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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
Holders
255
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
$664K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SOAMC
176
Spirit of America Management Corp
New York
$186K
FFA
177
Farther Finance Advisors
California
$184K
AUB
178
Atlantic Union Bankshares
Virginia
$173K
HI
179
Harbour Investments
Wisconsin
$138K
SMA
180
Sage Mountain Advisors
Georgia
$129K
MCM
181
MAI Capital Management
Ohio
$125K
BWL
182
Bogart Wealth LLC
Virginia
$118K
MG
183
Mather Group
Illinois
$116K
WBC
184
West Branch Capital
Massachusetts
$109K
Rockefeller Capital Management
185
Rockefeller Capital Management
New York
$102K
QC
186
Quent Capital
New York
$95.6K
PNC Financial Services Group
187
PNC Financial Services Group
Pennsylvania
$94.8K
PFA
188
Pathway Financial Advisers
Indiana
$92K
CIBC Private Wealth Group
189
CIBC Private Wealth Group
Georgia
$91.4K
Qube Research & Technologies (QRT)
190
Qube Research & Technologies (QRT)
United Kingdom
$90.2K
US Bancorp
191
US Bancorp
Minnesota
$89.2K
PA
192
Parallel Advisors
California
$86.3K
HWA
193
Heartwood Wealth Advisors
Virginia
$80.8K
AssetMark Inc
194
AssetMark Inc
California
$80K
GWM
195
Geneos Wealth Management
Colorado
$77K
TFM
196
TFC Financial Management
Massachusetts
$76.7K
Franklin Resources
197
Franklin Resources
California
$76.3K
TWC
198
TD Waterhouse Canada
Ontario, Canada
$75.7K
SRCM
199
Signature Resources Capital Management
California
$67.9K
William Blair & Company
200
William Blair & Company
Illinois
$57.4K