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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
CIBC Private Wealth Group
151
CIBC Private Wealth Group
Georgia
$146K +$128K +1,294 +1,052%
GEA
152
Glen Eagle Advisors
New Jersey
$144K
CA
153
CoreCap Advisors
Michigan
$142K -$5.14K -52 -4%
CIAS
154
Capital Investment Advisory Services
North Carolina
$130K -$35.6K -360 -22%
WANY
155
Wealthspire Advisors (New York)
New York
$126K +$121K +1,226 New
Qube Research & Technologies (QRT)
156
Qube Research & Technologies (QRT)
United Kingdom
$107K -$90.6K -917 -47%
SMA
157
Sage Mountain Advisors
Georgia
$104K
JP Morgan Chase
158
JP Morgan Chase
New York
$102K -$7.81K -79 -7%
CTA
159
Colonial Trust Advisors
South Carolina
$85.5K
HI
160
Harbour Investments
Wisconsin
$84.8K +$74.9K +758 +1,131%
AP
161
Advisors Preferred
Maryland
$84.4K +$80.7K +816 New
MCM
162
MAI Capital Management
Ohio
$83.1K
RIA
163
Realta Investment Advisors
Delaware
$80.2K +$77.1K +780 New
PG
164
Proffitt & Goodson
Tennessee
$71.5K
CA
165
Clearstead Advisors
Ohio
$63.6K
S
166
SignatureFD
Georgia
$63.5K
CT
167
Colonial Trust
South Carolina
$62.2K
GWM
168
Geneos Wealth Management
Colorado
$59.4K +$57.1K +578 New
PGAM
169
Princeton Global Asset Management
New Jersey
$56.5K
AA
170
Addison Advisors
Vermont
$53.7K
SRCM
171
Signature Resources Capital Management
California
$52.7K
GIM
172
Glenmede Investment Management
Pennsylvania
$45.5K
DRP
173
Decker Retirement Planning
Utah
$37.4K
VCM
174
Versant Capital Management
Arizona
$36.2K
DI
175
DAGCO Inc
Ohio
$36K

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.