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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

73% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 15

44% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 66

12% more capital invested

Capital invested by funds: $858M → $963M (+$105M)

3.3% more ownership

Funds ownership: 37.27%40.57% (+3.3%)

0% more funds holding

Funds holding: 254255 (+1)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
255
Holders Change
+1
Holders Change %
+0.39%
% of All Funds
3.35%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
26
Increased
95
Reduced
66
Closed
15
Calls
$664K
Puts
Net Calls
+$664K
Net Calls Change
-$92K
Name Holding Trade Value Shares
Change
Change in
Stake
EF
126
Empowered Funds
Pennsylvania
$377K +$372K +4,938 New
DBRC
127
D.B. Root & Company
Pennsylvania
$370K
VBCG
128
Valley Brook Capital Group
Pennsylvania
$343K +$1.96K +26 +0.6%
HAS
129
HBW Advisory Services
California
$329K +$23.9K +317 +8%
PCA
130
Purkiss Capital Advisors
Connecticut
$322K +$103K +1,363 +48%
MFG
131
Monte Financial Group
Connecticut
$318K -$6.1K -81 -2%
IA
132
IFP Advisors
Florida
$316K -$146K -1,933 -32%
RWA
133
River Wealth Advisors
Pennsylvania
$315K -$32.1K -426 -9%
Comerica Bank
134
Comerica Bank
Texas
$310K +$452 +6 +0.1%
GRP
135
Global Retirement Partners
California
$308K -$1.28K -17 -0.4%
SWA
136
Stratos Wealth Advisors
Ohio
$305K +$9.87K +131 +3%
PIA
137
Panoramic Investment Advisors
Colorado
$298K
Corient Private Wealth
138
Corient Private Wealth
Florida
$296K +$68.8K +913 +31%
KIA
139
KCM Investment Advisors
California
$293K -$1.81K -24 -0.6%
SW
140
SVB Wealth
Massachusetts
$287K
CAPTRUST Financial Advisors
141
CAPTRUST Financial Advisors
North Carolina
$285K +$64.8K +861 +30%
AB
142
Atlas Brown
Kentucky
$282K +$377 +5 +0.1%
CPSAC
143
Chas P. Smith & Associates (CPS)
Florida
$282K -$22.4K -298 -7%
IC
144
IEQ Capital
California
$275K +$271K +3,603 New
AIS
145
AM Investment Strategies
Tennessee
$273K +$527 +7 +0.2%
ECA
146
Elevated Capital Advisors
Utah
$269K -$48.8K -648 -16%
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 -$147K -1,958 -37%