We are live on ! Find out more
FNCL icon

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
AUB
176
Atlantic Union Bankshares
Virginia
$177K
VNA
177
Valley National Advisers
Pennsylvania
$176K +$144K +1,902 +521%
MAS
178
MPWM Advisory Solutions
Georgia
$174K +$169K +2,241 New
BlackRock
179
BlackRock
New York
$149K +$145K +1,914 New
RWM
180
Rialto Wealth Management
New York
$147K -$113K -1,492 -44%
PSB
181
Piscataqua Savings Bank
New Hampshire
$145K +$141K +1,865 New
HR
182
Howe & Rusling
New York
$137K +$133K +1,765 New
AAP
183
Arax Advisory Partners
Colorado
$134K +$131K +1,729 New
SMA
184
Sage Mountain Advisors
Georgia
$132K +$1.28K +17 +1%
Deutsche Bank
185
Deutsche Bank
Germany
$121K +$117K +1,553 New
BWL
186
Bogart Wealth LLC
Virginia
$120K
WBC
187
West Branch Capital
Massachusetts
$111K
Rockefeller Capital Management
188
Rockefeller Capital Management
New York
$104K +$302 +4 +0.3%
FDCDDQ
189
Federation des caisses Desjardins du Quebec
Quebec, Canada
$99K +$77.8K +1,030 +422%
QC
190
Quent Capital
New York
$97.3K
PNC Financial Services Group
191
PNC Financial Services Group
Pennsylvania
$95.1K -$1.44K -19 -2%
FFA
192
Farther Finance Advisors
California
$93.6K -$90.9K -1,203 -50%
CIBC Private Wealth Group
193
CIBC Private Wealth Group
Georgia
$93.1K
US Bancorp
194
US Bancorp
Minnesota
$91.2K +$302 +4 +0.3%
PA
195
Parallel Advisors
California
$87.9K +$76 +1 +0.1%
Franklin Resources
196
Franklin Resources
California
$86.3K +$8.31K +110 +11%
AssetMark Inc
197
AssetMark Inc
California
$81.5K
CI
198
CX Institutional
Indiana
$80K +$55K +728 +242%
TFM
199
TFC Financial Management
Massachusetts
$78.1K
CA
200
Clearstead Advisors
Ohio
$77.7K +$75.6K +1,000 New