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Fidelity MSCI Consumer Discretionary Index ETF

227 hedge funds and large institutions have $813M invested in Fidelity MSCI Consumer Discretionary Index ETF in 2025 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 66 increasing their positions, 79 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 26

1% less funds holding

Funds holding: 229227 (-2)

1% less capital invested

Capital invested by funds: $822M → $813M (-$8.52M)

1.51% less ownership

Funds ownership: 47.9%46.39% (-1.5%)

16% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 79

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
227
Holders Change
-2
Holders Change %
-0.87%
% of All Funds
2.99%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
26
Increased
66
Reduced
79
Closed
26
Calls
$226K
Puts
Net Calls
+$226K
Net Calls Change
-$28K
Name Holding Trade Value Shares
Change
Change in
Stake
PAS
126
PKS Advisory Services
New York
$306K +$88 +1 +0%
MCM
127
McRae Capital Management
New Jersey
$305K +$285K +3,239 New
Franklin Resources
128
Franklin Resources
California
$282K -$139K -1,583 -35%
GC
129
Grimes & Company
Massachusetts
$278K +$261K +2,959 New
Pathstone Holdings
130
Pathstone Holdings
New Jersey
$265K -$501K -5,685 -67%
TBNY
131
Trustco Bank (New York)
New York
$263K
Northern Trust
132
Northern Trust
Illinois
$255K
AWA
133
Arkadios Wealth Advisors
Georgia
$255K +$10.3K +117 +5%
AA
134
Advisory Alpha
Michigan
$252K +$5.73K +65 +2%
CAG
135
Csenge Advisory Group
Florida
$250K -$20.1K -228 -8%
RFN
136
Redwood Financial Network
Ohio
$246K +$230K +2,614 New
MFG
137
Monte Financial Group
Connecticut
$237K +$222K +2,518 New
MHR
138
Matthew Hamilton Rosenberg
$229K
Corient Private Wealth
139
Corient Private Wealth
Florida
$227K -$149K -1,686 -41%
IWC
140
Integrated Wealth Concepts
Massachusetts
$226K +$212K +2,405 New
AWA
141
Amplius Wealth Advisors
Pennsylvania
$225K +$1.94K +22 +0.9%
EW
142
Evoke Wealth
California
$224K +$209K +2,377 New
FB
143
Fulton Bank
Pennsylvania
$217K -$108K -1,227 -35%
QCM
144
Quantinno Capital Management
New York
$211K +$197K +2,240 New
EFG
145
Ehrlich Financial Group
California
$207K -$159K -1,807 -45%
D.E. Shaw & Co
146
D.E. Shaw & Co
New York
$202K +$189K +2,148 New
Qube Research & Technologies (QRT)
147
Qube Research & Technologies (QRT)
United Kingdom
$184K -$23.7K -269 -12%
BBHC
148
Brown Brothers Harriman & Co
New York
$173K +$162K +1,839 New
Comerica Bank
149
Comerica Bank
Texas
$167K -$45.4K -515 -22%
CIAS
150
Capital Investment Advisory Services
North Carolina
$153K

FDIS Hedge Fund Activity: Q2 2025 in Review

227 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Consumer Discretionary Index ETF (FDIS) for Q2 2025, worth a combined $813M — down 1% from $822M a quarter earlier.

Fund positioning in FDIS was balanced in Q2 2025: 26 funds opened new positions, 26 closed out, 66 added to existing stakes and 79 trimmed.

The largest buyer was PFG Advisors, adding an estimated $58.4M. The largest seller was Bank of America, cutting an estimated $58.1M.

  • 227 institutional investors held Fidelity MSCI Consumer Discretionary Index ETF (FDIS) as of Q2 2025, down from 229 in Q1 2025.
  • Funds reported $813M of Fidelity MSCI Consumer Discretionary Index ETF stock for Q2 2025, down 1% quarter-over-quarter.
  • 26 funds opened new Fidelity MSCI Consumer Discretionary Index ETF positions in Q2 2025 and 26 closed out, a net change of 0 holders.
  • The largest Fidelity MSCI Consumer Discretionary Index ETF buyer in Q2 2025 was PFG Advisors, an estimated $58.4M added.
  • The largest Fidelity MSCI Consumer Discretionary Index ETF seller in Q2 2025 was Bank of America, an estimated $58.1M sold.

Based on aggregated 13F filings for Q2 2025.