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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
TFA
251
Transamerica Financial Advisors
Florida
$1.86K -$75 -1 -4%
BCWM
252
Bartlett & Co Wealth Management
Ohio
$1.3K
HFS
253
Hughes Financial Services
Virginia
$1.05K
FCMT
254
Founders Capital Management (Texas)
Texas
$516
AA
255
Ancora Advisors
Ohio
$26
PFGIA
256
Patriot Financial Group Insurance Agency
Massachusetts
-$2.46M -33,181 Closed
VWM
257
VCI Wealth Management
Missouri
-$2.44M -32,989 Closed
Goldman Sachs
258
Goldman Sachs
New York
-$1.68M -22,700 Closed
BCI
259
Blue Capital Inc
Nebraska
-$1.07M -14,392 Closed
Truist Financial
260
Truist Financial
North Carolina
-$784K -10,592 Closed
OMC
261
Old Mission Capital
Illinois
-$347K -4,693 Closed
AWA
262
Amplius Wealth Advisors
Pennsylvania
-$222K -3,002 Closed
MAS
263
MPWM Advisory Solutions
Georgia
-$89.7K -1,212 Closed
HR
264
Howe & Rusling
New York
-$59K -797 Closed
SFC
265
SYM Financial Corp
Indiana
-$51.8K -700 Closed
Belvedere Trading
266
Belvedere Trading
Illinois
-$34K -459 Closed
BFP
267
Briaud Financial Planning
Texas
-$25K -346 Closed
AAP
268
Arax Advisory Partners
Colorado
-$43K -56 Closed
GIM
269
Glenmede Investment Management
Pennsylvania
-$3.63K -49 Closed
CIA
270
Cape Investment Advisory
Georgia
-$2.04K -28 Closed
AW
271
Avion Wealth
Texas
+$753 +10 New