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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
PWP
151
Prasad Wealth Partners
Ohio
$270K
Focus Partners Wealth
152
Focus Partners Wealth
Massachusetts
$269K +$40.9K +541 +18%
RFN
153
Redwood Financial Network
Ohio
$268K +$29.4K +389 +13%
CAMG
154
CWA Asset Management Group
Florida
$265K
AWA
155
Arkadios Wealth Advisors
Georgia
$264K +$2.27K +30 +0.9%
IW
156
Instrumental Wealth
Florida
$263K +$32.4K +429 +14%
JWCA
157
J.W. Cole Advisors
Florida
$255K -$29.2K -387 -6%
PS
158
Principal Securities
Iowa
$252K -$3.1K -41 -1%
ECA
159
Elevated Capital Advisors
Utah
$244K -$28.5K -377 -11%
BW
160
BIP Wealth
Georgia
$244K +$831 +11 +0.4%
GIA
161
Gladstone Institutional Advisory
Florida
$241K +$604 +8 +0.3%
SOS
162
Silver Oak Securities
Tennessee
$240K +$35K +463 +18%
SFS
163
Sowell Financial Services
Arkansas
$234K +$1.06K +14 +0.5%
DWM
164
Dakota Wealth Management
Florida
$233K
PFS
165
Prospera Financial Services
Texas
$231K -$13.4K -178 -6%
TCM
166
Tandem Capital Management
New Jersey
$230K +$24.9K +330 +13%
NL
167
NWAM LLC
Washington
$229K +$2.12K +28 +0.9%
MHR
168
Matthew Hamilton Rosenberg
$228K
HI
169
Harbour Investments
Wisconsin
$217K +$74.4K +984 +55%
Koshinski Asset Management
170
Koshinski Asset Management
Illinois
$214K -$21.4K -283 -9%
M1FG
171
Mach-1 Financial Group
Arkansas
$205K +$199K +2,634 New
BWM
172
BCS Wealth Management
Tennessee
$204K +$199K +2,630 New
SA
173
Sovran Advisors
California
$202K +$197K +2,607 New
FHC
174
First Heartland Consultants
Missouri
$200K +$194K +2,573 New
BBHC
175
Brown Brothers Harriman & Co
New York
$192K