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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
Holders
255
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
MF
101
Montis Financial
Massachusetts
$620K
RF
102
Roxbury Financial
New Jersey
$611K
Bank of New York Mellon
103
Bank of New York Mellon
New York
$611K
ASN
104
Advisory Services Network
Georgia
$607K
Citadel Advisors
105
Citadel Advisors
Florida
$601K
WS
106
Wedbush Securities
California
$590K
CF
107
Centaurus Financial
California
$589K
VPW
108
Variant Private Wealth
Virginia
$579K
FFL
109
Financial Freedom LLC
Ohio
$551K
PPWM
110
Paragon Private Wealth Management
Kentucky
$543K
CM
111
Cornerstone Management
Georgia
$543K
PWA
112
Prairie Wealth Advisors
Nebraska
$531K
WA
113
WBH Advisory
Maryland
$516K
JWCA
114
J.W. Cole Advisors
Florida
$515K
PCA
115
Pallas Capital Advisors
Massachusetts
$510K
Pathstone Holdings
116
Pathstone Holdings
New Jersey
$509K
MA
117
Mutual Advisors
Nebraska
$498K
MP
118
McDonald Partners
Ohio
$496K
MCM
119
McRae Capital Management
New Jersey
$482K
BCG
120
Breakwater Capital Group
New Jersey
$455K
Janney Montgomery Scott
121
Janney Montgomery Scott
Pennsylvania
$435K
BI
122
Beckerman Institutional
New Jersey
$433K
MWM
123
Mission Wealth Management
California
$421K
CICI
124
Capital Investment Counsel Inc
North Carolina
$400K
EF
125
Empowered Funds
Pennsylvania
$377K