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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
Holders
255
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
TCM
76
Traynor Capital Management
Pennsylvania
$1.08M
Wealth Enhancement Advisory Services
77
Wealth Enhancement Advisory Services
Minnesota
$1.01M
CGH
78
Crossmark Global Holdings
Texas
$1M
PAG
79
Private Advisor Group
New Jersey
$963K
GCM
80
G2 Capital Management
Ohio
$953K
WWM
81
Western Wealth Management
Colorado
$944K
AFAS
82
Acorn Financial Advisory Services
Virginia
$920K
GJIA
83
Glass Jacobson Investment Advisors
Maryland
$848K
MML Investors Services
84
MML Investors Services
Massachusetts
$832K
ANBT
85
American National Bank & Trust
Texas
$831K
LWM
86
LongView Wealth Management
Georgia
$761K
BCA
87
Bay Colony Advisors
Massachusetts
$747K
AWM
88
Axxcess Wealth Management
California
$738K
AIA
89
AssuredPartners Investment Advisors
Florida
$727K
MFG
90
Merit Financial Group
Georgia
$719K
WIA
91
World Investment Advisors
California
$713K
P
92
&Partners
Tennessee
$687K
PWA
93
Primoris Wealth Advisors
Florida
$683K
GGS
94
Galvin Gaustad & Stein
Arizona
$678K
AQR Capital Management
95
AQR Capital Management
Connecticut
$677K
EFS
96
Essex Financial Services
Connecticut
$675K
BFWA
97
Benchmark Financial Wealth Advisors
Florida
$670K
RA
98
RFG Advisory
Alabama
$655K
PSF
99
Pacific Sun Financial
California
$650K
CPA
100
Court Place Advisors
Maryland
$637K