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Fidelity MSCI Financials Index ETF

254 hedge funds and large institutions have $854M invested in Fidelity MSCI Financials Index ETF in 2025 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 85 increasing their positions, 86 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
254
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
$837K
Puts
$81K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
126
Mission Wealth Management
California
$407K
CICI
127
Capital Investment Counsel Inc
North Carolina
$402K
KeyBank National Association
128
KeyBank National Association
Ohio
$396K
DBRC
129
D.B. Root & Company
Pennsylvania
$359K
OMC
130
Old Mission Capital
Illinois
$347K
RWA
131
River Wealth Advisors
Pennsylvania
$337K
VBCG
132
Valley Brook Capital Group
Pennsylvania
$331K
RWM
133
Rialto Wealth Management
New York
$324K
MFG
134
Monte Financial Group
Connecticut
$314K
PWA
135
Primoris Wealth Advisors
Florida
$313K
Comerica Bank
136
Comerica Bank
Texas
$300K
GRP
137
Global Retirement Partners
California
$300K
HAS
138
HBW Advisory Services
California
$296K
CPSAC
139
Chas P. Smith & Associates (CPS)
Florida
$296K
Citadel Advisors
140
Citadel Advisors
Florida
$293K
LA
141
Lifeworks Advisors
Michigan
$290K
ECA
142
Elevated Capital Advisors
Utah
$290K
PIA
143
Panoramic Investment Advisors
Colorado
$289K
CAM
144
Cresset Asset Management
Illinois
$288K
SWA
145
Stratos Wealth Advisors
Ohio
$286K
KIA
146
KCM Investment Advisors
California
$286K
SW
147
SVB Wealth
Massachusetts
$279K
AWA
148
Arkadios Wealth Advisors
Georgia
$274K
AB
149
Atlas Brown
Kentucky
$273K
IWC
150
Integrated Wealth Concepts
Massachusetts
$265K