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Fidelity MSCI Financials Index ETF

265 hedge funds and large institutions have $952M invested in Fidelity MSCI Financials Index ETF in 2025 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 106 increasing their positions, 67 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 21

58% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 67

4% more funds holding

Funds holding: 255265 (+10)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1% less capital invested

Capital invested by funds: $963M → $952M (-$11.6M)

1.2% less ownership

Funds ownership: 40.57%39.37% (-1.2%)

Holders
265
Holders Change
+10
Holders Change %
+3.92%
% of All Funds
3.22%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
36
Increased
106
Reduced
67
Closed
21
Calls
$536K
Puts
Net Calls
+$536K
Net Calls Change
-$128K
Name Holding Trade Value Shares
Change
Change in
Stake
EW
126
Evoke Wealth
California
$383K +$373K +4,931 New
VPW
127
Variant Private Wealth
Virginia
$383K -$201K -2,657 -35%
IFG
128
Independent Financial Group
California
$380K -$72.5K -960 -16%
DBRC
129
D.B. Root & Company
Pennsylvania
$377K
SWA
130
Stratos Wealth Advisors
Ohio
$354K +$41.9K +554 +14%
VBCG
131
Valley Brook Capital Group
Pennsylvania
$350K +$76 +1 +0%
IA
132
IFP Advisors
Florida
$338K +$16.1K +213 +5%
MFG
133
Monte Financial Group
Connecticut
$333K +$9.14K +121 +3%
HAS
134
HBW Advisory Services
California
$327K -$7.71K -102 -2%
RWA
135
River Wealth Advisors
Pennsylvania
$319K -$982 -13 -0.3%
Comerica Bank
136
Comerica Bank
Texas
$316K +$378 +5 +0.1%
GRP
137
Global Retirement Partners
California
$316K +$2.04K +27 +0.7%
AB
138
Atlas Brown
Kentucky
$311K +$22.8K +302 +8%
VWA
139
Visionary Wealth Advisors
Illinois
$309K +$70K +926 +30%
CPSAC
140
Chas P. Smith & Associates (CPS)
Florida
$308K +$20.3K +269 +7%
Pathstone Holdings
141
Pathstone Holdings
New Jersey
$307K -$206K -2,721 -41%
PIA
142
Panoramic Investment Advisors
Colorado
$303K
SFA
143
Sequoia Financial Advisors
Ohio
$302K +$293K +3,879 New
VT
144
Vise Technologies
New York
$301K +$293K +3,873 New
KIA
145
KCM Investment Advisors
California
$295K -$3.4K -45 -1%
SW
146
SVB Wealth
Massachusetts
$292K
PCA
147
Purkiss Capital Advisors
Connecticut
$292K -$35.5K -470 -11%
IC
148
IEQ Capital
California
$280K
AIS
149
AM Investment Strategies
Tennessee
$279K +$529 +7 +0.2%
WPP
150
Whalerock Point Partners
Rhode Island
$270K