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Fidelity MSCI Financials Index ETF
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Overview Fund Activity

251 hedge funds and large institutions have $854M invested in Fidelity MSCI Financials Index ETF in 2025 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 85 increasing their positions, 86 reducing their positions, and 23 closing their positions.

Holders
251
Holders Change
-5
Holders Change %
-1.95%
% of All Funds
3.37%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
25
Increased
85
Reduced
86
Closed
23
Calls
$133K
Puts
$81K
Net Calls
+$52K
Net Calls Change
-$435K

Top Buyers

1
Kovitz Investment Group Partners
1
Kovitz Investment Group Partners
Illinois
$16M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$7.03M
3
BCM
3
Beaumont Capital Management
Massachusetts
$6.16M
4
MWM
4
Modern Wealth Management
Kansas
$10.2M
5
Ameriprise
5
Ameriprise
Minnesota
$7.7M

Top Sellers

1
AM
1
AGF Management
Ontario, Canada
$42.9M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$6.95M
3
ASN
3
Advisory Services Network
Georgia
$599K
4
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$0
5
LPL Financial
5
LPL Financial
California
$18.2M
Name Market Value Shares Shares
Change 		Shares
Change %
MWM
126
Mission Wealth Management
California
$407K 5,496 +15 +0.3%
CICI
127
Capital Investment Counsel Inc
North Carolina
$402K 5,433 -199 -4%
KeyBank National Association
128
KeyBank National Association
Ohio
$396K 5,347 – –
DBRC
129
D.B. Root & Company
Pennsylvania
$359K 4,850 -269 -5%
OMC
130
Old Mission Capital
Illinois
$347K 4,693 +4,693 New
RWA
131
River Wealth Advisors
Pennsylvania
$337K 4,546 -51 -1%
VBCG
132
Valley Brook Capital Group
Pennsylvania
$331K 4,470 +51 +1%
RWM
133
Rialto Wealth Management
New York
$324K 4,377 – –
MFG
134
Monte Financial Group
Connecticut
$314K 4,241 +246 +6%
PWA
135
Primoris Wealth Advisors
Florida
$313K 4,225 +4,225 New
Comerica Bank
136
Comerica Bank
Texas
$300K 4,053 +6 +0.1%
GRP
137
Global Retirement Partners
California
$300K 4,052 +4,052 New
HAS
138
HBW Advisory Services
California
$296K 3,996 -3,417 -46%
CPSAC
139
Chas P. Smith & Associates (CPS)
Florida
$296K 3,994 – –
Citadel Advisors
140
Citadel Advisors
Florida
$293K 3,962 -15,961 -80%
LA
141
Lifeworks Advisors
Michigan
$290K 3,913 +107 +3%
ECA
142
Elevated Capital Advisors
Utah
$290K 4,167 – –
PIA
143
Panoramic Investment Advisors
Colorado
$289K 3,900 -175 -4%
CAM
144
Cresset Asset Management
Illinois
$288K 3,890 -204 -5%
SWA
145
Stratos Wealth Advisors
Ohio
$286K 3,868 +1 +0%
KIA
146
KCM Investment Advisors
California
$286K 3,859 – –
SW
147
SVB Wealth
Massachusetts
$279K 3,762 +3,762 New
AWA
148
Arkadios Wealth Advisors
Georgia
$274K 3,695 +3 +0.1%
AB
149
Atlas Brown
Kentucky
$273K 3,693 +47 +1%
IWC
150
Integrated Wealth Concepts
Massachusetts
$265K 3,578 +3,578 New
4 5
6
7 8