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Fidelity MSCI Financials Index ETF

254 hedge funds and large institutions have $854M invested in Fidelity MSCI Financials Index ETF in 2025 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 85 increasing their positions, 86 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
254
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
$837K
Puts
$81K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
26
AE Wealth Management
Kansas
$6.87M
HighTower Advisors
27
HighTower Advisors
Illinois
$6.34M
BCM
28
Beaumont Capital Management
Massachusetts
$6.16M
Osaic Holdings
29
Osaic Holdings
Arizona
$6.02M
Thrivent Financial for Lutherans
30
Thrivent Financial for Lutherans
Minnesota
$5.81M
Fidelity Investments
31
Fidelity Investments
Massachusetts
$5.27M
BWM
32
Buska Wealth Management
Wisconsin
$5.1M
YWM
33
Yoder Wealth Management
California
$4.68M
SPIA
34
Steward Partners Investment Advisory
New York
$4.21M
MWM
35
Maltin Wealth Management
New Jersey
$4.11M
SSWM
36
Smith Salley Wealth Management
North Carolina
$3.98M
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$3.77M
Mariner
38
Mariner
Kansas
$3.53M
BCI
39
Brinker Capital Investments
Pennsylvania
$2.95M
OSAM
40
O'Shaughnessy Asset Management
Connecticut
$2.75M
KPWS
41
Kestra Private Wealth Services
Texas
$2.75M
LA
42
Lynch & Associates
Indiana
$2.58M
PFGIA
43
Patriot Financial Group Insurance Agency
Massachusetts
$2.46M
VWM
44
VCI Wealth Management
Missouri
$2.44M
EWA
45
EP Wealth Advisors
California
$2.43M
Carson Wealth (CWM LLC)
46
Carson Wealth (CWM LLC)
Nebraska
$2.4M
ECM
47
Exchange Capital Management
Michigan
$2.37M
SSW
48
Smith Shellnut Wilson
Mississippi
$2.29M
UBS Group
49
UBS Group
Switzerland
$2.18M
HAP
50
Harbor Asset Planning
Massachusetts
$2.1M