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Fidelity MSCI Financials Index ETF

254 hedge funds and large institutions have $858M invested in Fidelity MSCI Financials Index ETF in 2025 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 87 increasing their positions, 85 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

933% more call options, than puts

Call options by funds: $837K | Put options by funds: $81K

4% more capital invested

Capital invested by funds: $824M → $858M (+$34.1M)

2% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 85

4% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 26

1.09% less ownership

Funds ownership: 38.36%37.27% (-1.1%)

2% less funds holding

Funds holding: 259254 (-5)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
254
Holders Change
-5
Holders Change %
-1.93%
% of All Funds
3.34%
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
87
Reduced
85
Closed
26
Calls
$837K
Puts
$81K
Net Calls
+$756K
Net Calls Change
+$269K
Name Holding Trade Value Shares
Change
Change in
Stake
SIS
226
Sound Income Strategies
Florida
$10.2K
SWM
227
Spire Wealth Management
Virginia
$7.4K -$20.8K -300 -75%
MSG
228
Main Street Group
Virginia
$7.4K
BFPW
229
BOK Financial Private Wealth
Colorado
$6.44K
CIBC Private Wealth Group
230
CIBC Private Wealth Group
Georgia
$6.28K
MWA
231
Moser Wealth Advisors
Washington
$5.55K +$5.2K +75 New
VWA
232
Valued Wealth Advisors
Utah
$5.41K
PFA
233
Pillar Financial Advisors
Kentucky
$3.78K
Russell Investments Group
234
Russell Investments Group
United Kingdom
$3.63K +$2.64K +38 +345%
GIM
235
Glenmede Investment Management
Pennsylvania
$3.63K +$3.4K +49 New
AC
236
AlphaCore Capital
California
$3.55K +$3.33K +48 New
AF
237
Allworth Financial
California
$3.47K -$6.73K -97 -67%
AF
238
Advisornet Financial
Minnesota
$3.26K -$24.3K -350 -89%
AUB
239
Atlantic Union Bankshares
Virginia
$3.18K +$2.98K +43 New
BLC
240
Brown, Lisle/Cummings
Rhode Island
$3.04K
LFG
241
Larson Financial Group
Missouri
$2.99K
WWM
242
Wolff Wiese Magana
California
$2.89K
PP
243
PFS Partners
New Jersey
$2.88K
S
244
SignatureFD
Georgia
$2.61K
CA
245
CoreCap Advisors
Michigan
$2.59K -$2.29K -33 -49%
CPBTD
246
Central Pacific Bank - Trust Division
Hawaii
$2.15K
RIL
247
Rothschild Investment LLC
Illinois
$2.15K
CIA
248
Cape Investment Advisory
Georgia
$2.04K +$69 +1 +4%
TFA
249
Transamerica Financial Advisors
Florida
$1.86K -$1.11K -16 -38%
PK
250
Pflug Koory
Nebraska
$1.85K

FNCL Hedge Fund Activity: Q2 2025 in Review

254 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Financials Index ETF (FNCL) for Q2 2025, worth a combined $858M — up 4.1% from $824M a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of FNCL and 25 opened new positions — a net loss of 1 holder — while 85 trimmed existing stakes and 87 added.

The largest buyer was Kovitz Investment Group Partners, adding an estimated $8.76M. The largest seller was AGF Management, cutting an estimated $17.3M.

  • 254 institutional investors held Fidelity MSCI Financials Index ETF (FNCL) as of Q2 2025, down from 259 in Q1 2025.
  • Funds reported $858M of Fidelity MSCI Financials Index ETF stock for Q2 2025, up 4.1% quarter-over-quarter.
  • 25 funds opened new Fidelity MSCI Financials Index ETF positions in Q2 2025 and 26 closed out, a net change of -1 holder.
  • The largest Fidelity MSCI Financials Index ETF buyer in Q2 2025 was Kovitz Investment Group Partners, an estimated $8.76M added.
  • The largest Fidelity MSCI Financials Index ETF seller in Q2 2025 was AGF Management, an estimated $17.3M sold.

Based on aggregated 13F filings for Q2 2025.