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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
TWC
201
TD Waterhouse Canada
Ontario, Canada
$77.7K
Fifth Third Bancorp
202
Fifth Third Bancorp
Ohio
$70.8K +$33K +437 +92%
FHA
203
Flagship Harbor Advisors
Massachusetts
$69.3K +$67.3K +891 New
SRCM
204
Signature Resources Capital Management
California
$69.1K
IIM
205
IFC & Insurance Marketing
California
$67K +$65.2K +863 New
William Blair & Company
206
William Blair & Company
Illinois
$58.5K
AA
207
Addison Advisors
Vermont
$57.8K
EWM
208
EPG Wealth Management
Georgia
$57.1K
SOAMC
209
Spirit of America Management Corp
New York
$55.1K -$132K -1,745 -71%
AF
210
Allworth Financial
California
$54.3K +$49.3K +652 +1,387%
HWM
211
HighMark Wealth Management
Minnesota
$47.5K
SIS
212
Sound Income Strategies
Florida
$47.2K +$35.5K +470 +341%
CT
213
Caldwell Trust
Florida
$46.6K
UCB
214
United Community Bank
South Carolina
$45.2K
CT
215
Colonial Trust
South Carolina
$44.2K +$15.6K +206 +57%
KFAS
216
Keating Financial Advisory Services
Kansas
$41.2K +$40K +530 New
Qube Research & Technologies (QRT)
217
Qube Research & Technologies (QRT)
United Kingdom
$39.8K -$50.5K -669 -57%
GEA
218
Glen Eagle Advisors
New Jersey
$39.6K
FP
219
Financial Perspectives
Minnesota
$39.1K +$76 +1 +0.2%
CH
220
CDKV Holdings
Colorado
$38.9K +$37.8K +500 New
SFC
221
SYM Financial Corp
Indiana
$38.9K +$37.8K +500 New
GWM
222
Geneos Wealth Management
Colorado
$36.7K -$40.5K -536 -53%
CFD
223
Creative Financial Designs
Indiana
$35.8K
AC
224
AlphaCore Capital
California
$34.8K +$30.2K +400 +833%
DRP
225
Decker Retirement Planning
Utah
$32.9K