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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
TBNY
126
Trustco Bank (New York)
New York
$288K
AWA
127
Arkadios Wealth Advisors
Georgia
$283K +$4.55K +46 +2%
CAG
128
Csenge Advisory Group
Florida
$272K -$6.33K -64 -2%
PCH
129
PGIM Custom Harvest
New Jersey
$270K -$377K -3,817 -59%
FB
130
Fulton Bank
Pennsylvania
$264K +$25.3K +256 +11%
AA
131
Advisory Alpha
Michigan
$261K -$14.8K -150 -6%
MFG
132
Monte Financial Group
Connecticut
$257K -$1.48K -15 -0.6%
HF
133
HRT Financial
New York
$251K +$242K +2,445 New
MHR
134
Matthew Hamilton Rosenberg
$250K
AWA
135
Amplius Wealth Advisors
Pennsylvania
$246K
EW
136
Evoke Wealth
California
$245K
PAS
137
PKS Advisory Services
New York
$244K -$87K -880 -27%
BJL
138
Brighton Jones LLC
Washington
$238K +$229K +2,318 New
LI
139
LifeWealth Investments
Florida
$225K +$216K +2,183 New
EFG
140
Ehrlich Financial Group
California
$225K -$1.68K -17 -0.8%
Corient Private Wealth
141
Corient Private Wealth
Florida
$217K -$29.9K -303 -13%
IA
142
IFP Advisors
Florida
$207K +$65.5K +663 +49%
CPA
143
Court Place Advisors
Maryland
$202K +$194K +1,965 New
JPLA
144
Joseph P. Lucia & Associates
New York
$200K +$192K +1,945 New
Comerica Bank
145
Comerica Bank
Texas
$196K +$12.5K +126 +7%
BBHC
146
Brown Brothers Harriman & Co
New York
$189K
GRP
147
Global Retirement Partners
California
$166K +$2.77K +28 +2%
PNC Financial Services Group
148
PNC Financial Services Group
Pennsylvania
$153K +$3.36K +34 +2%
BTI
149
Blue Trust Inc
Georgia
$149K +$7.41K +75 +5%
AUB
150
Atlantic Union Bankshares
Virginia
$148K +$142K +1,441 New

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.