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Fidelity MSCI Financials Index ETF

265 hedge funds and large institutions have $952M invested in Fidelity MSCI Financials Index ETF in 2025 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 106 increasing their positions, 67 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 21

58% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 67

4% more funds holding

Funds holding: 255265 (+10)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1% less capital invested

Capital invested by funds: $963M → $952M (-$11.6M)

1.2% less ownership

Funds ownership: 40.57%39.37% (-1.2%)

Holders
265
Holders Change
+10
Holders Change %
+3.92%
% of All Funds
3.22%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
36
Increased
106
Reduced
67
Closed
21
Calls
$536K
Puts
Net Calls
+$536K
Net Calls Change
-$128K
Name Holding Trade Value Shares
Change
Change in
Stake
Thrivent Financial for Lutherans
26
Thrivent Financial for Lutherans
Minnesota
$6.82M +$380K +5,035 +6%
YWM
27
Yoder Wealth Management
California
$6.36M +$1.01M +13,304 +19%
Citigroup
28
Citigroup
New York
$5.89M +$3.73M +49,308 +187%
HighTower Advisors
29
HighTower Advisors
Illinois
$5.42M -$1.03M -13,620 -16%
Ameriprise
30
Ameriprise
Minnesota
$5.2M -$4.1M -54,265 -45%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$4.99M +$1.08M +14,325 +29%
BCM
32
Beaumont Capital Management
Massachusetts
$4.94M -$99.1K -1,312 -2%
SPIA
33
Steward Partners Investment Advisory
New York
$4.91M +$43.2K +572 +0.9%
MWM
34
Maltin Wealth Management
New Jersey
$4.4M +$22.2K +294 +0.5%
SSWM
35
Smith Salley Wealth Management
North Carolina
$4.38M +$15.8K +209 +0.4%
Mariner
36
Mariner
Kansas
$3.86M +$186K +2,459 +5%
SF
37
Summit Financial
New Jersey
$3.84M +$120K +1,593 +3%
ACA
38
Aspire Capital Advisors
Washington
$3.52M +$207K +2,740 +6%
BWM
39
Buska Wealth Management
Wisconsin
$3.37M -$991K -13,120 -23%
RSWM
40
Robertson Stephens Wealth Management
California
$2.98M +$1.04M +13,738 +56%
BCI
41
Brinker Capital Investments
Pennsylvania
$2.96M -$274K -3,623 -9%
OSAM
42
O'Shaughnessy Asset Management
Connecticut
$2.87M -$14.1K -186 -0.5%
KPWS
43
Kestra Private Wealth Services
Texas
$2.84M -$52.1K -689 -2%
LA
44
Lynch & Associates
Indiana
$2.8M +$26.2K +347 +1%
UBS Group
45
UBS Group
Switzerland
$2.51M +$182K +2,409 +8%
Carson Wealth (CWM LLC)
46
Carson Wealth (CWM LLC)
Nebraska
$2.49M +$87.5K +1,158 +4%
Cetera Investment Advisers
47
Cetera Investment Advisers
Illinois
$2.38M +$420K +5,565 +22%
MA
48
Maxele Advisors
Missouri
$2.38M +$106K +1,398 +5%
HAP
49
Harbor Asset Planning
Massachusetts
$2.25M +$24.7K +327 +1%
EWA
50
EP Wealth Advisors
California
$2.14M +$2.08M +27,550 New