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Fidelity MSCI Financials Index ETF
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Overview Fund Activity

256 hedge funds and large institutions have $822M invested in Fidelity MSCI Financials Index ETF in 2025 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 100 increasing their positions, 57 reducing their positions, and 22 closing their positions.

Holders
256
Holders Change
+13
Holders Change %
+5.35%
% of All Funds
3.48%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.05%
New
41
Increased
100
Reduced
57
Closed
22
Calls
$487K
Puts
–
Net Calls
+$487K
Net Calls Change
+$487K

Top Buyers

1
Lido Advisors
1
Lido Advisors
California
$176M
2
PCS
2
Personal CFO Solutions
New Jersey
$7.72M
3
AM
3
AGF Management
Ontario, Canada
$57.6M
4
LPL Financial
4
LPL Financial
California
$19.8M
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$3.48M

Top Sellers

1
Kovitz Investment Group Partners
1
Kovitz Investment Group Partners
Illinois
$6.22M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$14M
3
Charles Schwab
3
Charles Schwab
California
$129M
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$5.14M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$41M
Name Holding Trade Value Shares
Change 		Shares
Change %
Thrivent Financial for Lutherans
26
Thrivent Financial for Lutherans
Minnesota
$5.14M -$4.29M -61,771 -46%
Fidelity Investments
27
Fidelity Investments
Massachusetts
$5.03M +$426K +6,123 +9%
ASN
28
Advisory Services Network
Georgia
$4.79M +$62.1K +893 +1%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$4.53M +$1.31M +18,887 +41%
YWM
30
Yoder Wealth Management
California
$4.33M +$266K +3,824 +7%
MWM
31
Modern Wealth Management
Kansas
$3.99M +$80K +1,151 +2%
MWM
32
Maltin Wealth Management
New Jersey
$3.8M +$151K +2,179 +4%
SSWM
33
Smith Salley Wealth Management
North Carolina
$3.69M +$49.9K +718 +1%
MML Investors Services
34
MML Investors Services
Massachusetts
$3.53M +$3.28M +47,243 +1,346%
BNP Paribas Financial Markets
35
BNP Paribas Financial Markets
France
$3.48M +$3.48M +50,000 New
Mariner
36
Mariner
Kansas
$3.44M +$65.1K +936 +2%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$3.42M -$110K -1,588 -3%
ACA
38
Aspire Capital Advisors
Washington
$3.39M +$3.39M +48,718 New
Ameriprise
39
Ameriprise
Minnesota
$3.28M +$1.44M +20,737 +78%
AWS
40
Atria Wealth Solutions
New York
$2.99M +$1.62M +23,297 +118%
OPS
41
Orion Portfolio Solutions
Nebraska
$2.92M +$177K +2,540 +6%
BCI
42
Brinker Capital Investments
Pennsylvania
$2.92M +$177K +2,540 +6%
KPWS
43
Kestra Private Wealth Services
Texas
$2.43M +$104K +1,502 +4%
Jane Street
44
Jane Street
New York
$2.34M +$2.34M +33,721 New
LA
45
Lynch & Associates
Indiana
$2.34M -$45.9K -660 -2%
EWA
46
EP Wealth Advisors
California
$2.32M -$18.8K -271 -0.8%
OSAM
47
O'Shaughnessy Asset Management
Connecticut
$2.29M +$2.05M +29,438 +845%
ECM
48
Exchange Capital Management
Michigan
$2.29M -$78.3K -1,126 -3%
SSW
49
Smith Shellnut Wilson
Mississippi
$2.26M +$46.6K +671 +2%
PFGIA
50
Patriot Financial Group Insurance Agency
Massachusetts
$2.26M +$117K +1,678 +5%
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