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Fidelity MSCI Financials Index ETF

252 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 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
252
Holders Change
-4
Holders Change %
-1.56%
% of All Funds
3.38%
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
25
Calls
$837K
Puts
$81K
Net Calls
+$756K
Net Calls Change
+$269K
Name Holding Trade Value Shares
Change
Shares
Change %
SWM
226
Spire Wealth Management
Virginia
$7.4K -$22.2K -300 -75%
MSG
227
Main Street Group
Virginia
$7.4K
BFPW
228
BOK Financial Private Wealth
Colorado
$6.44K
CIBC Private Wealth Group
229
CIBC Private Wealth Group
Georgia
$6.28K
MWA
230
Moser Wealth Advisors
Washington
$5.55K +$5.55K +75 New
VWA
231
Valued Wealth Advisors
Utah
$5.41K
PFA
232
Pillar Financial Advisors
Kentucky
$3.78K
Russell Investments Group
233
Russell Investments Group
United Kingdom
$3.63K +$2.81K +38 +345%
GIM
234
Glenmede Investment Management
Pennsylvania
$3.63K +$3.63K +49 New
AC
235
AlphaCore Capital
California
$3.55K +$3.55K +48 New
AF
236
Allworth Financial
California
$3.47K -$7.16K -97 -67%
AF
237
Advisornet Financial
Minnesota
$3.26K -$25.9K -350 -89%
AUB
238
Atlantic Union Bankshares
Virginia
$3.18K +$3.18K +43 New
BLC
239
Brown, Lisle/Cummings
Rhode Island
$3.04K
LFG
240
Larson Financial Group
Missouri
$2.99K
WWM
241
Wolff Wiese Magana
California
$2.89K
PP
242
PFS Partners
New Jersey
$2.89K
S
243
SignatureFD
Georgia
$2.61K
CA
244
CoreCap Advisors
Michigan
$2.59K -$2.44K -33 -49%
CPBTD
245
Central Pacific Bank - Trust Division
Hawaii
$2.15K
RIL
246
Rothschild Investment LLC
Illinois
$2.15K
CIA
247
Cape Investment Advisory
Georgia
$2.04K +$73 +1 +4%
TFA
248
Transamerica Financial Advisors
Florida
$1.86K -$1.15K -16 -38%
PK
249
Pflug Koory
Nebraska
$1.85K
BCWM
250
Bartlett & Co Wealth Management
Ohio
$1.26K