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Fidelity MSCI Financials Index ETF

261 hedge funds and large institutions have $950M invested in Fidelity MSCI Financials Index ETF in 2025 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 106 increasing their positions, 66 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
261
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
$536K
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$4.88M
2 +$4.62M
3 +$4.23M
4
Charles Schwab
Charles Schwab
California
+$3.88M
5
Citigroup
Citigroup
New York
+$3.73M
Name Holding Trade Value Shares
Change
Change in
Stake
Thrivent Financial for Lutherans
26
Thrivent Financial for Lutherans
Minnesota
$6.82M
YWM
27
Yoder Wealth Management
California
$6.36M
Citigroup
28
Citigroup
New York
$5.89M
HighTower Advisors
29
HighTower Advisors
Illinois
$5.42M
Ameriprise
30
Ameriprise
Minnesota
$5.2M
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$4.99M
BCM
32
Beaumont Capital Management
Massachusetts
$4.94M
SPIA
33
Steward Partners Investment Advisory
New York
$4.91M
MWM
34
Maltin Wealth Management
New Jersey
$4.4M
SSWM
35
Smith Salley Wealth Management
North Carolina
$4.38M
Mariner
36
Mariner
Kansas
$3.86M
SF
37
Summit Financial
New Jersey
$3.84M
ACA
38
Aspire Capital Advisors
Washington
$3.52M
BWM
39
Buska Wealth Management
Wisconsin
$3.37M
RSWM
40
Robertson Stephens Wealth Management
California
$2.98M
BCI
41
Brinker Capital Investments
Pennsylvania
$2.96M
OSAM
42
O'Shaughnessy Asset Management
Connecticut
$2.87M
KPWS
43
Kestra Private Wealth Services
Texas
$2.84M
LA
44
Lynch & Associates
Indiana
$2.8M
UBS Group
45
UBS Group
Switzerland
$2.51M
Carson Wealth (CWM LLC)
46
Carson Wealth (CWM LLC)
Nebraska
$2.49M
Cetera Investment Advisers
47
Cetera Investment Advisers
Illinois
$2.38M
MA
48
Maxele Advisors
Missouri
$2.38M
HAP
49
Harbor Asset Planning
Massachusetts
$2.25M
EWA
50
EP Wealth Advisors
California
$2.14M