FNCL icon

Fidelity MSCI Financials Index ETF

254 hedge funds and large institutions have $854M invested in Fidelity MSCI Financials Index ETF in 2025 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 85 increasing their positions, 86 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
254
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
$837K
Puts
$81K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NWM
76
Nova Wealth Management
Florida
$989K
CGH
77
Crossmark Global Holdings
Texas
$972K
MML Investors Services
78
MML Investors Services
Massachusetts
$971K
SF
79
Summit Financial
New Jersey
$949K
NA
80
NewEdge Advisors
Louisiana
$947K
Jones Financial Companies
81
Jones Financial Companies
Missouri
$942K
GCM
82
G2 Capital Management
Ohio
$924K
WWM
83
Western Wealth Management
Colorado
$915K
GJIA
84
Glass Jacobson Investment Advisors
Maryland
$903K
AWM
85
Axxcess Wealth Management
California
$902K
Wealth Enhancement Advisory Services
86
Wealth Enhancement Advisory Services
Minnesota
$804K
Truist Financial
87
Truist Financial
North Carolina
$784K
MFG
88
Merit Financial Group
Georgia
$777K
SS
89
Sunbelt Securities
Texas
$742K
ANBT
90
American National Bank & Trust
Texas
$719K
MF
91
Montis Financial
Massachusetts
$719K
BCA
92
Bay Colony Advisors
Massachusetts
$718K
WIA
93
World Investment Advisors
California
$713K
AIA
94
AssuredPartners Investment Advisors
Florida
$705K
AFAS
95
Acorn Financial Advisory Services
Virginia
$701K
P
96
&Partners
Tennessee
$683K
GGS
97
Galvin Gaustad & Stein
Arizona
$652K
BFWA
98
Benchmark Financial Wealth Advisors
Florida
$648K
CPA
99
Court Place Advisors
Maryland
$617K
PSF
100
Pacific Sun Financial
California
$614K