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Fidelity MSCI Consumer Discretionary Index ETF
FDIS

Overview Fund Activity

227 hedge funds and large institutions have $818M invested in Fidelity MSCI Consumer Discretionary Index ETF in 2025 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 77 increasing their positions, 78 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
227
Holders Change
-3
Holders Change %
-1.3%
% of All Funds
3.08%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
25
Increased
77
Reduced
78
Closed
25
Calls
$254K
Puts
–
Net Calls
+$254K
Net Calls Change
-$97K

Top Buyers

1
Lido Advisors
Lido Advisors
California
$126M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$10.6M
3
Citadel Advisors
Citadel Advisors
Florida
$7.28M
4
AWM
AE Wealth Management
Kansas
$55M
5
AWMS
Advocacy Wealth Management Services
Georgia
$2.89M

Top Sellers

1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$116K
2
AWM
Apollon Wealth Management
South Carolina
$8.84M
3
AM
AGF Management
Ontario, Canada
$22.8M
4
Bank of America
Bank of America
North Carolina
$134M
5
GA
Guerra Advisors
Florida
$2.58M
Name Holding Trade Value Shares
Change 		Shares
Change %
FTS
126
Fifth Third Securities
Ohio
$338K – – –
WPP
127
Whalerock Point Partners
Rhode Island
$311K +$85 +1 +0%
HIA
128
Harbor Investment Advisory
Maryland
$307K -$8.37K -99 -3%
ST
129
Smithfield Trust
Pennsylvania
$303K +$26.3K +311 +9%
FB
130
Fulton Bank
Pennsylvania
$299K -$3.55K -42 -1%
LW
131
Linscomb Wealth
Texas
$292K – – –
Envestnet Portfolio Solutions
132
Envestnet Portfolio Solutions
Illinois
$278K -$192K -2,275 -41%
PAS
133
PKS Advisory Services
New York
$275K -$127K -1,506 -32%
CSS
134
Cubist Systematic Strategies
Connecticut
$266K +$266K +3,148 New
ICP
135
Interchange Capital Partners
Pennsylvania
$264K -$169 -2 -0.1%
CSP
136
Cary Street Partners
Virginia
$255K -$5.07K -60 -2%
PA
137
PFG Advisors
Arizona
$253K +$2.87K +34 +1%
M1FG
138
Mach-1 Financial Group
Arkansas
$245K +$245K +2,895 New
TBNY
139
Trustco Bank (New York)
New York
$237K – – –
CAG
140
Csenge Advisory Group
Florida
$234K -$2.7K -34 -1%
FPGK
141
Financial Partners Group (Kansas)
Kansas
$233K -$12.8K -151 -5%
Northern Trust
142
Northern Trust
Illinois
$229K – – –
PP
143
Patron Partners
Texas
$225K -$29.3K -347 -12%
AA
144
Advisory Alpha
Michigan
$221K -$177K -2,096 -44%
AWA
145
Arkadios Wealth Advisors
Georgia
$219K +$219K +2,589 New
BTWM
146
Brass Tax Wealth Management
Ohio
$212K -$11.6K -137 -5%
BCM
147
Brookstone Capital Management
Illinois
$210K -$741K -8,775 -78%
MHR
148
Matthew Hamilton Rosenberg
$206K – – –
BTI
149
Blue Trust Inc
Georgia
$201K +$118K +1,398 +143%
AWA
150
Amplius Wealth Advisors
Pennsylvania
$200K -$930 -11 -0.5%
4 5
6
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