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Fidelity MSCI Financials Index ETF

265 hedge funds and large institutions have $952M invested in Fidelity MSCI Financials Index ETF in 2025 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 106 increasing their positions, 67 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 21

58% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 67

4% more funds holding

Funds holding: 255265 (+10)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1% less capital invested

Capital invested by funds: $963M → $952M (-$11.6M)

1.2% less ownership

Funds ownership: 40.57%39.37% (-1.2%)

Holders
265
Holders Change
+10
Holders Change %
+3.92%
% of All Funds
3.22%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
36
Increased
106
Reduced
67
Closed
21
Calls
$536K
Puts
Net Calls
+$536K
Net Calls Change
-$128K
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
226
Aptus Capital Advisors
Alabama
$32.7K +$151 +2 +0.5%
AA
227
Ancora Advisors
Ohio
$31.1K +$30.2K +400 New
CIAS
228
Capital Investment Advisory Services
North Carolina
$31.1K
TCM
229
Tradewinds Capital Management
Washington
$24.4K +$76 +1 +0.3%
HPWM
230
High Point Wealth Management
New Jersey
$23.6K +$23K +304 New
RF
231
Rossby Financial
Florida
$23.4K
GCM
232
Gables Capital Management
Florida
$22K
RFP
233
Root Financial Partners
California
$21.1K +$20.6K +272 New
QCG
234
Quadrant Capital Group
Ohio
$19.1K
PTC
235
Private Trust Company
Ohio
$19.1K
Russell Investments Group
236
Russell Investments Group
United Kingdom
$16.8K -$302 -4 -2%
WA
237
Waverly Advisors
Alabama
$16.3K +$15.9K +210 New
PWA
238
Physician Wealth Advisors
Utah
$16.1K
CFO
239
CVA Family Office
Colorado
$14.8K
SGK
240
Steigerwald Gordon & Koch
Virginia
$14.3K
BONH
241
Bank of New Hampshire
New Hampshire
$13.1K
T
242
Tidemark
California
$11.7K
CA
243
CoreCap Advisors
Michigan
$7.85K +$4.99K +66 +189%
SWM
244
Spire Wealth Management
Virginia
$7.77K
BFPW
245
BOK Financial Private Wealth
Colorado
$6.76K
Bank of Montreal
246
Bank of Montreal
Ontario, Canada
$5.91K +$6.04K +80 New
VWA
247
Valued Wealth Advisors
Utah
$5.68K
CAL
248
Capital Analysts LLC
Pennsylvania
$5K
SWM
249
SHP Wealth Management
Massachusetts
$4.67K +$4.53K +60 New
PFA
250
Pillar Financial Advisors
Kentucky
$3.96K