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Fidelity MSCI Financials Index ETF
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Overview Fund Activity

256 hedge funds and large institutions have $822M invested in Fidelity MSCI Financials Index ETF in 2025 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 100 increasing their positions, 57 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
256
Holders Change
+13
Holders Change %
+5.35%
% of All Funds
3.48%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.05%
New
41
Increased
100
Reduced
57
Closed
22
Calls
$487K
Puts
–
Net Calls
+$487K
Net Calls Change
+$487K

Top Buyers

1
Lido Advisors
1
Lido Advisors
California
$176M
2
PCS
2
Personal CFO Solutions
New Jersey
$7.72M
3
AM
3
AGF Management
Ontario, Canada
$57.6M
4
LPL Financial
4
LPL Financial
California
$19.8M
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$3.48M

Top Sellers

1
Kovitz Investment Group Partners
1
Kovitz Investment Group Partners
Illinois
$6.22M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$14M
3
Charles Schwab
3
Charles Schwab
California
$129M
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$5.14M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$41M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCWM
251
Bartlett & Co Wealth Management
Ohio
$1.18K +$1.18K +17 New
HFS
252
Hughes Financial Services
Virginia
$971 +$971 +14 New
Russell Investments Group
253
Russell Investments Group
United Kingdom
$765 +$765 +11 New
FCMT
254
Founders Capital Management (Texas)
Texas
$467 – – –
LC
255
Lindbrook Capital
California
$236 – – –
KGP
256
Keystone Global Partners
Colorado
$70 +$70 +1 New
AA
257
Ancora Advisors
Ohio
$24 -$23 – –
PAS
258
PKS Advisory Services
New York
– -$664K -13,023 Closed
SOS
259
Silver Oak Securities
Tennessee
– -$286K -4,160 Closed
FFS
260
Founders Financial Securities
Maryland
– -$271K -3,944 Closed
SW
261
SVB Wealth
Massachusetts
– -$258K -3,762 Closed
JWCA
262
J.W. Cole Advisors
Florida
– -$255K -3,710 Closed
RRA
263
Round Rock Advisors
Connecticut
– -$206K -3,000 Closed
AWA
264
Arete Wealth Advisors
Illinois
– -$200K -2,917 Closed
PFA
265
Pathway Financial Advisers
Indiana
– -$73K -1,063 Closed
EF
266
Empowered Funds
Pennsylvania
– -$24.4K -355 Closed
EW
267
Element Wealth
Mississippi
– -$21.1K -307 Closed
CFGS
268
Concourse Financial Group Securities
Alabama
– -$18K -250 Closed
CB
269
CNB Bank
Pennsylvania
– -$12K -175 Closed
CFFP
270
Center for Financial Planning
Michigan
– -$11.9K -173 Closed
MRP
271
Measured Risk Portfolios
California
– -$10.3K -150 Closed
PCA
272
PMV Capital Advisers
Texas
– -$9.62K -140 Closed
LDB
273
Lee, Danner & Bass
Tennessee
– -$7.84K -114 Closed
MDA
274
Minot DeBlois Advisors
Massachusetts
– -$7.07K -103 Closed
VWM
275
Venturi Wealth Management
Texas
– -$6.66K -97 Closed
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