FNCL icon

Fidelity MSCI Financials Index ETF

254 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, 65 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
254
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$664K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
201
EPG Wealth Management
Georgia
$56K
LFG
202
Larson Financial Group
Missouri
$46.7K
HWM
203
HighMark Wealth Management
Minnesota
$46.6K
CT
204
Caldwell Trust
Florida
$45.8K
UCB
205
United Community Bank
South Carolina
$44.4K
FWM
206
FSA Wealth Management
Massachusetts
$41.6K
GEA
207
Glen Eagle Advisors
New Jersey
$38.9K
FP
208
Financial Perspectives
Minnesota
$38.3K
Fifth Third Bancorp
209
Fifth Third Bancorp
Ohio
$36.2K
CFD
210
Creative Financial Designs
Indiana
$35.1K
DRP
211
Decker Retirement Planning
Utah
$32.3K
ACA
212
Aptus Capital Advisors
Alabama
$31.9K
CIAS
213
Capital Investment Advisory Services
North Carolina
$30.5K
CT
214
Colonial Trust
South Carolina
$27.6K
VNA
215
Valley National Advisers
Pennsylvania
$27K
TCM
216
Tradewinds Capital Management
Washington
$23.9K
CI
217
CX Institutional
Indiana
$23K
RF
218
Rossby Financial
Florida
$22.8K
GCM
219
Gables Capital Management
Florida
$21.6K
WANY
220
Wealthspire Advisors (New York)
New York
$19.9K
QCG
221
Quadrant Capital Group
Ohio
$18.8K
PTC
222
Private Trust Company
Ohio
$18.8K
FDCDDQ
223
Federation des caisses Desjardins du Quebec
Quebec, Canada
$18.6K
Russell Investments Group
224
Russell Investments Group
United Kingdom
$16.8K
PC
225
Promus Capital
Illinois
$16K