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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
US Bancorp
201
US Bancorp
Minnesota
$10.4K +$3.76K +38 +60%
Simplex Trading
202
Simplex Trading
Illinois
$10K
RF
203
Rossby Financial
Florida
$9.62K
PA
204
Pineridge Advisors
Missouri
$9.35K
BONH
205
Bank of New Hampshire
New Hampshire
$8.64K
HI
206
Hoey Investments
Pennsylvania
$8.54K
VanEck Associates
207
VanEck Associates
New York
$8K -$3.06K -31 -28%
VWA
208
Valued Wealth Advisors
Utah
$5.14K
MA
209
MCF Advisors
Kentucky
$4.73K
EWM
210
EPG Wealth Management
Georgia
$4.55K
NFSG
211
Newbridge Financial Services Group
Florida
$4.32K
VWM
212
Vermillion Wealth Management
Minnesota
$4.22K +$4.05K +41 New
PTC
213
Private Trust Company
Ohio
$4.12K -$692 -7 -15%
GIA
214
GHP Investment Advisors
Colorado
$3.71K
ACA
215
Aptus Capital Advisors
Alabama
$3.6K
PA
216
Parallel Advisors
California
$3.6K
PS
217
Principal Securities
Iowa
$3.6K +$2.37K +24 +218%
PFA
218
Pillar Financial Advisors
Kentucky
$3.5K
Carson Wealth (CWM LLC)
219
Carson Wealth (CWM LLC)
Nebraska
$3K
RFP
220
Root Financial Partners
California
$2.57K +$2.47K +25 New
VNA
221
Valley National Advisers
Pennsylvania
$2K
DF
222
DecisionPoint Financial
Arizona
$1.66K +$1.58K +16 New
SFCL
223
Strengthening Families & Communities LLC
Massachusetts
$1.57K +$1.48K +15 New
WWM
224
Wolff Wiese Magana
California
$1.54K
BLC
225
Brown, Lisle/Cummings
Rhode Island
$1.23K

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.