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Fidelity MSCI Consumer Discretionary Index ETF
FDIS

Overview Fund Activity

221 hedge funds and large institutions have $804M invested in Fidelity MSCI Consumer Discretionary Index ETF in 2025 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 65 increasing their positions, 75 reducing their positions, and 26 closing their positions.

Holders
221
Holders Change
-6
Holders Change %
-2.64%
% of All Funds
2.97%
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
65
Reduced
75
Closed
26
Calls
$226K
Puts
–
Net Calls
+$226K
Net Calls Change
-$28K

Top Buyers

1
PA
1
PFG Advisors
Arizona
$47.1M
2
IFA
2
Independence Financial Advisors
New Hampshire
$5.51M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$7.9M
4
SPIA
4
Steward Partners Investment Advisory
New York
$3.59M
5
AWM
5
AE Wealth Management
Kansas
$64M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$86.9M
2
RBA
2
Richard Bernstein Advisors
New York
$47.6M
3
Lido Advisors
3
Lido Advisors
California
$128M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$2.28M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$14.1M
Name Market Value Shares Shares
Change 		Shares
Change %
GEA
151
Glen Eagle Advisors
New Jersey
$132K 1,404 – –
BTI
152
Blue Trust Inc
Georgia
$130K 1,377 -1,002 -42%
IA
153
IFP Advisors
Florida
$127K 1,347 – –
AWM
154
Avondale Wealth Management
Texas
$117K 1,248 – –
JPMorgan Chase & Co
155
JPMorgan Chase & Co
New York
$101K 1,072 +618 +136%
SMA
156
Sage Mountain Advisors
Georgia
$95.1K 1,011 – –
CTA
157
Colonial Trust Advisors
South Carolina
$78.2K 831 – –
MCM
158
MAI Capital Management
Ohio
$76K 808 -73 -8%
PG
159
Proffitt & Goodson
Tennessee
$65.4K 695 – –
William Blair & Company
160
William Blair & Company
Illinois
$60.8K 646 -81 -11%
CA
161
Clearstead Advisors
Ohio
$58.1K 618 – –
S
162
SignatureFD
Georgia
$58.1K 618 -10 -2%
CT
163
Colonial Trust
South Carolina
$56.9K 605 -409 -40%
PGAM
164
Princeton Global Asset Management
New Jersey
$51.6K 549 – –
CCM
165
Chilton Capital Management
Texas
$49.6K 527 -12 -2%
SFC
166
SYM Financial Corp
Indiana
$49.3K 524 +524 New
AA
167
Addison Advisors
Vermont
$49.1K 522 – –
SRCM
168
Signature Resources Capital Management
California
$48.2K 512 +512 New
GIM
169
Glenmede Investment Management
Pennsylvania
$41.6K 442 +442 New
AAP
170
Arax Advisory Partners
Colorado
$38.2K 406 +406 New
HR
171
Howe & Rusling
New York
$37.3K 397 +397 New
DRP
172
Decker Retirement Planning
Utah
$34.2K 364 – –
VCM
173
Versant Capital Management
Arizona
$33.1K 352 – –
DI
174
DAGCO Inc
Ohio
$32.9K 350 – –
National Bank of Canada
175
National Bank of Canada
Quebec, Canada
$26.7K 284 +212 +294%
5 6
7
8 9