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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
TCM
76
Traynor Capital Management
Pennsylvania
$1.08M +$34.2K +454 +3%
Wealth Enhancement Advisory Services
77
Wealth Enhancement Advisory Services
Minnesota
$1.01M +$197K +2,609 +24%
CGH
78
Crossmark Global Holdings
Texas
$1M
PAG
79
Private Advisor Group
New Jersey
$963K -$190K -2,516 -17%
GCM
80
G2 Capital Management
Ohio
$953K
WWM
81
Western Wealth Management
Colorado
$944K +$226 +3 +0%
AFAS
82
Acorn Financial Advisory Services
Virginia
$920K +$194K +2,581 +27%
GJIA
83
Glass Jacobson Investment Advisors
Maryland
$848K -$82.1K -1,090 -9%
MML Investors Services
84
MML Investors Services
Massachusetts
$832K -$167K -2,216 -17%
ANBT
85
American National Bank & Trust
Texas
$831K +$88.2K +1,171 +12%
LWM
86
LongView Wealth Management
Georgia
$761K +$182K +2,411 +32%
BCA
87
Bay Colony Advisors
Massachusetts
$747K +$7.31K +97 +1%
AWM
88
Axxcess Wealth Management
California
$738K -$190K -2,519 -21%
AIA
89
AssuredPartners Investment Advisors
Florida
$727K
MFG
90
Merit Financial Group
Georgia
$719K -$80.9K -1,074 -10%
WIA
91
World Investment Advisors
California
$713K -$22.7K -302 -3%
P
92
&Partners
Tennessee
$687K -$16.3K -216 -2%
PWA
93
Primoris Wealth Advisors
Florida
$683K +$356K +4,725 +112%
GGS
94
Galvin Gaustad & Stein
Arizona
$678K +$5.65K +75 +0.9%
AQR Capital Management
95
AQR Capital Management
Connecticut
$677K +$667K +8,862 New
EFS
96
Essex Financial Services
Connecticut
$675K +$122K +1,618 +22%
BFWA
97
Benchmark Financial Wealth Advisors
Florida
$670K +$1.96K +26 +0.3%
RA
98
RFG Advisory
Alabama
$655K +$204K +2,714 +46%
PSF
99
Pacific Sun Financial
California
$650K +$17.6K +234 +3%
CPA
100
Court Place Advisors
Maryland
$637K