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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
SOAMC
176
Spirit of America Management Corp
New York
$186K +$1.88K +25 +1%
FFA
177
Farther Finance Advisors
California
$184K +$117K +1,559 +184%
AUB
178
Atlantic Union Bankshares
Virginia
$173K +$168K +2,229 +5,184%
HI
179
Harbour Investments
Wisconsin
$138K
SMA
180
Sage Mountain Advisors
Georgia
$129K
MCM
181
MAI Capital Management
Ohio
$125K -$2.94K -39 -2%
BWL
182
Bogart Wealth LLC
Virginia
$118K
MG
183
Mather Group
Illinois
$116K +$114K +1,517 New
WBC
184
West Branch Capital
Massachusetts
$109K
Rockefeller Capital Management
185
Rockefeller Capital Management
New York
$102K +$101K +1,337 New
QC
186
Quent Capital
New York
$95.6K +$94.3K +1,252 New
PNC Financial Services Group
187
PNC Financial Services Group
Pennsylvania
$94.8K +$1.43K +19 +2%
PFA
188
Pathway Financial Advisers
Indiana
$92K +$91.1K +1,210 New
CIBC Private Wealth Group
189
CIBC Private Wealth Group
Georgia
$91.4K +$83.8K +1,112 +1,308%
Qube Research & Technologies (QRT)
190
Qube Research & Technologies (QRT)
United Kingdom
$90.2K -$46.7K -620 -34%
US Bancorp
191
US Bancorp
Minnesota
$89.2K -$4.22K -56 -5%
PA
192
Parallel Advisors
California
$86.3K
HWA
193
Heartwood Wealth Advisors
Virginia
$80.8K +$79.8K +1,059 New
AssetMark Inc
194
AssetMark Inc
California
$80K +$45.2K +600 +134%
GWM
195
Geneos Wealth Management
Colorado
$77K +$28.8K +382 +61%
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