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Fidelity MSCI Financials Index ETF
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Overview Fund Activity

251 hedge funds and large institutions have $854M invested in Fidelity MSCI Financials Index ETF in 2025 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 85 increasing their positions, 86 reducing their positions, and 23 closing their positions.

Holders
251
Holders Change
-5
Holders Change %
-1.95%
% of All Funds
3.37%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
25
Increased
85
Reduced
86
Closed
23
Calls
$133K
Puts
$81K
Net Calls
+$52K
Net Calls Change
-$435K

Top Buyers

1
Kovitz Investment Group Partners
1
Kovitz Investment Group Partners
Illinois
$16M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$7.03M
3
BCM
3
Beaumont Capital Management
Massachusetts
$6.16M
4
MWM
4
Modern Wealth Management
Kansas
$10.2M
5
Ameriprise
5
Ameriprise
Minnesota
$7.7M

Top Sellers

1
AM
1
AGF Management
Ontario, Canada
$42.9M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$6.95M
3
ASN
3
Advisory Services Network
Georgia
$599K
4
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$0
5
LPL Financial
5
LPL Financial
California
$18.2M
Name Market Value Shares Shares
Change 		Shares
Change %
NWM
76
Nova Wealth Management
Florida
$989K 13,362 +2,278 +21%
CGH
77
Crossmark Global Holdings
Texas
$972K 13,125 -683 -5%
MML Investors Services
78
MML Investors Services
Massachusetts
$971K 13,111 -37,641 -74%
SF
79
Summit Financial
New Jersey
$949K 12,816 -1,113 -8%
NA
80
NewEdge Advisors
Louisiana
$947K 12,793 -3,112 -20%
Jones Financial Companies
81
Jones Financial Companies
Missouri
$942K 12,843 +4,157 +48%
GCM
82
G2 Capital Management
Ohio
$924K 12,479 – –
WWM
83
Western Wealth Management
Colorado
$915K 12,362 +3 +0%
GJIA
84
Glass Jacobson Investment Advisors
Maryland
$903K 12,202 -277 -2%
AWM
85
Axxcess Wealth Management
California
$902K 12,180 +6,831 +128%
Wealth Enhancement Advisory Services
86
Wealth Enhancement Advisory Services
Minnesota
$804K 10,662 +530 +5%
Truist Financial
87
Truist Financial
North Carolina
$784K 10,592 +510 +5%
MFG
88
Merit Financial Group
Georgia
$777K 10,494 -774 -7%
SS
89
Sunbelt Securities
Texas
$742K 10,803 -178 -2%
ANBT
90
American National Bank & Trust
Texas
$719K 9,711 +984 +11%
MF
91
Montis Financial
Massachusetts
$719K 9,708 -2,243 -19%
BCA
92
Bay Colony Advisors
Massachusetts
$718K 9,694 -1,288 -12%
WIA
93
World Investment Advisors
California
$713K 9,636 +499 +5%
AIA
94
AssuredPartners Investment Advisors
Florida
$705K 9,519 -664 -7%
AFAS
95
Acorn Financial Advisory Services
Virginia
$701K 9,471 +2,415 +34%
P
96
&Partners
Tennessee
$683K 9,219 +1,774 +24%
GGS
97
Galvin Gaustad & Stein
Arizona
$652K 8,801 -1,450 -14%
BFWA
98
Benchmark Financial Wealth Advisors
Florida
$648K 8,756 +8,756 New
CPA
99
Court Place Advisors
Maryland
$617K 8,340 -187 -2%
PSF
100
Pacific Sun Financial
California
$614K 8,287 +313 +4%
2 3
4
5 6