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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
GRP
151
Global Retirement Partners
California
$149K +$139K +1,582 New
PNC Financial Services Group
152
PNC Financial Services Group
Pennsylvania
$137K -$14.3K -162 -10%
CA
153
CoreCap Advisors
Michigan
$135K +$43.4K +493 +52%
GEA
154
Glen Eagle Advisors
New Jersey
$132K
BTI
155
Blue Trust Inc
Georgia
$130K -$88.3K -1,002 -42%
IA
156
IFP Advisors
Florida
$127K
AWM
157
Avondale Wealth Management
Texas
$117K
JP Morgan Chase
158
JP Morgan Chase
New York
$101K +$54.4K +618 +136%
SMA
159
Sage Mountain Advisors
Georgia
$95.1K
CTA
160
Colonial Trust Advisors
South Carolina
$78.2K
MCM
161
MAI Capital Management
Ohio
$76K -$6.43K -73 -8%
PG
162
Proffitt & Goodson
Tennessee
$65.4K
William Blair & Company
163
William Blair & Company
Illinois
$60.8K -$7.13K -81 -11%
CA
164
Clearstead Advisors
Ohio
$58.1K
S
165
SignatureFD
Georgia
$58.1K -$881 -10 -2%
CT
166
Colonial Trust
South Carolina
$56.9K -$36K -409 -40%
PGAM
167
Princeton Global Asset Management
New Jersey
$51.6K
CCM
168
Chilton Capital Management
Texas
$49.6K -$1.06K -12 -2%
SFC
169
SYM Financial Corp
Indiana
$49.3K +$46.2K +524 New
AA
170
Addison Advisors
Vermont
$49.1K
SRCM
171
Signature Resources Capital Management
California
$48.2K +$45.1K +512 New
GIM
172
Glenmede Investment Management
Pennsylvania
$41.6K +$38.9K +442 New
AAP
173
Arax Advisory Partners
Colorado
$38.2K +$35.8K +406 New
HR
174
Howe & Rusling
New York
$37.3K +$35K +397 New
DRP
175
Decker Retirement Planning
Utah
$34.2K

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.