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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
AF
251
Advisornet Financial
Minnesota
$3.42K
BLC
252
Brown, Lisle/Cummings
Rhode Island
$3.19K
LFG
253
Larson Financial Group
Missouri
$3.14K -$43.1K -571 -93%
PP
254
PFS Partners
New Jersey
$3.05K
WWM
255
Wolff Wiese Magana
California
$3.03K
S
256
SignatureFD
Georgia
$2.76K +$76 +1 +3%
CPBTD
257
Central Pacific Bank - Trust Division
Hawaii
$2.25K
RIL
258
Rothschild Investment LLC
Illinois
$2.25K
CIA
259
Cape Investment Advisory
Georgia
$2.15K +$2.12K +28 New
PK
260
Pflug Koory
Nebraska
$1.94K
TFA
261
Transamerica Financial Advisors
Florida
$1.85K -$76 -1 -4%
SC
262
SouthState Corp
Florida
$1.24K +$1.21K +16 New
HFS
263
Hughes Financial Services
Virginia
$1.09K
FCMT
264
Founders Capital Management (Texas)
Texas
$528
MI
265
Motiv8 Investments
Florida
$85 +$82.5K +1,092 New
BTI
266
Blue Trust Inc
Georgia
$19 -$4.91K -65 Closed
Two Sigma Investments
267
Two Sigma Investments
New York
-$5.87M -76,900 Closed
BJL
268
Brighton Jones LLC
Washington
-$1.38M -18,044 Closed
CGH
269
Crossmark Global Holdings
Texas
-$1M -13,125 Closed
EFS
270
Essex Financial Services
Connecticut
-$675K -8,836 Closed
Citadel Advisors
271
Citadel Advisors
Florida
-$601K -7,871 Closed
EF
272
Empowered Funds
Pennsylvania
-$377K -4,938 Closed
KeyBank National Association
273
KeyBank National Association
Ohio
-$259K -3,389 Closed
WN
274
Williams & Novak
California
-$254K -3,325 Closed
AFG
275
Atomi Financial Group
New York
-$231K -3,026 Closed