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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

73% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 15

44% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 66

12% more capital invested

Capital invested by funds: $858M → $963M (+$105M)

3.3% more ownership

Funds ownership: 37.27%40.57% (+3.3%)

0% more funds holding

Funds holding: 254255 (+1)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
255
Holders Change
+1
Holders Change %
+0.39%
% of All Funds
3.35%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
26
Increased
95
Reduced
66
Closed
15
Calls
$664K
Puts
Net Calls
+$664K
Net Calls Change
-$92K
Name Holding Trade Value Shares
Change
Change in
Stake
MF
101
Montis Financial
Massachusetts
$620K -$119K -1,580 -16%
RF
102
Roxbury Financial
New Jersey
$611K +$4.59K +61 +0.8%
Bank of New York Mellon
103
Bank of New York Mellon
New York
$611K
ASN
104
Advisory Services Network
Georgia
$607K -$8.06K -107 -1%
Citadel Advisors
105
Citadel Advisors
Florida
$601K +$294K +3,909 +99%
WS
106
Wedbush Securities
California
$590K +$71.2K +945 +14%
CF
107
Centaurus Financial
California
$589K -$27.3K -363 -4%
VPW
108
Variant Private Wealth
Virginia
$579K -$13K -172 -2%
FFL
109
Financial Freedom LLC
Ohio
$551K -$3.62K -48 -0.7%
PPWM
110
Paragon Private Wealth Management
Kentucky
$543K +$12.3K +163 +2%
CM
111
Cornerstone Management
Georgia
$543K
PWA
112
Prairie Wealth Advisors
Nebraska
$531K -$6.7K -89 -1%
WA
113
WBH Advisory
Maryland
$516K
JWCA
114
J.W. Cole Advisors
Florida
$515K +$25.3K +336 +5%
PCA
115
Pallas Capital Advisors
Massachusetts
$510K -$56.7K -753 -10%
Pathstone Holdings
116
Pathstone Holdings
New Jersey
$509K -$101K -1,345 -17%
MA
117
Mutual Advisors
Nebraska
$498K +$82.9K +1,101 +20%
MP
118
McDonald Partners
Ohio
$496K
MCM
119
McRae Capital Management
New Jersey
$482K +$15.2K +202 +3%
BCG
120
Breakwater Capital Group
New Jersey
$455K
IFG
121
Independent Financial Group
California
$447K -$1.05K -14 -0.2%
Janney Montgomery Scott
122
Janney Montgomery Scott
Pennsylvania
$435K -$54.8K -728 -11%
BI
123
Beckerman Institutional
New Jersey
$433K
MWM
124
Mission Wealth Management
California
$421K +$1.05K +14 +0.3%
CICI
125
Capital Investment Counsel Inc
North Carolina
$400K -$15K -199 -4%