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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
Wealth Enhancement Advisory Services
51
Wealth Enhancement Advisory Services
Minnesota
$2.1M
SCA
52
Snowden Capital Advisors
New York
$2.06M
LA
53
Lifeworks Advisors
Michigan
$2.05M
AAS
54
Ameritas Advisory Services
Nebraska
$2.01M
KPWM
55
KDK Private Wealth Management
Texas
$1.93M
Susquehanna International Group
56
Susquehanna International Group
Pennsylvania
$1.73M
SPC
57
Sigma Planning Corp
Michigan
$1.69M
AFM
58
Aspetuck Financial Management
Connecticut
$1.66M
JE
59
Jacobs Equity
Utah
$1.6M
Raymond James Financial
60
Raymond James Financial
Florida
$1.57M
MWM
61
Meridian Wealth Management
Kentucky
$1.57M
PA
62
PFG Advisors
Arizona
$1.53M
QCM
63
Quantinno Capital Management
New York
$1.48M
Jones Financial Companies
64
Jones Financial Companies
Missouri
$1.41M
Fisher Asset Management
65
Fisher Asset Management
Washington
$1.41M
RPGK
66
Retirement Planning Group (Kansas)
Kansas
$1.4M
GVAG
67
Great Valley Advisor Group
Delaware
$1.37M
Royal Bank of Canada
68
Royal Bank of Canada
Ontario, Canada
$1.32M
Creative Planning
69
Creative Planning
Kansas
$1.25M
TCM
70
Traynor Capital Management
Pennsylvania
$1.13M
NA
71
NewEdge Advisors
Louisiana
$1.13M
NWM
72
Nova Wealth Management
Florida
$1.11M
ACA
73
Atlas Capital Advisors
Wyoming
$1.1M
ANBT
74
American National Bank & Trust
Texas
$1.07M
AFAS
75
Acorn Financial Advisory Services
Virginia
$1.06M