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Fidelity MSCI Financials Index ETF

265 hedge funds and large institutions have $952M invested in Fidelity MSCI Financials Index ETF in 2025 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 106 increasing their positions, 67 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 21

58% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 67

4% more funds holding

Funds holding: 255265 (+10)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1% less capital invested

Capital invested by funds: $963M → $952M (-$11.6M)

1.2% less ownership

Funds ownership: 40.57%39.37% (-1.2%)

Holders
265
Holders Change
+10
Holders Change %
+3.92%
% of All Funds
3.22%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
36
Increased
106
Reduced
67
Closed
21
Calls
$536K
Puts
Net Calls
+$536K
Net Calls Change
-$128K
Name Holding Trade Value Shares
Change
Change in
Stake
BWM
76
Birchcreek Wealth Management
Ohio
$1.04M -$498K -6,590 -33%
SS
77
Sunbelt Securities
Texas
$985K -$327K -4,326 -25%
PAG
78
Private Advisor Group
New Jersey
$980K -$756 -10 -0.1%
GCM
79
G2 Capital Management
Ohio
$970K
WWM
80
Western Wealth Management
Colorado
$956K -$5.52K -73 -0.6%
P
81
&Partners
Tennessee
$842K +$138K +1,830 +20%
GJIA
82
Glass Jacobson Investment Advisors
Maryland
$833K -$29.8K -395 -4%
AQR Capital Management
83
AQR Capital Management
Connecticut
$823K +$130K +1,725 +19%
WS
84
Wedbush Securities
California
$814K +$207K +2,738 +35%
LWM
85
LongView Wealth Management
Georgia
$794K +$8.84K +117 +1%
BJF
86
Blue Jean Financial
New York
$793K +$771K +10,205 New
MML Investors Services
87
MML Investors Services
Massachusetts
$793K -$52.5K -695 -6%
AWM
88
Axxcess Wealth Management
California
$757K +$5.89K +78 +0.8%
BFWA
89
Benchmark Financial Wealth Advisors
Florida
$757K +$71.9K +951 +11%
BCA
90
Bayshore Capital Advisors
Florida
$747K +$726K +9,610 New
WIA
91
World Investment Advisors
California
$744K +$17.5K +232 +2%
BCA
92
Bay Colony Advisors
Massachusetts
$742K -$18.3K -242 -2%
MCM
93
MAI Capital Management
Ohio
$726K +$582K +7,701 +471%
Corient Private Wealth
94
Corient Private Wealth
Florida
$711K +$398K +5,269 +136%
PSF
95
Pacific Sun Financial
California
$693K +$29.5K +390 +5%
Goldman Sachs
96
Goldman Sachs
New York
$692K +$673K +8,905 New
GGS
97
Galvin Gaustad & Stein
Arizona
$678K -$11.5K -152 -2%
Bank of New York Mellon
98
Bank of New York Mellon
New York
$673K +$49.2K +651 +8%
CF
99
Centaurus Financial
California
$656K +$54.8K +725 +9%
RA
100
RFG Advisory
Alabama
$649K -$17.8K -236 -3%