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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
Lido Advisors
1
Lido Advisors
California
$152M +$12.1M +122,734 +9%
Charles Schwab
2
Charles Schwab
California
$126M +$891K +9,018 +0.7%
Bank of America
3
Bank of America
North Carolina
$95.5M +$467K +4,720 +0.5%
AWM
4
AE Wealth Management
Kansas
$78.5M +$8.18M +82,744 +12%
RBA
5
Richard Bernstein Advisors
New York
$50.6M -$1.39M -14,028 -3%
AM
6
AGF Management
Ontario, Canada
$31.1M +$2.76M +27,946 +10%
Morgan Stanley
7
Morgan Stanley
New York
$18.7M -$19.7K -199 -0.1%
AssetMark Inc
8
AssetMark Inc
California
$15.2M +$8.2M +82,996 +128%
FFS
9
Fischer Financial Services
Pennsylvania
$14.4M -$111K -1,119 -0.8%
LPL Financial
10
LPL Financial
California
$14M +$2.17M +21,962 +19%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$13.2M +$891K +9,018 +8%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$11.9M -$3.39M -34,253 -23%
Osaic Holdings
13
Osaic Holdings
Arizona
$11.3M +$843K +8,531 +8%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$9.29M +$4.81M +48,712 +117%
HighTower Advisors
15
HighTower Advisors
Illinois
$8.45M -$176K -1,781 -2%
KAS
16
Kestra Advisory Services
Texas
$8.14M -$142K -1,441 -2%
Fisher Asset Management
17
Fisher Asset Management
Washington
$7.06M -$201K -2,038 -3%
Stifel Financial
18
Stifel Financial
Missouri
$6.34M +$108K +1,095 +2%
IFA
19
Independence Financial Advisors
New Hampshire
$6.12M +$89.2K +903 +2%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$5.34M -$38.2K -386 -0.7%
Mariner
21
Mariner
Kansas
$5.33M -$202K -2,039 -4%
KIA
22
KCM Investment Advisors
California
$5.21M
SA
23
SFI Advisors
New Jersey
$5.06M -$86.6K -876 -2%
Thrivent Financial for Lutherans
24
Thrivent Financial for Lutherans
Minnesota
$5M +$2.53M +25,550 +111%
Fidelity Investments
25
Fidelity Investments
Massachusetts
$4.92M +$323K +3,266 +7%

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.