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Fidelity MSCI Financials Index ETF

264 hedge funds and large institutions have $951M 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, 66 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
264
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
$536K
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$4.88M
2 +$4.62M
3 +$4.23M
4
Charles Schwab
Charles Schwab
California
+$3.88M
5
Citigroup
Citigroup
New York
+$3.73M
Name Holding Trade Value Shares
Change
Change in
Stake
MF
101
Montis Financial
Massachusetts
$632K
RF
102
Roxbury Financial
New Jersey
$629K
TRCT
103
Tower Research Capital (TRC)
New York
$624K
PWA
104
Primoris Wealth Advisors
Florida
$604K
AIA
105
AssuredPartners Investment Advisors
Florida
$575K
FFL
106
Financial Freedom LLC
Ohio
$562K
ASN
107
Advisory Services Network
Georgia
$554K
CM
108
Cornerstone Management
Georgia
$553K
AWML
109
Athena Wealth Management, LLC
Nevada
$550K
PWA
110
Prairie Wealth Advisors
Nebraska
$547K
MFG
111
Merit Financial Group
Georgia
$529K
WA
112
WBH Advisory
Maryland
$526K
MA
113
Mutual Advisors
Nebraska
$523K
Janney Montgomery Scott
114
Janney Montgomery Scott
Pennsylvania
$493K
PCA
115
Pallas Capital Advisors
Massachusetts
$489K
MP
116
McDonald Partners
Ohio
$485K
CAPTRUST Financial Advisors
117
CAPTRUST Financial Advisors
North Carolina
$479K
BCG
118
Breakwater Capital Group
New Jersey
$464K
MCM
119
McRae Capital Management
New Jersey
$442K
VC
120
Vicus Capital
Pennsylvania
$435K
BI
121
Beckerman Institutional
New Jersey
$435K
MWM
122
Mission Wealth Management
California
$429K
PPWM
123
Paragon Private Wealth Management
Kentucky
$420K
CICI
124
Capital Investment Counsel Inc
North Carolina
$407K
AI
125
Atria Investments
North Carolina
$398K