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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
RWM
151
Rialto Wealth Management
New York
$258K -$75.3K -1,000 -23%
AWA
152
Arkadios Wealth Advisors
Georgia
$257K -$24.4K -324 -9%
WN
153
Williams & Novak
California
$254K
PS
154
Principal Securities
Iowa
$250K +$377 +5 +0.2%
PFS
155
Prospera Financial Services
Texas
$240K +$603 +8 +0.3%
BW
156
BIP Wealth
Georgia
$238K +$829 +11 +0.4%
GIA
157
Gladstone Institutional Advisory
Florida
$236K +$233K +3,088 New
RFN
158
Redwood Financial Network
Ohio
$234K +$230K +3,059 New
VWA
159
Visionary Wealth Advisors
Illinois
$232K +$527 +7 +0.2%
Koshinski Asset Management
160
Koshinski Asset Management
Illinois
$232K -$32K -425 -12%
AFG
161
Atomi Financial Group
New York
$231K -$14.9K -198 -6%
CL
162
Choreo LLC
Illinois
$230K +$678 +9 +0.3%
DWM
163
Dakota Wealth Management
Florida
$229K
SFS
164
Sowell Financial Services
Arkansas
$229K +$225K +2,993 New
IW
165
Instrumental Wealth
Florida
$228K +$233K +3,092 New
MHR
166
Matthew Hamilton Rosenberg
$224K
Focus Partners Wealth
167
Focus Partners Wealth
Massachusetts
$223K +$3.39K +45 +2%
NL
168
NWAM LLC
Washington
$222K
IWC
169
Integrated Wealth Concepts
Massachusetts
$217K -$55.2K -733 -20%
SAI
170
Savvy Advisors Inc
New York
$212K -$24.1K -320 -10%
SEIA
171
Signature Estate & Investment Advisors
California
$204K -$3.69K -49 -2%
TCM
172
Tandem Capital Management
New Jersey
$201K +$198K +2,635 New
SOS
173
Silver Oak Securities
Tennessee
$198K +$196K +2,596 New
BBHC
174
Brown Brothers Harriman & Co
New York
$188K
TRCT
175
Tower Research Capital (TRC)
New York
$187K -$30.1K -399 -14%