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Fidelity MSCI Financials Index ETF

255 hedge funds and large institutions have $963M invested in Fidelity MSCI Financials Index ETF in 2025 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 95 increasing their positions, 66 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 15

44% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 66

12% more capital invested

Capital invested by funds: $858M → $963M (+$105M)

3.3% more ownership

Funds ownership: 37.27%40.57% (+3.3%)

0% more funds holding

Funds holding: 254255 (+1)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
255
Holders Change
+1
Holders Change %
+0.39%
% of All Funds
3.35%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
26
Increased
95
Reduced
66
Closed
15
Calls
$664K
Puts
Net Calls
+$664K
Net Calls Change
-$92K
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
51
Susquehanna International Group
Pennsylvania
$2.12M +$2.09M +27,727 New
SCA
52
Snowden Capital Advisors
New York
$2.11M -$32.5K -432 -2%
Citigroup
53
Citigroup
New York
$2.02M -$50.6K -672 -2%
AAS
54
Ameritas Advisory Services
Nebraska
$1.98M +$183K +2,435 +10%
KPWM
55
KDK Private Wealth Management
Texas
$1.94M -$50.2K -667 -3%
Cetera Investment Advisers
56
Cetera Investment Advisers
Illinois
$1.91M +$87K +1,155 +5%
RSWM
57
Robertson Stephens Wealth Management
California
$1.88M
LA
58
Lifeworks Advisors
Michigan
$1.72M +$1.41M +18,669 +477%
SPC
59
Sigma Planning Corp
Michigan
$1.66M +$77.4K +1,028 +5%
NA
60
NewEdge Advisors
Louisiana
$1.64M +$656K +8,706 +68%
AFM
61
Aspetuck Financial Management
Connecticut
$1.64M -$2.71K -36 -0.2%
BWM
62
Birchcreek Wealth Management
Ohio
$1.52M +$28.5K +379 +2%
PA
63
PFG Advisors
Arizona
$1.42M +$1.4M +18,642 New
MWM
64
Meridian Wealth Management
Kentucky
$1.42M +$156K +2,067 +12%
GVAG
65
Great Valley Advisor Group
Delaware
$1.38M +$26.4K +351 +2%
RPGK
66
Retirement Planning Group (Kansas)
Kansas
$1.38M +$3.54K +47 +0.3%
BJL
67
Brighton Jones LLC
Washington
$1.38M +$1.36M +18,044 New
Raymond James Financial
68
Raymond James Financial
Florida
$1.37M -$64.8K -861 -5%
Royal Bank of Canada
69
Royal Bank of Canada
Ontario, Canada
$1.36M -$205K -2,719 -13%
QCM
70
Quantinno Capital Management
New York
$1.36M -$43.8K -581 -3%
Fisher Asset Management
71
Fisher Asset Management
Washington
$1.36M +$237K +3,147 +21%
Jones Financial Companies
72
Jones Financial Companies
Missouri
$1.33M +$337K +4,476 +35%
SS
73
Sunbelt Securities
Texas
$1.3M +$467K +6,194 +57%
Creative Planning
74
Creative Planning
Kansas
$1.15M +$115K +1,530 +11%
NWM
75
Nova Wealth Management
Florida
$1.08M +$57.1K +758 +6%