FIDELITY COVINGTON TRUST (FDIS) is held by institutional investors who disclose positions via SEC 13F filings. View the full list of institutional holders on HoldingsIntel.

Are institutions buying or selling FDIS?

HoldingsIntel tracks quarter-over-quarter changes in institutional positions for FIDELITY COVINGTON TRUST, showing new buyers, position increases, decreases, and exits with conviction-weighted sentiment.

What is the Smart Money Verdict on FDIS?

The Smart Money Verdict combines four independent signals (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for FIDELITY COVINGTON TRUST.

Is institutional money flowing into FDIS?

73 institutional investors hold FIDELITY COVINGTON TRUST (FDIS). View detailed buyer/seller breakdown on HoldingsIntel.

What do hedge funds think about FDIS?

Track institutional sentiment and conviction scores for FIDELITY COVINGTON TRUST (FDIS) including Smart Money Verdict and position changes on HoldingsIntel.

FIDELITY COVINGTON TRUST

FDIS·316092204·US·etf·Unknown - Unknown

MSCI CONSM DIS

FDIS (FIDELITY COVINGTON TRUST) is held by 73 institutional investors as of Q4 2025. Largest holders: Lido Advisors, LLC ($152.6M), CHARLES SCHWAB INVESTMENT MANAGEMENT INC ($127.2M), AE Wealth Management LLC ($98.7M). Net institutional sentiment: Mixed.

Holders

Avg rating(10 Elite)

$687.6M

Total Value

61% (78)

Fund Consensus

38 buying - 23 selling

Smart Money Verdict- Q4 2025View all

61Mixed MomentumSingle Source

Held by 73 funds

10 elite

No recent insider, activist, or congressional trades found for this stock

13F: Dec 31, 2025Insider & Congress: Updated regularly

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
Lido Advisors, LLC	Increased	1.5M(+0.1%)	$152.6M	0.5%	+44.29%	36
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	Increased	1.2M(+2.0%)	$127.2M	0.0%	+57.68%	31
AE Wealth Management LLC	Increased	966,605(+26.7%)	$98.7M	0.6%	+10.49%	52
BANK OF AMERICA CORP /DE/	Decreased	852,424(-8.2%)	$87.1M	0.0%	+0.32%	0
AGF MANAGEMENT LTD	Increased	302,657(+0.2%)	$30.9M	0.1%	+15.16%	34
ASSETMARK, INC	Increased	212,089(+43.2%)	$21.7M	0.0%	-2.05%	38
MORGAN STANLEY	Increased	204,012(+12.2%)	$20.8M	0.0%	+15.56%	32
COMMONWEALTH EQUITY SERVICES, LLC	Increased	156,287(+21.5%)	$16M	0.0%	+40.68%	34
LPL Financial LLC	Decreased	133,440(-1.8%)	$13.6M	0.0%	+19.22%	0
ENVESTNET ASSET MANAGEMENT INC	Increased	120,723(+4.5%)	$12.3M	0.0%	+20.04%	29
Kestra Advisory Services, LLC	Increased	82,193(+3.8%)	$8.4M	0.0%	+20.84%	29
OSAIC HOLDINGS, INC.	Decreased	79,039(-28.2%)	$8.1M	0.0%	+23.95%	0
HighTower Advisors, LLC	Decreased	71,152(-13.4%)	$7.3M	0.0%	+15.98%	0
Fisher Asset Management, LLC	Decreased	67,420(-1.7%)	$6.9M	0.0%	+52.60%	0
STIFEL FINANCIAL CORP	Decreased	60,665(-1.6%)	$6.2M	0.0%	+97.34%	0
TWO SIGMA INVESTMENTS, LP	Increased	57,900(+135.4%)	$5.9M	0.0%	-5.16%	44
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Decreased	56,800(-37.1%)	$5.8M	0.0%	+0.26%	0
Cetera Investment Advisers	Increased	55,187(+6.2%)	$5.6M	0.0%	+14.55%	29
FMR LLC	Increased	53,323(+11.5%)	$5.4M	0.0%	-0.18%	30
Steward Partners Investment Advisory, LLC	Increased	42,322(+1.0%)	$4.3M	0.0%	+4.69%	27
Mariner, LLC	Decreased	38,131(-26.4%)	$3.9M	0.0%	+30.66%	0
CITIGROUP INC	Increased	35,476(+36.5%)	$3.6M	0.0%	-0.17%	35
WELLS FARGO & COMPANY/MN	Increased	32,223(+25.7%)	$3.3M	0.0%	+19.82%	33
Waverly Advisors, LLC	New	24,521	$2.5M	0.0%	-5.00%	36
ROYAL BANK OF CANADA	Increased	22,846(+5.7%)	$2.3M	0.0%	+8.92%	28
UBS Group AG	Increased	22,688(+2.2%)	$2.3M	0.0%	+34.02%	27
SUSQUEHANNA INTERNATIONAL GROUP, LLP	New	22,112	$2.3M	0.0%	-5.00%	36
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	Decreased	20,155(-0.7%)	$2.1M	0.0%	+14.34%	0
Orion Porfolio Solutions, LLC	Decreased	16,741(-6.3%)	$1.7M	0.0%	+0.21%	0
EP Wealth Advisors, LLC	Decreased	16,318(-19.3%)	$1.7M	0.0%	+38.98%	0
Rockefeller Capital Management L.P.	Decreased	14,776(-0.8%)	$1.5M	0.0%	+45.88%	0
RAYMOND JAMES FINANCIAL INC	Increased	13,887(+5.5%)	$1.4M	0.0%	-0.04%	27
NewEdge Advisors, LLC	Decreased	13,190(-9.5%)	$1.3M	0.0%	+27.55%	0
JONES FINANCIAL COMPANIES LLLP	Increased	12,853(+7.5%)	$1.3M	0.0%	+9.88%	27
Sanctuary Advisors, LLC	Decreased	11,045(-3.2%)	$1.1M	0.0%	+11.40%	0
BENJAMIN EDWARDS INC	Increased	8,254(+89.8%)	$843,220	0.0%	-2.47%	39
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Increased	8,022(+2.5%)	$837,223	0.0%	+14.82%	25
Farther Finance Advisors, LLC	Decreased	6,634(-15.5%)	$677,742	0.0%	+9.71%	0
Creative Planning	Increased	6,548(+7.6%)	$668,910	0.0%	+19.49%	26
Point72 Asset Management, L.P.	New	6,280	$641,565	0.0%	-5.00%	34
MERCER GLOBAL ADVISORS INC /ADV	Increased	6,241(+11.8%)	$637,630	0.0%	+9.85%	27
NEW YORK LIFE INVESTMENT MANAGEMENT LLC	New	6,116	$624,811	0.0%	-5.00%	34
Quadrature Capital Ltd	New	5,616	$573,731	0.0%	-5.00%	34
AMERIPRISE FINANCIAL INC	Decreased	5,108(-38.3%)	$521,798	0.0%	+17.16%	0
Quantinno Capital Management LP	Increased	4,693(+4.0%)	$479,497	0.0%	-1.16%	25
Bank of New York Mellon Corp	Decreased	4,458(-11.4%)	$455,451	0.0%	+11.40%	0
MML INVESTORS SERVICES, LLC	Decreased	4,132(-21.1%)	$422,169	0.0%	+20.86%	0
NORTHERN TRUST CORP	Increased	2,881(+2.5%)	$294,323	0.0%	+20.16%	16
FRANKLIN RESOURCES INC	Decreased	2,879(-4.0%)	$294,119	0.0%	+31.47%	0
COMERICA BANK	Increased	2,756(+44.7%)	$281,523	0.0%	+11.48%	32
MAI Capital Management	Increased	2,613(+223.4%)	$266,962	0.0%	-2.82%	37
MARSHALL WACE, LLP	Decreased	2,488(-82.1%)	$254,174	0.0%	-5.38%	0
JANE STREET GROUP, LLC	New	2,186	$223,322	0.0%	-5.00%	35
CAPTRUST FINANCIAL ADVISORS	New	1,969	$201,153	0.0%	-5.00%	32
BROWN BROTHERS HARRIMAN & CO	Unchanged	1,839	$187,872	0.0%	+3.86%	0
CIBC Private Wealth Group LLC	Increased	1,491(+5.2%)	$152,371	0.0%	-4.91%	24
PNC FINANCIAL SERVICES GROUP, INC.	Decreased	1,372(-7.9%)	$140,164	0.0%	+27.74%	0
JPMORGAN CHASE & CO	Increased	1,305(+31.4%)	$133,337	0.0%	+0.49%	19
DEUTSCHE BANK AG\	New	847	$86,530	0.0%	-5.00%	33
Allworth Financial LP	Increased	495(+102.0%)	$50,568	0.0%	+0.76%	33
GLENMEDE TRUST CO NA	New	434	$44,337	0.0%	-5.00%	28
Federation des caisses Desjardins du Quebec	Increased	398(+100.0%)	$40,660	0.0%	-5.19%	32
NATIONAL BANK OF CANADA /FI/	Unchanged	284	$29,013	0.0%	+6.38%	0
FIFTH THIRD BANCORP	Unchanged	257	$26,255	0.0%	+0.35%	0
Russell Investments Group, Ltd.	Unchanged	257	$26,214	0.0%	+4.41%	0
TD Waterhouse Canada Inc.	Unchanged	250	$25,540	0.0%	+37.88%	0
BANK OF MONTREAL /CAN/	Increased	171(+52.7%)	$17,469	0.0%	-1.56%	18
BLAIR WILLIAM & CO/IL	Unchanged	171	$17,469	0.0%	+39.08%	0
BlackRock, Inc.	Increased	100(+9900.0%)	$10,215	0.0%	-4.92%	19
US BANCORP \DE\	Decreased	54(-46.5%)	$5,517	0.0%	+1.35%	0
Aptus Capital Advisors, LLC	Unchanged	35	$3,576	0.0%	+9.89%	0
HRT FINANCIAL LP	Increased	7,132(+191.7%)	$728	0.0%	-5.13%	18
HUNTINGTON NATIONAL BANK	Unchanged	1	$102	0.0%	+22.15%	0
SIMPLEX TRADING, LLC	Exited	0(-100.0%)	$10	0.0%	+10.44%	0
Corient Private Wealth LLC	Exited	0(-100.0%)	$216,748	0.0%	+18.08%	0
Wealthspire Advisors, LLC	Exited	0(-100.0%)	$126,151	0.0%	-0.40%	0
Qube Research & Technologies Ltd	Exited	0(-100.0%)	$106,676	0.0%	+17.08%	0
Empowered Funds, LLC	Exited	0(-100.0%)	$338,545	0.0%	-0.40%	0

FIDELITY COVINGTON TRUST

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