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Fidelity MSCI Financials Index ETF

252 hedge funds and large institutions have $947M invested in Fidelity MSCI Financials Index ETF in 2025 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 93 increasing their positions, 65 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
252
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
RF
101
Roxbury Financial
New Jersey
$611K
Bank of New York Mellon
102
Bank of New York Mellon
New York
$611K
ASN
103
Advisory Services Network
Georgia
$607K
Citadel Advisors
104
Citadel Advisors
Florida
$601K
WS
105
Wedbush Securities
California
$590K
CF
106
Centaurus Financial
California
$589K
VPW
107
Variant Private Wealth
Virginia
$579K
FFL
108
Financial Freedom LLC
Ohio
$551K
PPWM
109
Paragon Private Wealth Management
Kentucky
$543K
CM
110
Cornerstone Management
Georgia
$543K
PWA
111
Prairie Wealth Advisors
Nebraska
$531K
WA
112
WBH Advisory
Maryland
$516K
JWCA
113
J.W. Cole Advisors
Florida
$515K
PCA
114
Pallas Capital Advisors
Massachusetts
$510K
Pathstone Holdings
115
Pathstone Holdings
New Jersey
$509K
MA
116
Mutual Advisors
Nebraska
$498K
MP
117
McDonald Partners
Ohio
$496K
MCM
118
McRae Capital Management
New Jersey
$482K
BCG
119
Breakwater Capital Group
New Jersey
$455K
Janney Montgomery Scott
120
Janney Montgomery Scott
Pennsylvania
$435K
BI
121
Beckerman Institutional
New Jersey
$433K
MWM
122
Mission Wealth Management
California
$421K
CICI
123
Capital Investment Counsel Inc
North Carolina
$400K
EF
124
Empowered Funds
Pennsylvania
$377K
DBRC
125
D.B. Root & Company
Pennsylvania
$370K