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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
Wealth Enhancement Advisory Services
76
Wealth Enhancement Advisory Services
Minnesota
$1.01M
CGH
77
Crossmark Global Holdings
Texas
$1M
PAG
78
Private Advisor Group
New Jersey
$963K
GCM
79
G2 Capital Management
Ohio
$953K
WWM
80
Western Wealth Management
Colorado
$944K
AFAS
81
Acorn Financial Advisory Services
Virginia
$920K
GJIA
82
Glass Jacobson Investment Advisors
Maryland
$848K
MML Investors Services
83
MML Investors Services
Massachusetts
$832K
ANBT
84
American National Bank & Trust
Texas
$831K
LWM
85
LongView Wealth Management
Georgia
$761K
BCA
86
Bay Colony Advisors
Massachusetts
$747K
AWM
87
Axxcess Wealth Management
California
$738K
AIA
88
AssuredPartners Investment Advisors
Florida
$727K
MFG
89
Merit Financial Group
Georgia
$719K
WIA
90
World Investment Advisors
California
$713K
P
91
&Partners
Tennessee
$687K
PWA
92
Primoris Wealth Advisors
Florida
$683K
GGS
93
Galvin Gaustad & Stein
Arizona
$678K
AQR Capital Management
94
AQR Capital Management
Connecticut
$677K
EFS
95
Essex Financial Services
Connecticut
$675K
BFWA
96
Benchmark Financial Wealth Advisors
Florida
$670K
RA
97
RFG Advisory
Alabama
$655K
PSF
98
Pacific Sun Financial
California
$650K
CPA
99
Court Place Advisors
Maryland
$637K
MF
100
Montis Financial
Massachusetts
$620K