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Fidelity MSCI Financials Index ETF

263 hedge funds and large institutions have $951M invested in Fidelity MSCI Financials Index ETF in 2025 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 106 increasing their positions, 66 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
263
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
$536K
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$4.88M
2 +$4.62M
3 +$4.23M
4
Charles Schwab
Charles Schwab
California
+$3.88M
5
Citigroup
Citigroup
New York
+$3.73M
Name Holding Trade Value Shares
Change
Change in
Stake
MF
101
Montis Financial
Massachusetts
$632K
RF
102
Roxbury Financial
New Jersey
$629K
TRCT
103
Tower Research Capital (TRC)
New York
$624K
PWA
104
Primoris Wealth Advisors
Florida
$604K
AIA
105
AssuredPartners Investment Advisors
Florida
$575K
FFL
106
Financial Freedom LLC
Ohio
$562K
ASN
107
Advisory Services Network
Georgia
$554K
CM
108
Cornerstone Management
Georgia
$553K
PWA
109
Prairie Wealth Advisors
Nebraska
$547K
MFG
110
Merit Financial Group
Georgia
$529K
WA
111
WBH Advisory
Maryland
$526K
MA
112
Mutual Advisors
Nebraska
$523K
Janney Montgomery Scott
113
Janney Montgomery Scott
Pennsylvania
$493K
PCA
114
Pallas Capital Advisors
Massachusetts
$489K
MP
115
McDonald Partners
Ohio
$485K
CAPTRUST Financial Advisors
116
CAPTRUST Financial Advisors
North Carolina
$479K
BCG
117
Breakwater Capital Group
New Jersey
$464K
MCM
118
McRae Capital Management
New Jersey
$442K
VC
119
Vicus Capital
Pennsylvania
$435K
BI
120
Beckerman Institutional
New Jersey
$435K
MWM
121
Mission Wealth Management
California
$429K
PPWM
122
Paragon Private Wealth Management
Kentucky
$420K
CICI
123
Capital Investment Counsel Inc
North Carolina
$407K
AI
124
Atria Investments
North Carolina
$398K
EW
125
Evoke Wealth
California
$383K