FNCL icon

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
AIS
151
AM Investment Strategies
Tennessee
$264K
WPP
152
Whalerock Point Partners
Rhode Island
$258K
PWP
153
Prasad Wealth Partners
Ohio
$257K
Koshinski Asset Management
154
Koshinski Asset Management
Illinois
$256K
CAMG
155
CWA Asset Management Group
Florida
$252K
WN
156
Williams & Novak
California
$246K
PS
157
Principal Securities
Iowa
$242K
AAS
158
Avantax Advisory Services
Texas
$240K
AFG
159
Atomi Financial Group
New York
$239K
PFS
160
Prospera Financial Services
Texas
$233K
BW
161
BIP Wealth
Georgia
$230K
SAI
162
Savvy Advisors Inc
New York
$229K
VWA
163
Visionary Wealth Advisors
Illinois
$225K
CL
164
Choreo LLC
Illinois
$223K
AWA
165
Amplius Wealth Advisors
Pennsylvania
$222K
DWM
166
Dakota Wealth Management
Florida
$222K
NL
167
NWAM LLC
Washington
$222K
Corient Private Wealth
168
Corient Private Wealth
Florida
$220K
MHR
169
Matthew Hamilton Rosenberg
$217K
Focus Partners Wealth
170
Focus Partners Wealth
Massachusetts
$213K
CAPTRUST Financial Advisors
171
CAPTRUST Financial Advisors
North Carolina
$212K
PCA
172
Purkiss Capital Advisors
Connecticut
$212K
TRCT
173
Tower Research Capital (TRC)
New York
$211K
SEIA
174
Signature Estate & Investment Advisors
California
$201K
BBHC
175
Brown Brothers Harriman & Co
New York
$183K