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Fidelity MSCI Financials Index ETF
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Overview Fund Activity

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

Top Buyers

1
Kovitz Investment Group Partners
1
Kovitz Investment Group Partners
Illinois
$16M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$7.03M
3
BCM
3
Beaumont Capital Management
Massachusetts
$6.16M
4
MWM
4
Modern Wealth Management
Kansas
$10.2M
5
Ameriprise
5
Ameriprise
Minnesota
$7.7M

Top Sellers

1
AM
1
AGF Management
Ontario, Canada
$42.9M
2
QAM
2
Q3 Asset Management
Michigan
$0
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$6.95M
4
ASN
4
Advisory Services Network
Georgia
$599K
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
UCB
201
United Community Bank
South Carolina
$43.1K – – –
AAP
202
Arax Advisory Partners
Colorado
$43K – – –
HWM
203
HighMark Wealth Management
Minnesota
$40.7K – – –
FWM
204
FSA Wealth Management
Massachusetts
$40.2K +$148 +2 +0.4%
GEA
205
Glen Eagle Advisors
New Jersey
$37.8K – – –
FP
206
Financial Perspectives
Minnesota
$37.1K +$74 +1 +0.2%
Fifth Third Bancorp
207
Fifth Third Bancorp
Ohio
$35.1K – – –
CFD
208
Creative Financial Designs
Indiana
$34.1K – – –
Belvedere Trading
209
Belvedere Trading
Illinois
$34K +$34K +459 New
AssetMark Inc
210
AssetMark Inc
California
$33.2K -$10.1K -137 -23%
DRP
211
Decker Retirement Planning
Utah
$31.3K – – –
ACA
212
Aptus Capital Advisors
Alabama
$30.9K +$74 +1 +0.2%
CIAS
213
Capital Investment Advisory Services
North Carolina
$29.6K – – –
CT
214
Colonial Trust
South Carolina
$26.8K +$26.8K +362 New
BFP
215
Briaud Financial Planning
Texas
$25K +$25K +346 New
CFO
216
CVA Family Office
Colorado
$24.1K – – –
TCM
217
Tradewinds Capital Management
Washington
$23.1K +$74 +1 +0.3%
RF
218
Rossby Financial
Florida
$22.3K – – –
GCM
219
Gables Capital Management
Florida
$21K – – –
OLVIG
220
Oliver Lagore Vanvalin Investment Group
Michigan
$20.1K +$20.1K +289 New
PC
221
Promus Capital
Illinois
$15.5K – – –
PWA
222
Physician Wealth Advisors
Utah
$15.4K -$4.36K -59 -22%
BONH
223
Bank of New Hampshire
New Hampshire
$12.5K – – –
T
224
Tidemark
California
$11.1K – – –
SIS
225
Sound Income Strategies
Florida
$10.2K – – –
7 8
9
10 11