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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
Holders
255
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
DBRC
126
D.B. Root & Company
Pennsylvania
$370K
VBCG
127
Valley Brook Capital Group
Pennsylvania
$343K
HAS
128
HBW Advisory Services
California
$329K
PCA
129
Purkiss Capital Advisors
Connecticut
$322K
MFG
130
Monte Financial Group
Connecticut
$318K
IA
131
IFP Advisors
Florida
$316K
RWA
132
River Wealth Advisors
Pennsylvania
$315K
Comerica Bank
133
Comerica Bank
Texas
$310K
GRP
134
Global Retirement Partners
California
$308K
SWA
135
Stratos Wealth Advisors
Ohio
$305K
PIA
136
Panoramic Investment Advisors
Colorado
$298K
Corient Private Wealth
137
Corient Private Wealth
Florida
$296K
CAM
138
Cresset Asset Management
Illinois
$295K
KIA
139
KCM Investment Advisors
California
$293K
SW
140
SVB Wealth
Massachusetts
$287K
CAPTRUST Financial Advisors
141
CAPTRUST Financial Advisors
North Carolina
$285K
AB
142
Atlas Brown
Kentucky
$282K
CPSAC
143
Chas P. Smith & Associates (CPS)
Florida
$282K
IC
144
IEQ Capital
California
$275K
AIS
145
AM Investment Strategies
Tennessee
$273K
ECA
146
Elevated Capital Advisors
Utah
$269K
WPP
147
Whalerock Point Partners
Rhode Island
$266K
PWP
148
Prasad Wealth Partners
Ohio
$265K
CAMG
149
CWA Asset Management Group
Florida
$260K
KeyBank National Association
150
KeyBank National Association
Ohio
$259K