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Fidelity MSCI Financials Index ETF

252 hedge funds and large institutions have $947M invested in Fidelity MSCI Financials Index ETF in 2025 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 93 increasing their positions, 65 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
252
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
VBCG
126
Valley Brook Capital Group
Pennsylvania
$343K
HAS
127
HBW Advisory Services
California
$329K
PCA
128
Purkiss Capital Advisors
Connecticut
$322K
MFG
129
Monte Financial Group
Connecticut
$318K
RWA
130
River Wealth Advisors
Pennsylvania
$315K
Comerica Bank
131
Comerica Bank
Texas
$310K
GRP
132
Global Retirement Partners
California
$308K
SWA
133
Stratos Wealth Advisors
Ohio
$305K
PIA
134
Panoramic Investment Advisors
Colorado
$298K
Corient Private Wealth
135
Corient Private Wealth
Florida
$296K
CAM
136
Cresset Asset Management
Illinois
$295K
KIA
137
KCM Investment Advisors
California
$293K
SW
138
SVB Wealth
Massachusetts
$287K
CAPTRUST Financial Advisors
139
CAPTRUST Financial Advisors
North Carolina
$285K
AB
140
Atlas Brown
Kentucky
$282K
CPSAC
141
Chas P. Smith & Associates (CPS)
Florida
$282K
IC
142
IEQ Capital
California
$275K
AIS
143
AM Investment Strategies
Tennessee
$273K
ECA
144
Elevated Capital Advisors
Utah
$269K
WPP
145
Whalerock Point Partners
Rhode Island
$266K
PWP
146
Prasad Wealth Partners
Ohio
$265K
CAMG
147
CWA Asset Management Group
Florida
$260K
KeyBank National Association
148
KeyBank National Association
Ohio
$259K
RWM
149
Rialto Wealth Management
New York
$258K
AWA
150
Arkadios Wealth Advisors
Georgia
$257K