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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 %
UCB
201
United Community Bank
South Carolina
$40.5K
HWM
202
HighMark Wealth Management
Minnesota
$38.2K -$834 -12 -2%
FWM
203
FSA Wealth Management
Massachusetts
$37.6K +$139 +2 +0.4%
GEA
204
Glen Eagle Advisors
New Jersey
$35.5K
FP
205
Financial Perspectives
Minnesota
$34.7K +$139 +2 +0.4%
BBHC
206
Brown Brothers Harriman & Co
New York
$33.9K
Fifth Third Bancorp
207
Fifth Third Bancorp
Ohio
$33K +$33K +474 New
CFD
208
Creative Financial Designs
Indiana
$32K
LWMI
209
Legacy Wealth Management (Idaho)
Idaho
$30.7K +$30.7K +442 New
DRP
210
Decker Retirement Planning
Utah
$29.4K
ACA
211
Aptus Capital Advisors
Alabama
$28.9K -$1.39K -20 -5%
CIAS
212
Capital Investment Advisory Services
North Carolina
$27.8K
SWM
213
Spire Wealth Management
Virginia
$27.8K +$20.9K +300 +300%
MAS
214
MPWM Advisory Solutions
Georgia
$27.8K +$27.8K +400 New
AF
215
Advisornet Financial
Minnesota
$27.4K +$27.4K +394 New
CI
216
CX Institutional
Indiana
$27K +$27K +385 New
CWM
217
Cranbrook Wealth Management
Michigan
$24.1K +$24.1K +346 New
CFO
218
CVA Family Office
Colorado
$22.6K
TCM
219
Tradewinds Capital Management
Washington
$21.6K +$70 +1 +0.3%
WB
220
Webster Bank
Connecticut
$20.3K +$20.3K +292 New
RF
221
Rossby Financial
Florida
$20.2K +$20.2K +301 New
GCM
222
Gables Capital Management
Florida
$19.7K
PWA
223
Physician Wealth Advisors
Utah
$18.5K
QCG
224
Quadrant Capital Group
Ohio
$17.1K
GSWM
225
Golden State Wealth Management
California
$16K +$16K +230 New