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Fidelity MSCI Consumer Discretionary Index ETF
FDIS

Overview Fund Activity

227 hedge funds and large institutions have $818M invested in Fidelity MSCI Consumer Discretionary Index ETF in 2025 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 77 increasing their positions, 78 reducing their positions, and 25 closing their positions.

Holders
227
Holders Change
-3
Holders Change %
-1.3%
% of All Funds
3.08%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
25
Increased
77
Reduced
78
Closed
25
Calls
$254K
Puts
–
Net Calls
+$254K
Net Calls Change
-$97K

Top Buyers

1
Lido Advisors
1
Lido Advisors
California
$126M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$10.6M
3
Citadel Advisors
3
Citadel Advisors
Florida
$7.28M
4
AWM
4
AE Wealth Management
Kansas
$55M
5
KGP
5
Keystone Global Partners
Colorado
$4.55M

Top Sellers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$116K
2
AWM
2
Apollon Wealth Management
South Carolina
$8.84M
3
AM
3
AGF Management
Ontario, Canada
$22.8M
4
Bank of America
4
Bank of America
North Carolina
$134M
5
GA
5
Guerra Advisors
Florida
$2.58M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$134M 1,583,104 -107,205 -6%
Lido Advisors
2
Lido Advisors
California
$126M 1,493,582 +110,217 +8%
Charles Schwab
3
Charles Schwab
California
$105M 1,246,027 -21,860 -2%
RBA
4
Richard Bernstein Advisors
New York
$79.2M 936,579 -42,163 -4%
AWM
5
AE Wealth Management
Kansas
$55M 650,568 +68,068 +12%
AM
6
AGF Management
Ontario, Canada
$22.8M 270,079 -150,834 -36%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$19.2M 227,612 -6,011 -3%
Morgan Stanley
8
Morgan Stanley
New York
$13.4M 158,686 -12,434 -7%
FFS
9
Fischer Financial Services
Pennsylvania
$11.9M 140,531 +363 +0.3%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$10.6M 125,984 +79,103 +169%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$9.78M 115,773 +7,985 +7%
LPL Financial
12
LPL Financial
California
$9.63M 113,928 +5,946 +6%
AWM
13
Apollon Wealth Management
South Carolina
$8.84M 104,640 -168,904 -62%
Citadel Advisors
14
Citadel Advisors
Florida
$7.28M 86,113 +75,295 +696%
KAS
15
Kestra Advisory Services
Texas
$6.24M 73,834 +18,024 +32%
Fisher Asset Management
16
Fisher Asset Management
Washington
$5.96M 70,509 -31,011 -31%
Osaic Holdings
17
Osaic Holdings
Arizona
$5.81M 68,575 -42,405 -38%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$5.49M 64,977 -13,362 -17%
Stifel Financial
19
Stifel Financial
Missouri
$5.34M 63,214 -2,225 -3%
ACA
20
Atlas Capital Advisors
Wyoming
$5.33M 63,040 -12,240 -16%
BCM
21
Beaumont Capital Management
Massachusetts
$5.12M 60,601 +3,798 +7%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$4.92M 58,194 +1,430 +3%
AssetMark Inc
23
AssetMark Inc
California
$4.71M 55,788 +10,783 +24%
KGP
24
Keystone Global Partners
Colorado
$4.55M 53,802 +53,802 New
SA
25
SFI Advisors
New Jersey
$4.44M 52,596 -966 -2%
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