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Fidelity MSCI Financials Index ETF

254 hedge funds and large institutions have $858M invested in Fidelity MSCI Financials Index ETF in 2025 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 86 increasing their positions, 86 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
254
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
$837K
Puts
$81K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HAP
51
Harbor Asset Planning
Massachusetts
$2.1M
SCA
52
Snowden Capital Advisors
New York
$2.08M
ACA
53
Aspire Capital Advisors
Washington
$2.02M
Citigroup
54
Citigroup
New York
$2.01M
KPWM
55
KDK Private Wealth Management
Texas
$1.93M
AWS
56
Atria Wealth Solutions
New York
$1.92M
RSWM
57
Robertson Stephens Wealth Management
California
$1.82M
Cetera Investment Advisers
58
Cetera Investment Advisers
Illinois
$1.77M
AAS
59
Ameritas Advisory Services
Nebraska
$1.74M
Goldman Sachs
60
Goldman Sachs
New York
$1.68M
AFM
61
Aspetuck Financial Management
Connecticut
$1.59M
SPC
62
Sigma Planning Corp
Michigan
$1.54M
Royal Bank of Canada
63
Royal Bank of Canada
Ontario, Canada
$1.52M
BWM
64
Birchcreek Wealth Management
Ohio
$1.45M
Raymond James Financial
65
Raymond James Financial
Florida
$1.39M
QCM
66
Quantinno Capital Management
New York
$1.37M
RPGK
67
Retirement Planning Group (Kansas)
Kansas
$1.34M
GVAG
68
Great Valley Advisor Group
Delaware
$1.31M
MWM
69
Meridian Wealth Management
Kentucky
$1.23M
ACA
70
Atlas Capital Advisors
Wyoming
$1.16M
PAG
71
Private Advisor Group
New Jersey
$1.12M
Fisher Asset Management
72
Fisher Asset Management
Washington
$1.09M
BCI
73
Blue Capital Inc
Nebraska
$1.07M
TCM
74
Traynor Capital Management
Pennsylvania
$1.02M
Creative Planning
75
Creative Planning
Kansas
$1.01M