FDIS icon

Fidelity MSCI Consumer Discretionary Index ETF

225 hedge funds and large institutions have $807M 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, 77 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

14% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 77

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
225
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$226K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
National Bank of Canada
176
National Bank of Canada
Quebec, Canada
$26.7K
IAS
177
IMA Advisory Services
Colorado
$24.6K
Fifth Third Bancorp
178
Fifth Third Bancorp
Ohio
$24.2K
BDPWM
179
Barnes Dennig Private Wealth Management
Ohio
$23.8K
TWC
180
TD Waterhouse Canada
Ontario, Canada
$23.6K
AF
181
Allworth Financial
California
$23K
CMP
182
Coston McIsaac & Partners
Maine
$21K
BC
183
Barrett & Company
Rhode Island
$19.9K
PC
184
Promus Capital
Illinois
$19.8K
WSFS
185
Wilmington Savings Fund Society
Delaware
$18.8K
GCM
186
Gables Capital Management
Florida
$18.1K
HWM
187
HighMark Wealth Management
Minnesota
$17.9K
AC
188
AlphaCore Capital
California
$17.4K
HPC
189
HM Payson & Co
Maine
$16.2K
T
190
Tidemark
California
$15.8K
SIS
191
Sound Income Strategies
Florida
$14.4K
RF
192
Roxbury Financial
New Jersey
$12.5K
Russell Investments Group
193
Russell Investments Group
United Kingdom
$12.1K
GI
194
GAMMA Investing
California
$12K
DF
195
Dunhill Financial
United Kingdom
$11.6K
CIBC Private Wealth Group
196
CIBC Private Wealth Group
Georgia
$11.6K
RI
197
Ridgewood Investments
New Jersey
$10.9K
Bank of Montreal
198
Bank of Montreal
Ontario, Canada
$10.5K
VanEck Associates
199
VanEck Associates
New York
$10K
MBFW
200
Morton Brown Family Wealth
Pennsylvania
$9.93K