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Fidelity MSCI Financials Index ETF

265 hedge funds and large institutions have $952M invested in Fidelity MSCI Financials Index ETF in 2025 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 106 increasing their positions, 67 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 21

58% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 67

4% more funds holding

Funds holding: 255265 (+10)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1% less capital invested

Capital invested by funds: $963M → $952M (-$11.6M)

1.2% less ownership

Funds ownership: 40.57%39.37% (-1.2%)

Holders
265
Holders Change
+10
Holders Change %
+3.92%
% of All Funds
3.22%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
36
Increased
106
Reduced
67
Closed
21
Calls
$536K
Puts
Net Calls
+$536K
Net Calls Change
-$128K
Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
51
Wealth Enhancement Advisory Services
Minnesota
$2.1M +$972K +12,861 +97%
SCA
52
Snowden Capital Advisors
New York
$2.06M -$88.5K -1,171 -4%
LA
53
Lifeworks Advisors
Michigan
$2.05M +$289K +3,820 +17%
AAS
54
Ameritas Advisory Services
Nebraska
$2.01M -$4.91K -65 -0.3%
KPWM
55
KDK Private Wealth Management
Texas
$1.93M -$43.8K -579 -2%
Susquehanna International Group
56
Susquehanna International Group
Pennsylvania
$1.73M -$413K -5,469 -20%
SPC
57
Sigma Planning Corp
Michigan
$1.69M -$31.8K -421 -2%
AFM
58
Aspetuck Financial Management
Connecticut
$1.66M -$11.1K -147 -0.7%
JE
59
Jacobs Equity
Utah
$1.6M +$1.56M +20,598 New
Raymond James Financial
60
Raymond James Financial
Florida
$1.57M +$173K +2,296 +13%
MWM
61
Meridian Wealth Management
Kentucky
$1.57M +$119K +1,571 +8%
PA
62
PFG Advisors
Arizona
$1.53M +$79.3K +1,049 +6%
QCM
63
Quantinno Capital Management
New York
$1.48M +$90.8K +1,202 +7%
Jones Financial Companies
64
Jones Financial Companies
Missouri
$1.41M +$66K +874 +5%
Fisher Asset Management
65
Fisher Asset Management
Washington
$1.41M +$18.6K +246 +1%
RPGK
66
Retirement Planning Group (Kansas)
Kansas
$1.4M -$1.89K -25 -0.1%
GVAG
67
Great Valley Advisor Group
Delaware
$1.37M -$34.8K -460 -3%
Royal Bank of Canada
68
Royal Bank of Canada
Ontario, Canada
$1.32M -$67.9K -899 -5%
Creative Planning
69
Creative Planning
Kansas
$1.25M +$71.3K +944 +6%
TCM
70
Traynor Capital Management
Pennsylvania
$1.13M +$36.2K +479 +3%
NA
71
NewEdge Advisors
Louisiana
$1.13M -$526K -6,957 -32%
NWM
72
Nova Wealth Management
Florida
$1.11M +$8.46K +112 +0.8%
ACA
73
Atlas Capital Advisors
Wyoming
$1.1M +$1.07M +14,133 New
ANBT
74
American National Bank & Trust
Texas
$1.07M +$220K +2,917 +27%
AFAS
75
Acorn Financial Advisory Services
Virginia
$1.06M +$115K +1,523 +13%