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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
VanEck Associates
201
VanEck Associates
New York
$10K
MBFW
202
Morton Brown Family Wealth
Pennsylvania
$9.93K
Simplex Trading
203
Simplex Trading
Illinois
$9K +$5.11K +58 +132%
RF
204
Rossby Financial
Florida
$8.75K
PA
205
Pineridge Advisors
Missouri
$8.54K
BONH
206
Bank of New Hampshire
New Hampshire
$7.9K
HI
207
Hoey Investments
Pennsylvania
$7.81K
HI
208
Harbour Investments
Wisconsin
$6.35K +$2.29K +26 +63%
BCMLT
209
Beacon Capital Management LLC (Tennessee)
Tennessee
$5.96K
US Bancorp
210
US Bancorp
Minnesota
$5.93K
CAWM
211
Capital A Wealth Management
Pennsylvania
$5.21K +$264 +3 +5%
VWA
212
Valued Wealth Advisors
Utah
$4.7K
MWA
213
Moser Wealth Advisors
Washington
$4.51K +$4.23K +48 New
PTC
214
Private Trust Company
Ohio
$4.42K +$1.15K +13 +38%
MA
215
MCF Advisors
Kentucky
$4.33K
EWM
216
EPG Wealth Management
Georgia
$4.16K
NFSG
217
Newbridge Financial Services Group
Florida
$3.95K
GIA
218
GHP Investment Advisors
Colorado
$3.39K
ACA
219
Aptus Capital Advisors
Alabama
$3.29K
PA
220
Parallel Advisors
California
$3.29K
PFA
221
Pillar Financial Advisors
Kentucky
$3.2K
Carson Wealth (CWM LLC)
222
Carson Wealth (CWM LLC)
Nebraska
$3K -$119K -1,348 -98%
WWM
223
Wolff Wiese Magana
California
$1.41K
BLC
224
Brown, Lisle/Cummings
Rhode Island
$1.13K
PS
225
Principal Securities
Iowa
$1.03K -$9.43K -107 -91%

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.