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Fidelity MSCI Financials Index ETF
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Overview Fund Activity

251 hedge funds and large institutions have $854M invested in Fidelity MSCI Financials Index ETF in 2025 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 85 increasing their positions, 86 reducing their positions, and 23 closing their positions.

Holders
251
Holders Change
-5
Holders Change %
-1.95%
% of All Funds
3.37%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
25
Increased
85
Reduced
86
Closed
23
Calls
$133K
Puts
$81K
Net Calls
+$52K
Net Calls Change
-$435K

Top Buyers

1
Kovitz Investment Group Partners
1
Kovitz Investment Group Partners
Illinois
$16M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$7.03M
3
BCM
3
Beaumont Capital Management
Massachusetts
$6.16M
4
MWM
4
Modern Wealth Management
Kansas
$10.2M
5
Ameriprise
5
Ameriprise
Minnesota
$7.7M

Top Sellers

1
AM
1
AGF Management
Ontario, Canada
$42.9M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$6.95M
3
ASN
3
Advisory Services Network
Georgia
$599K
4
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$0
5
LPL Financial
5
LPL Financial
California
$18.2M
Name Market Value Shares Shares
Change 		Shares
Change %
AWM
26
AE Wealth Management
Kansas
$6.87M 92,730 +5,660 +7%
HighTower Advisors
27
HighTower Advisors
Illinois
$6.34M 85,592 -3,354 -4%
BCM
28
Beaumont Capital Management
Massachusetts
$6.16M 83,159 +83,159 New
Osaic Holdings
29
Osaic Holdings
Arizona
$6.02M 86,424 -29,432 -25%
Thrivent Financial for Lutherans
30
Thrivent Financial for Lutherans
Minnesota
$5.81M 78,514 +4,596 +6%
Fidelity Investments
31
Fidelity Investments
Massachusetts
$5.27M 71,164 -1,148 -2%
BWM
32
Buska Wealth Management
Wisconsin
$5.1M 68,815 +36,769 +115%
YWM
33
Yoder Wealth Management
California
$4.68M 63,159 +922 +1%
SPIA
34
Steward Partners Investment Advisory
New York
$4.21M 56,819 +55,193 +3,394%
MWM
35
Maltin Wealth Management
New Jersey
$4.11M 55,546 +892 +2%
SSWM
36
Smith Salley Wealth Management
North Carolina
$3.98M 53,785 +713 +1%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$3.77M 50,949 +1,778 +4%
Mariner
38
Mariner
Kansas
$3.53M 47,625 -1,924 -4%
BCI
39
Brinker Capital Investments
Pennsylvania
$2.95M 39,904 -2,039 -5%
OSAM
40
O'Shaughnessy Asset Management
Connecticut
$2.75M 37,160 +4,237 +13%
KPWS
41
Kestra Private Wealth Services
Texas
$2.75M 37,129 +2,157 +6%
LA
42
Lynch & Associates
Indiana
$2.58M 34,820 +1,203 +4%
PFGIA
43
Patriot Financial Group Insurance Agency
Massachusetts
$2.46M 33,181 +672 +2%
VWM
44
VCI Wealth Management
Missouri
$2.44M 32,989 +2,505 +8%
EWA
45
EP Wealth Advisors
California
$2.43M 32,802 -524 -2%
Carson Wealth (CWM LLC)
46
Carson Wealth (CWM LLC)
Nebraska
$2.4M 32,406 +25,164 +347%
ECM
47
Exchange Capital Management
Michigan
$2.37M 31,955 -916 -3%
SSW
48
Smith Shellnut Wilson
Mississippi
$2.29M 30,894 -1,666 -5%
UBS Group
49
UBS Group
Switzerland
$2.18M 29,468 +1,394 +5%
HAP
50
Harbor Asset Planning
Massachusetts
$2.1M 28,348 +28,348 New
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