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Fidelity MSCI Financials Index ETF

252 hedge funds and large institutions have $854M invested in Fidelity MSCI Financials Index ETF in 2025 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 85 increasing their positions, 86 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
252
Holders Change
-4
Holders Change %
-1.56%
% of All Funds
3.38%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
25
Increased
85
Reduced
86
Closed
25
Calls
$837K
Puts
$81K
Net Calls
+$756K
Net Calls Change
+$269K
Name Holding Trade Value Shares
Change
Shares
Change %
SOAMC
176
Spirit of America Management Corp
New York
$181K -$23.8K -319 -12%
VNA
177
Valley National Advisers
Pennsylvania
$167K
HI
178
Harbour Investments
Wisconsin
$134K +$4.3K +58 +3%
Qube Research & Technologies (QRT)
179
Qube Research & Technologies (QRT)
United Kingdom
$133K +$16.5K +223 +14%
SMA
180
Sage Mountain Advisors
Georgia
$125K
MCM
181
MAI Capital Management
Ohio
$124K
BWL
182
Bogart Wealth LLC
Virginia
$114K
CI
183
CX Institutional
Indiana
$109K +$80.6K +1,093 +284%
WBC
184
West Branch Capital
Massachusetts
$106K -$7.4K -100 -7%
US Bancorp
185
US Bancorp
Minnesota
$90.7K -$157K -2,116 -63%
PNC Financial Services Group
186
PNC Financial Services Group
Pennsylvania
$90.6K
MAS
187
MPWM Advisory Solutions
Georgia
$89.7K +$60.1K +812 +203%
PA
188
Parallel Advisors
California
$83.7K
TWC
189
TD Waterhouse Canada
Ontario, Canada
$74.5K
TFM
190
TFC Financial Management
Massachusetts
$74.3K
Franklin Resources
191
Franklin Resources
California
$74K -$171K -2,306 -70%
SRCM
192
Signature Resources Capital Management
California
$65.8K +$65.8K +889 New
FFA
193
Farther Finance Advisors
California
$62.8K -$151K -2,045 -71%
HR
194
Howe & Rusling
New York
$59K +$59K +797 New
William Blair & Company
195
William Blair & Company
Illinois
$55.7K
AA
196
Addison Advisors
Vermont
$55K
EWM
197
EPG Wealth Management
Georgia
$54.3K +$74 +1 +0.1%
SFC
198
SYM Financial Corp
Indiana
$51.8K +$51.8K +700 New
GWM
199
Geneos Wealth Management
Colorado
$46.4K -$50.7K -684 -52%
FHA
200
First Horizon Advisors
Tennessee
$45.8K