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Fidelity MSCI Financials Index ETF

265 hedge funds and large institutions have $952M 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, 67 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 21

58% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 67

4% more funds holding

Funds holding: 255265 (+10)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1% less capital invested

Capital invested by funds: $963M → $952M (-$11.6M)

1.2% less ownership

Funds ownership: 40.57%39.37% (-1.2%)

Holders
265
Holders Change
+10
Holders Change %
+3.92%
% of All Funds
3.22%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
36
Increased
106
Reduced
67
Closed
21
Calls
$536K
Puts
Net Calls
+$536K
Net Calls Change
-$128K
Name Holding Trade Value Shares
Change
Change in
Stake
MF
101
Montis Financial
Massachusetts
$632K +$151 +2 +0%
RF
102
Roxbury Financial
New Jersey
$629K +$6.5K +86 +1%
TRCT
103
Tower Research Capital (TRC)
New York
$624K +$421K +5,567 +227%
PWA
104
Primoris Wealth Advisors
Florida
$604K -$88.8K -1,175 -13%
AIA
105
AssuredPartners Investment Advisors
Florida
$575K -$161K -2,128 -22%
FFL
106
Financial Freedom LLC
Ohio
$562K +$1.36K +18 +0.2%
ASN
107
Advisory Services Network
Georgia
$554K -$63K -834 -10%
CM
108
Cornerstone Management
Georgia
$553K
AWM
109
Athena Wealth Management
Nevada
$550K +$534K +7,072 New
PWA
110
Prairie Wealth Advisors
Nebraska
$547K -$526K -6,956 Closed
MFG
111
Merit Financial Group
Georgia
$529K -$197K -2,610 -28%
WA
112
WBH Advisory
Maryland
$526K
MA
113
Mutual Advisors
Nebraska
$523K +$2.72K +36 +0.5%
Janney Montgomery Scott
114
Janney Montgomery Scott
Pennsylvania
$493K +$47.8K +632 +11%
PCA
115
Pallas Capital Advisors
Massachusetts
$489K -$28.9K -383 -6%
MP
116
McDonald Partners
Ohio
$485K -$19.4K -257 -4%
CAPTRUST Financial Advisors
117
CAPTRUST Financial Advisors
North Carolina
$479K +$184K +2,441 +65%
BCG
118
Breakwater Capital Group
New Jersey
$464K +$529 +7 +0.1%
MCM
119
McRae Capital Management
New Jersey
$442K -$47.5K -628 -10%
VC
120
Vicus Capital
Pennsylvania
$435K -$23M -304,797 -98%
BI
121
Beckerman Institutional
New Jersey
$435K -$6.2K -82 -1%
MWM
122
Mission Wealth Management
California
$429K +$982 +13 +0.2%
PPWM
123
Paragon Private Wealth Management
Kentucky
$420K -$129K -1,709 -24%
CICI
124
Capital Investment Counsel Inc
North Carolina
$407K +$76 +1 +0%
AI
125
Atria Investments
North Carolina
$398K +$387K +5,122 New