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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

73% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 15

44% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 66

12% more capital invested

Capital invested by funds: $858M → $963M (+$105M)

3.3% more ownership

Funds ownership: 37.27%40.57% (+3.3%)

0% more funds holding

Funds holding: 254255 (+1)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
255
Holders Change
+1
Holders Change %
+0.39%
% of All Funds
3.35%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
26
Increased
95
Reduced
66
Closed
15
Calls
$664K
Puts
Net Calls
+$664K
Net Calls Change
-$92K
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
26
AE Wealth Management
Kansas
$7.83M +$736K +9,778 +11%
Fidelity Investments
27
Fidelity Investments
Massachusetts
$6.56M +$1.11M +14,706 +21%
HighTower Advisors
28
HighTower Advisors
Illinois
$6.36M -$169K -2,238 -3%
Thrivent Financial for Lutherans
29
Thrivent Financial for Lutherans
Minnesota
$6.31M +$312K +4,138 +5%
Two Sigma Investments
30
Two Sigma Investments
New York
$5.87M -$1.36M -18,000 -19%
YWM
31
Yoder Wealth Management
California
$5.23M +$403K +5,351 +8%
BCM
32
Beaumont Capital Management
Massachusetts
$4.95M -$1.38M -18,283 -22%
SPIA
33
Steward Partners Investment Advisory
New York
$4.78M +$435K +5,781 +10%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$4.61M -$2.54M -33,755 -36%
BWM
35
Buska Wealth Management
Wisconsin
$4.31M -$929K -12,340 -18%
MWM
36
Maltin Wealth Management
New Jersey
$4.3M +$59.5K +790 +1%
SSWM
37
Smith Salley Wealth Management
North Carolina
$4.28M +$175K +2,317 +4%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$3.81M -$79K -1,049 -2%
SF
39
Summit Financial
New Jersey
$3.65M +$2.64M +35,001 +273%
Mariner
40
Mariner
Kansas
$3.6M -$32.8K -436 -0.9%
ACA
41
Aspire Capital Advisors
Washington
$3.25M +$1.16M +15,337 +56%
BCI
42
Brinker Capital Investments
Pennsylvania
$3.19M +$137K +1,821 +5%
KPWS
43
Kestra Private Wealth Services
Texas
$2.84M +$10.2K +136 +0.4%
OSAM
44
O'Shaughnessy Asset Management
Connecticut
$2.84M
LA
45
Lynch & Associates
Indiana
$2.73M +$68.1K +904 +3%
Carson Wealth (CWM LLC)
46
Carson Wealth (CWM LLC)
Nebraska
$2.36M -$114K -1,514 -5%
UBS Group
47
UBS Group
Switzerland
$2.28M +$34K +452 +2%
SSW
48
Smith Shellnut Wilson
Mississippi
$2.26M -$101K -1,338 -4%
MA
49
Maxele Advisors
Missouri
$2.23M +$1.66K +22 +0.1%
HAP
50
Harbor Asset Planning
Massachusetts
$2.19M +$22.1K +294 +1%