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Fidelity MSCI Financials Index ETF
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Overview Fund Activity

251 hedge funds and large institutions have $854M invested in Fidelity MSCI Financials Index ETF in 2025 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 85 increasing their positions, 86 reducing their positions, and 23 closing their positions.

Holders
251
Holders Change
-5
Holders Change %
-1.95%
% of All Funds
3.37%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
25
Increased
85
Reduced
86
Closed
23
Calls
$133K
Puts
$81K
Net Calls
+$52K
Net Calls Change
-$435K

Top Buyers

1
Kovitz Investment Group Partners
1
Kovitz Investment Group Partners
Illinois
$16M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$7.03M
3
BCM
3
Beaumont Capital Management
Massachusetts
$6.16M
4
MWM
4
Modern Wealth Management
Kansas
$10.2M
5
Ameriprise
5
Ameriprise
Minnesota
$7.7M

Top Sellers

1
AM
1
AGF Management
Ontario, Canada
$42.9M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$6.95M
3
ASN
3
Advisory Services Network
Georgia
$599K
4
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$0
5
LPL Financial
5
LPL Financial
California
$18.2M
Name Market Value Shares Shares
Change 		Shares
Change %
Lido Advisors
1
Lido Advisors
California
$186M 2,508,013 -19,713 -0.8%
Charles Schwab
2
Charles Schwab
California
$135M 1,820,635 -34,265 -2%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$44.1M 595,860 +6,442 +1%
AM
4
AGF Management
Ontario, Canada
$42.9M 579,183 -249,751 -30%
Morgan Stanley
5
Morgan Stanley
New York
$24.5M 331,555 +8,908 +3%
CWM
6
Congress Wealth Management
Massachusetts
$23.1M 312,278 -6,405 -2%
VC
7
Vicus Capital
Pennsylvania
$22.2M 299,652 +7,331 +3%
LPL Financial
8
LPL Financial
California
$18.2M 245,399 -39,507 -14%
FSC
9
Full Sail Capital
Oklahoma
$18.1M 244,575 -3,362 -1%
Kovitz Investment Group Partners
10
Kovitz Investment Group Partners
Illinois
$16M 215,753 +126,266 +141%
SPIA
11
Strategic Point Investment Advisors
Rhode Island
$15.2M 205,883 +1,578 +0.8%
Wells Fargo
12
Wells Fargo
California
$11.9M 161,219 -20,498 -11%
FFS
13
Fischer Financial Services
Pennsylvania
$11M 148,236 -3,133 -2%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$10.9M 146,906 -92 -0.1%
IFA
15
Independence Financial Advisors
New Hampshire
$10.7M 144,405 +4,736 +3%
MWM
16
Modern Wealth Management
Kansas
$10.2M 137,539 +80,205 +140%
KAS
17
Kestra Advisory Services
Texas
$10.2M 137,110 +9,552 +7%
PCS
18
Personal CFO Solutions
New Jersey
$8.83M 119,296 +8,193 +7%
Stifel Financial
19
Stifel Financial
Missouri
$8.8M 118,899 -5,002 -4%
PA
20
Procyon Advisors
Connecticut
$8.48M 114,516 +39,453 +53%
Ameriprise
21
Ameriprise
Minnesota
$7.7M 103,983 +56,806 +120%
Bank of America
22
Bank of America
North Carolina
$7.57M 102,212 +15,136 +17%
Two Sigma Investments
23
Two Sigma Investments
New York
$7.03M 94,900 +94,900 New
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$6.97M 94,086 +28,870 +44%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$6.95M 93,931 -107,190 -53%
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