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Fidelity MSCI Consumer Discretionary Index ETF

229 hedge funds and large institutions have $845M invested in Fidelity MSCI Consumer Discretionary Index ETF in 2025 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 67 increasing their positions, 67 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 20

4% more capital invested

Capital invested by funds: $813M → $845M (+$31.5M)

1% more funds holding

Funds holding: 227229 (+2)

0% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 67

2.47% less ownership

Funds ownership: 46.39%43.92% (-2.5%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
229
Holders Change
+2
Holders Change %
+0.88%
% of All Funds
3.01%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
29
Increased
67
Reduced
67
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AI
101
Atria Investments
North Carolina
$477K -$1.88K -19 -0.4%
CFD
102
Creative Financial Designs
Indiana
$477K -$218K -2,203 -32%
EFM
103
Eley Financial Management
Vermont
$465K +$1.98K +20 +0.4%
QCM
104
Quantinno Capital Management
New York
$464K +$225K +2,274 +102%
AT
105
American Trust
Kentucky
$463K +$444K +4,496 New
RFN
106
Redwood Financial Network
Ohio
$458K +$182K +1,843 +71%
BEI
107
Benjamin Edwards Inc
Missouri
$447K +$31.2K +316 +8%
TAP
108
Tounjian Advisory Partners
Florida
$434K -$352K -3,562 -46%
CA
109
Crumly & Associates
Illinois
$434K
FTS
110
Fifth Third Securities
Ohio
$412K
AWM
111
Apollon Wealth Management
South Carolina
$404K -$10.2M -102,991 -96%
ST
112
Smithfield Trust
Pennsylvania
$403K
PA
113
PFG Advisors
Arizona
$384K -$65.4M -661,977 -99%
WPP
114
Whalerock Point Partners
Rhode Island
$378K +$99 +1 +0%
RSWM
115
Robertson Stephens Wealth Management
California
$365K -$55.4K -561 -14%
HIA
116
Harbor Investment Advisory
Maryland
$363K
LW
117
Linscomb Wealth
Texas
$355K
SSW
118
Smith Shellnut Wilson
Mississippi
$350K +$336K +3,400 New
MCM
119
McRae Capital Management
New Jersey
$343K +$9.69K +98 +3%
CIM
120
Cambria Investment Management
California
$339K +$325K +3,291 New
EF
121
Empowered Funds
Pennsylvania
$339K +$325K +3,291 New
Franklin Resources
122
Franklin Resources
California
$309K
GIA
123
Gladstone Institutional Advisory
Florida
$304K +$292K +2,959 New
GA
124
Guerra Advisors
Florida
$297K -$3.71M -37,571 -93%
Northern Trust
125
Northern Trust
Illinois
$289K +$10.2K +103 +4%

FDIS Hedge Fund Activity: Q3 2025 in Review

229 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Consumer Discretionary Index ETF (FDIS) for Q3 2025, worth a combined $845M — up 3.9% from $813M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new FDIS positions and 20 closed out — a net gain of 9 holders — while 67 added to existing stakes and 67 trimmed.

The largest buyer was Lido Advisors, adding an estimated $12.1M. The largest seller was PFG Advisors, cutting an estimated $65.4M.

  • 229 institutional investors held Fidelity MSCI Consumer Discretionary Index ETF (FDIS) as of Q3 2025, up from 227 in Q2 2025.
  • Funds reported $845M of Fidelity MSCI Consumer Discretionary Index ETF stock for Q3 2025, up 3.9% quarter-over-quarter.
  • 29 funds opened new Fidelity MSCI Consumer Discretionary Index ETF positions in Q3 2025 and 20 closed out, a net change of +9 holders.
  • The largest Fidelity MSCI Consumer Discretionary Index ETF buyer in Q3 2025 was Lido Advisors, an estimated $12.1M added.
  • The largest Fidelity MSCI Consumer Discretionary Index ETF seller in Q3 2025 was PFG Advisors, an estimated $65.4M sold.

Based on aggregated 13F filings for Q3 2025.