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Fidelity MSCI Financials Index ETF

256 hedge funds and large institutions have $822M invested in Fidelity MSCI Financials Index ETF in 2025 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 100 increasing their positions, 57 reducing their positions, and 22 closing their positions.

Holders
256
Holders Change
+13
Holders Change %
+5.35%
% of All Funds
3.48%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.05%
New
41
Increased
100
Reduced
57
Closed
22
Calls
$487K
Puts
Net Calls
+$487K
Net Calls Change
+$487K
Name Market Value Shares Shares
Change
Shares
Change %
CF
101
Centaurus Financial
California
$591K 8,506 -78 -0.9%
Goldman Sachs
102
Goldman Sachs
New York
$587K 8,448 -29,683 -78%
Bank of New York Mellon
103
Bank of New York Mellon
New York
$583K 8,390 +388 +5%
RF
104
Roxbury Financial
New Jersey
$561K 7,650 +4,483 +142%
PSF
105
Pacific Sun Financial
California
$554K 7,974 +1,295 +19%
MP
106
McDonald Partners
Ohio
$542K 7,800
VPW
107
Variant Private Wealth
Virginia
$537K 7,724 +32 +0.4%
EFS
108
Essex Financial Services
Connecticut
$532K 7,652 +4,415 +136%
IA
109
IFP Advisors
Florida
$531K 7,638 +3,407 +81%
PCA
110
Pallas Capital Advisors
Massachusetts
$519K 7,467 -331 -4%
HAS
111
HBW Advisory Services
California
$515K 7,413 +4,230 +133%
P
112
&Partners
Tennessee
$512K 7,445 +3,370 +83%
TWM
113
Tanager Wealth Management
United Kingdom
$509K 7,323
FFL
114
Financial Freedom LLC
Ohio
$503K 7,241 -348 -5%
Carson Wealth (CWM LLC)
115
Carson Wealth (CWM LLC)
Nebraska
$503K 7,242 +6,286 +658%
AFAS
116
Acorn Financial Advisory Services
Virginia
$491K 7,056 +568 +9%
TRCT
117
Tower Research Capital (TRC)
New York
$487K 7,000 +7,000 New
LWM
118
LongView Wealth Management
Georgia
$486K 6,993 +373 +6%
Susquehanna International Group
119
Susquehanna International Group
Pennsylvania
$485K 6,975 -27,696 -80%
PWA
120
Prairie Wealth Advisors
Nebraska
$476K 6,850 -25 -0.4%
Janney Montgomery Scott
121
Janney Montgomery Scott
Pennsylvania
$436K 6,271 -103 -2%
PPWM
122
Paragon Private Wealth Management
Kentucky
$429K 6,175 +6,175 New
CM
123
Cornerstone Management
Georgia
$429K 6,168 +270 +5%
BCG
124
Breakwater Capital Group
New Jersey
$415K 5,970
BI
125
Beckerman Institutional
New Jersey
$396K 5,693 +113 +2%