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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

73% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 15

44% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 66

12% more capital invested

Capital invested by funds: $858M → $963M (+$105M)

3.3% more ownership

Funds ownership: 37.27%40.57% (+3.3%)

0% more funds holding

Funds holding: 254255 (+1)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
255
Holders Change
+1
Holders Change %
+0.39%
% of All Funds
3.35%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
26
Increased
95
Reduced
66
Closed
15
Calls
$664K
Puts
Net Calls
+$664K
Net Calls Change
-$92K
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 -$10.2K -135 -42%
SGK
229
Steigerwald Gordon & Koch
Virginia
$14.1K +$13.9K +184 New
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 +$4.67K +62 New
BTI
238
Blue Trust Inc
Georgia
$4.96K +$4.9K +65 New
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
CPBTD
248
Central Pacific Bank - Trust Division
Hawaii
$2.21K
RIL
249
Rothschild Investment LLC
Illinois
$2.21K
PK
250
Pflug Koory
Nebraska
$1.91K