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Fidelity MSCI Financials Index ETF

254 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, 65 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
254
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
PWA
226
Physician Wealth Advisors
Utah
$15.9K
CFO
227
CVA Family Office
Colorado
$14.5K
SGK
228
Steigerwald Gordon & Koch
Virginia
$14.1K
BONH
229
Bank of New Hampshire
New Hampshire
$12.9K
T
230
Tidemark
California
$11.5K
SIS
231
Sound Income Strategies
Florida
$10.4K
SWM
232
Spire Wealth Management
Virginia
$7.63K
MSG
233
Main Street Group
Virginia
$7.63K
BFPW
234
BOK Financial Private Wealth
Colorado
$6.64K
VWA
235
Valued Wealth Advisors
Utah
$5.57K
CAL
236
Capital Analysts LLC
Pennsylvania
$5K
BTI
237
Blue Trust Inc
Georgia
$4.96K
PFA
238
Pillar Financial Advisors
Kentucky
$3.89K
AC
239
AlphaCore Capital
California
$3.66K
AF
240
Allworth Financial
California
$3.58K
AF
241
Advisornet Financial
Minnesota
$3.36K
BLC
242
Brown, Lisle/Cummings
Rhode Island
$3.13K
PP
243
PFS Partners
New Jersey
$2.99K
WWM
244
Wolff Wiese Magana
California
$2.98K
S
245
SignatureFD
Georgia
$2.7K
CA
246
CoreCap Advisors
Michigan
$2.67K
RIL
247
Rothschild Investment LLC
Illinois
$2.21K
CPBTD
248
Central Pacific Bank - Trust Division
Hawaii
$2.21K
PK
249
Pflug Koory
Nebraska
$1.91K
TFA
250
Transamerica Financial Advisors
Florida
$1.86K