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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
Lido Advisors
1
Lido Advisors
California
$128M -$11.8M -133,912 -9%
Charles Schwab
2
Charles Schwab
California
$114M -$3.04M -34,513 -3%
Bank of America
3
Bank of America
North Carolina
$86.9M -$58.1M -659,326 -42%
AWM
4
AE Wealth Management
Kansas
$64M +$2.59M +29,346 +5%
RBA
5
Richard Bernstein Advisors
New York
$47.6M -$37.9M -430,381 -46%
PA
6
PFG Advisors
Arizona
$47.1M +$58.4M +662,710 +22,112%
AM
7
AGF Management
Ontario, Canada
$25.8M +$356K +4,046 +1%
Morgan Stanley
8
Morgan Stanley
New York
$17.1M +$2.06M +23,396 +15%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$14.1M -$6.86M -77,835 -34%
FFS
10
Fischer Financial Services
Pennsylvania
$13.3M +$62.7K +712 +0.5%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$11.3M +$336K +3,816 +3%
LPL Financial
12
LPL Financial
California
$10.7M +$4.49K +51 +0%
AWM
13
Apollon Wealth Management
South Carolina
$10.1M +$200K +2,275 +2%
Osaic Holdings
14
Osaic Holdings
Arizona
$9.5M +$2.91M +33,033 +48%
HighTower Advisors
15
HighTower Advisors
Illinois
$7.9M +$3.86M +43,776 +109%
KAS
16
Kestra Advisory Services
Texas
$7.58M +$598K +6,783 +9%
Ameriprise
17
Ameriprise
Minnesota
$6.71M +$2.58M +29,277 +70%
Fisher Asset Management
18
Fisher Asset Management
Washington
$6.65M +$11.9K +135 +0.2%
AssetMark Inc
19
AssetMark Inc
California
$6.12M +$818K +9,291 +17%
Stifel Financial
20
Stifel Financial
Missouri
$5.7M -$235K -2,669 -4%
IFA
21
Independence Financial Advisors
New Hampshire
$5.51M +$5.16M +58,594 New
ACA
22
Atlas Capital Advisors
Wyoming
$5.21M -$678K -7,694 -12%
Mariner
23
Mariner
Kansas
$5.06M +$238K +2,700 +5%
KGP
24
Keystone Global Partners
Colorado
$4.94M -$113K -1,280 -2%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$4.92M -$515K -5,850 -10%

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.