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Fidelity MSCI Financials Index ETF

255 hedge funds and large institutions have $963M invested in Fidelity MSCI Financials Index ETF in 2025 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 95 increasing their positions, 66 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
255
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$664K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PC
226
Promus Capital
Illinois
$16K
PWA
227
Physician Wealth Advisors
Utah
$15.9K
CFO
228
CVA Family Office
Colorado
$14.5K
SGK
229
Steigerwald Gordon & Koch
Virginia
$14.1K
BONH
230
Bank of New Hampshire
New Hampshire
$12.9K
T
231
Tidemark
California
$11.5K
SIS
232
Sound Income Strategies
Florida
$10.4K
MSG
233
Main Street Group
Virginia
$7.63K
SWM
234
Spire Wealth Management
Virginia
$7.63K
BFPW
235
BOK Financial Private Wealth
Colorado
$6.64K
VWA
236
Valued Wealth Advisors
Utah
$5.57K
CAL
237
Capital Analysts LLC
Pennsylvania
$5K
BTI
238
Blue Trust Inc
Georgia
$4.96K
PFA
239
Pillar Financial Advisors
Kentucky
$3.89K
AC
240
AlphaCore Capital
California
$3.66K
AF
241
Allworth Financial
California
$3.58K
AF
242
Advisornet Financial
Minnesota
$3.36K
BLC
243
Brown, Lisle/Cummings
Rhode Island
$3.13K
PP
244
PFS Partners
New Jersey
$2.99K
WWM
245
Wolff Wiese Magana
California
$2.98K
S
246
SignatureFD
Georgia
$2.7K
CA
247
CoreCap Advisors
Michigan
$2.67K
RIL
248
Rothschild Investment LLC
Illinois
$2.21K
CPBTD
249
Central Pacific Bank - Trust Division
Hawaii
$2.21K
PK
250
Pflug Koory
Nebraska
$1.91K