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Fidelity MSCI Financials Index ETF

252 hedge funds and large institutions have $947M invested in Fidelity MSCI Financials Index ETF in 2025 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 93 increasing their positions, 65 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
252
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
$664K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCA
51
Snowden Capital Advisors
New York
$2.11M
Citigroup
52
Citigroup
New York
$2.02M
AAS
53
Ameritas Advisory Services
Nebraska
$1.98M
KPWM
54
KDK Private Wealth Management
Texas
$1.94M
Cetera Investment Advisers
55
Cetera Investment Advisers
Illinois
$1.91M
RSWM
56
Robertson Stephens Wealth Management
California
$1.88M
LA
57
Lifeworks Advisors
Michigan
$1.72M
SPC
58
Sigma Planning Corp
Michigan
$1.66M
NA
59
NewEdge Advisors
Louisiana
$1.64M
AFM
60
Aspetuck Financial Management
Connecticut
$1.64M
BWM
61
Birchcreek Wealth Management
Ohio
$1.52M
PA
62
PFG Advisors
Arizona
$1.42M
MWM
63
Meridian Wealth Management
Kentucky
$1.42M
GVAG
64
Great Valley Advisor Group
Delaware
$1.38M
RPGK
65
Retirement Planning Group (Kansas)
Kansas
$1.38M
BJL
66
Brighton Jones LLC
Washington
$1.38M
Raymond James Financial
67
Raymond James Financial
Florida
$1.37M
Royal Bank of Canada
68
Royal Bank of Canada
Ontario, Canada
$1.36M
QCM
69
Quantinno Capital Management
New York
$1.36M
Fisher Asset Management
70
Fisher Asset Management
Washington
$1.36M
Jones Financial Companies
71
Jones Financial Companies
Missouri
$1.33M
SS
72
Sunbelt Securities
Texas
$1.3M
Creative Planning
73
Creative Planning
Kansas
$1.15M
NWM
74
Nova Wealth Management
Florida
$1.08M
TCM
75
Traynor Capital Management
Pennsylvania
$1.08M