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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
AA
201
Addison Advisors
Vermont
$56.7K
EWM
202
EPG Wealth Management
Georgia
$56K +$75 +1 +0.1%
LFG
203
Larson Financial Group
Missouri
$46.7K +$43K +571 +1,428%
HWM
204
HighMark Wealth Management
Minnesota
$46.6K +$4.52K +60 +11%
CT
205
Caldwell Trust
Florida
$45.8K
UCB
206
United Community Bank
South Carolina
$44.4K
FWM
207
FSA Wealth Management
Massachusetts
$41.6K +$151 +2 +0.4%
GEA
208
Glen Eagle Advisors
New Jersey
$38.9K
FP
209
Financial Perspectives
Minnesota
$38.3K +$75 +1 +0.2%
Fifth Third Bancorp
210
Fifth Third Bancorp
Ohio
$36.2K
CFD
211
Creative Financial Designs
Indiana
$35.1K
DRP
212
Decker Retirement Planning
Utah
$32.3K
ACA
213
Aptus Capital Advisors
Alabama
$31.9K +$75 +1 +0.2%
CIAS
214
Capital Investment Advisory Services
North Carolina
$30.5K
CT
215
Colonial Trust
South Carolina
$27.6K
VNA
216
Valley National Advisers
Pennsylvania
$27K -$143K -1,902 -84%
TCM
217
Tradewinds Capital Management
Washington
$23.9K +$75 +1 +0.3%
CI
218
CX Institutional
Indiana
$23K -$88.7K -1,177 -80%
RF
219
Rossby Financial
Florida
$22.8K
GCM
220
Gables Capital Management
Florida
$21.6K
WANY
221
Wealthspire Advisors (New York)
New York
$19.9K +$19.6K +260 New
PTC
222
Private Trust Company
Ohio
$18.8K +$18.5K +246 New
QCG
223
Quadrant Capital Group
Ohio
$18.8K +$18.5K +246 New
FDCDDQ
224
Federation des caisses Desjardins du Quebec
Quebec, Canada
$18.6K +$18.4K +244 New
Russell Investments Group
225
Russell Investments Group
United Kingdom
$16.8K +$12.9K +171 +349%