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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
LFG
176
Larson Financial Group
Missouri
$33K +$31.7K +321 New
National Bank of Canada
177
National Bank of Canada
Quebec, Canada
$29.2K
IAS
178
IMA Advisory Services
Colorado
$26.8K
Fifth Third Bancorp
179
Fifth Third Bancorp
Ohio
$26.4K
Russell Investments Group
180
Russell Investments Group
United Kingdom
$26.4K +$12.7K +128 +99%
BDPWM
181
Barnes Dennig Private Wealth Management
Ohio
$26K
TWC
182
TD Waterhouse Canada
Ontario, Canada
$25.9K
AF
183
Allworth Financial
California
$25.2K
BC
184
Barrett & Company
Rhode Island
$21.8K
PC
185
Promus Capital
Illinois
$21.6K
WSFS
186
Wilmington Savings Fund Society
Delaware
$20.6K
FDCDDQ
187
Federation des caisses Desjardins du Quebec
Quebec, Canada
$20.5K +$19.7K +199 New
BAM
188
Byrne Asset Management
New Jersey
$20.2K +$19.4K +196 New
GCM
189
Gables Capital Management
Florida
$19.8K
HWM
190
HighMark Wealth Management
Minnesota
$19.5K
AC
191
AlphaCore Capital
California
$19K
HPC
192
HM Payson & Co
Maine
$17.7K
William Blair & Company
193
William Blair & Company
Illinois
$17.6K -$46.9K -475 -74%
T
194
Tidemark
California
$17.4K +$99 +1 +0.6%
SIS
195
Sound Income Strategies
Florida
$15.4K
RF
196
Roxbury Financial
New Jersey
$13.7K +$99 +1 +0.8%
GI
197
GAMMA Investing
California
$13.2K
DF
198
Dunhill Financial
United Kingdom
$12.7K
Bank of Montreal
199
Bank of Montreal
Ontario, Canada
$11.5K
MBFW
200
Morton Brown Family Wealth
Pennsylvania
$10.9K

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.