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Fidelity MSCI Financials Index ETF

256 hedge funds and large institutions have $822M invested in Fidelity MSCI Financials Index ETF in 2025 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 100 increasing their positions, 57 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
256
Holders Change
+13
Holders Change %
+5.35%
% of All Funds
3.48%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.05%
New
41
Increased
100
Reduced
57
Closed
22
Calls
$487K
Puts
Net Calls
+$487K
Net Calls Change
+$487K
Name Holding Trade Value Shares
Change
Shares
Change %
FFA
176
Farther Finance Advisors
California
$201K -$18.7K -270 -9%
Focus Partners Wealth
177
Focus Partners Wealth
Massachusetts
$200K +$200K +2,880 New
SOAMC
178
Spirit of America Management Corp
New York
$191K -$1.32K -19 -0.7%
AP
179
Advisors Preferred
Maryland
$168K +$168K +2,423 New
VNA
180
Valley National Advisers
Pennsylvania
$157K
HI
181
Harbour Investments
Wisconsin
$121K +$15.2K +219 +14%
SMA
182
Sage Mountain Advisors
Georgia
$117K
MCM
183
MAI Capital Management
Ohio
$116K +$3.75K +54 +3%
SPIA
184
Steward Partners Investment Advisory
New York
$113K +$10.4K +150 +10%
Qube Research & Technologies (QRT)
185
Qube Research & Technologies (QRT)
United Kingdom
$110K +$20.6K +296 +23%
BWL
186
Bogart Wealth LLC
Virginia
$107K
WBC
187
West Branch Capital
Massachusetts
$106K -$14.3K -205 -12%
MG
188
Mather Group
Illinois
$105K
GWM
189
Geneos Wealth Management
Colorado
$91.1K +$47.6K +684 +109%
QC
190
Quent Capital
New York
$87K +$87K +1,252 New
PNC Financial Services Group
191
PNC Financial Services Group
Pennsylvania
$85K
HIA
192
Harbor Investment Advisory
Maryland
$82K -$17K -244 -17%
PA
193
Parallel Advisors
California
$78.5K +$70 +1 +0.1%
TFM
194
TFC Financial Management
Massachusetts
$69.8K
TWC
195
TD Waterhouse Canada
Ontario, Canada
$69.4K
William Blair & Company
196
William Blair & Company
Illinois
$52.3K -$96.4K -1,386 -65%
AA
197
Addison Advisors
Vermont
$51.7K
EWM
198
EPG Wealth Management
Georgia
$50.9K -$22K -317 -30%
FHA
199
First Horizon Advisors
Tennessee
$43K
AssetMark Inc
200
AssetMark Inc
California
$40.7K -$2.02K -29 -5%