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Fidelity MSCI Financials Index ETF
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Overview Fund Activity

256 hedge funds and large institutions have $822M invested in Fidelity MSCI Financials Index ETF in 2025 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 100 increasing their positions, 57 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
256
Holders Change
+13
Holders Change %
+5.35%
% of All Funds
3.48%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.05%
New
41
Increased
100
Reduced
57
Closed
22
Calls
$487K
Puts
–
Net Calls
+$487K
Net Calls Change
+$487K

Top Buyers

1
Lido Advisors
1
Lido Advisors
California
$176M
2
PCS
2
Personal CFO Solutions
New Jersey
$7.72M
3
AM
3
AGF Management
Ontario, Canada
$57.6M
4
LPL Financial
4
LPL Financial
California
$19.8M
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$3.48M

Top Sellers

1
Kovitz Investment Group Partners
1
Kovitz Investment Group Partners
Illinois
$6.22M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$14M
3
Charles Schwab
3
Charles Schwab
California
$129M
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$5.14M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$41M
Name Holding Trade Value Shares
Change 		Shares
Change %
CICI
126
Capital Investment Counsel Inc
North Carolina
$392K -$3.41K -49 -0.9%
MA
127
Mutual Advisors
Nebraska
$382K -$27.6K -412 -7%
MWM
128
Mission Wealth Management
California
$381K +$1.11K +16 +0.3%
AWM
129
Axxcess Wealth Management
California
$372K +$132K +1,893 +55%
KeyBank National Association
130
KeyBank National Association
Ohio
$372K – – –
WA
131
WBH Advisory
Maryland
$366K – – –
DBRC
132
D.B. Root & Company
Pennsylvania
$356K -$18.4K -265 -5%
WS
133
Wedbush Securities
California
$322K +$10.8K +156 +3%
RWA
134
River Wealth Advisors
Pennsylvania
$320K -$10.5K -151 -3%
VBCG
135
Valley Brook Capital Group
Pennsylvania
$307K +$12.9K +186 +4%
RWM
136
Rialto Wealth Management
New York
$304K – – –
ECA
137
Elevated Capital Advisors
Utah
$290K -$42K -604 -13%
CAM
138
Cresset Asset Management
Illinois
$285K +$70 +1 +0%
PIA
139
Panoramic Investment Advisors
Colorado
$283K – – –
WN
140
Williams & Novak
California
$282K – – –
Comerica Bank
141
Comerica Bank
Texas
$281K +$5.7K +82 +2%
CPSAC
142
Chas P. Smith & Associates (CPS)
Florida
$278K – – –
PS
143
Principal Securities
Iowa
$272K +$824 +12 +0.3%
SWA
144
Stratos Wealth Advisors
Ohio
$269K +$6.81K +98 +3%
KIA
145
KCM Investment Advisors
California
$268K – – –
NL
146
NWAM LLC
Washington
$268K +$268K +3,858 New
Koshinski Asset Management
147
Koshinski Asset Management
Illinois
$265K -$26.3K -379 -9%
LA
148
Lifeworks Advisors
Michigan
$265K -$1.25M -17,914 -82%
AAS
149
Avantax Advisory Services
Texas
$260K +$24.2K +348 +10%
MFG
150
Monte Financial Group
Connecticut
$259K +$48K +740 +23%
4 5
6
7 8