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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
Holders
255
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$664K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
26
AE Wealth Management
Kansas
$7.83M
Fidelity Investments
27
Fidelity Investments
Massachusetts
$6.56M
HighTower Advisors
28
HighTower Advisors
Illinois
$6.36M
Thrivent Financial for Lutherans
29
Thrivent Financial for Lutherans
Minnesota
$6.31M
Two Sigma Investments
30
Two Sigma Investments
New York
$5.87M
YWM
31
Yoder Wealth Management
California
$5.23M
BCM
32
Beaumont Capital Management
Massachusetts
$4.95M
SPIA
33
Steward Partners Investment Advisory
New York
$4.78M
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$4.61M
BWM
35
Buska Wealth Management
Wisconsin
$4.31M
MWM
36
Maltin Wealth Management
New Jersey
$4.3M
SSWM
37
Smith Salley Wealth Management
North Carolina
$4.28M
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$3.81M
SF
39
Summit Financial
New Jersey
$3.65M
Mariner
40
Mariner
Kansas
$3.6M
ACA
41
Aspire Capital Advisors
Washington
$3.25M
BCI
42
Brinker Capital Investments
Pennsylvania
$3.19M
KPWS
43
Kestra Private Wealth Services
Texas
$2.84M
OSAM
44
O'Shaughnessy Asset Management
Connecticut
$2.84M
LA
45
Lynch & Associates
Indiana
$2.73M
Carson Wealth (CWM LLC)
46
Carson Wealth (CWM LLC)
Nebraska
$2.36M
UBS Group
47
UBS Group
Switzerland
$2.28M
SSW
48
Smith Shellnut Wilson
Mississippi
$2.26M
MA
49
Maxele Advisors
Missouri
$2.23M
HAP
50
Harbor Asset Planning
Massachusetts
$2.19M