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Fidelity MSCI Financials Index ETF

252 hedge funds and large institutions have $947M invested in Fidelity MSCI Financials Index ETF in 2025 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 93 increasing their positions, 65 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
252
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
Fidelity Investments
26
Fidelity Investments
Massachusetts
$6.56M
HighTower Advisors
27
HighTower Advisors
Illinois
$6.36M
Thrivent Financial for Lutherans
28
Thrivent Financial for Lutherans
Minnesota
$6.31M
Two Sigma Investments
29
Two Sigma Investments
New York
$5.87M
YWM
30
Yoder Wealth Management
California
$5.23M
BCM
31
Beaumont Capital Management
Massachusetts
$4.95M
SPIA
32
Steward Partners Investment Advisory
New York
$4.78M
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$4.61M
BWM
34
Buska Wealth Management
Wisconsin
$4.31M
MWM
35
Maltin Wealth Management
New Jersey
$4.3M
SSWM
36
Smith Salley Wealth Management
North Carolina
$4.28M
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$3.81M
SF
38
Summit Financial
New Jersey
$3.65M
Mariner
39
Mariner
Kansas
$3.6M
ACA
40
Aspire Capital Advisors
Washington
$3.25M
BCI
41
Brinker Capital Investments
Pennsylvania
$3.19M
KPWS
42
Kestra Private Wealth Services
Texas
$2.84M
OSAM
43
O'Shaughnessy Asset Management
Connecticut
$2.84M
LA
44
Lynch & Associates
Indiana
$2.73M
Carson Wealth (CWM LLC)
45
Carson Wealth (CWM LLC)
Nebraska
$2.36M
UBS Group
46
UBS Group
Switzerland
$2.28M
SSW
47
Smith Shellnut Wilson
Mississippi
$2.26M
MA
48
Maxele Advisors
Missouri
$2.23M
HAP
49
Harbor Asset Planning
Massachusetts
$2.19M
Susquehanna International Group
50
Susquehanna International Group
Pennsylvania
$2.12M