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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.

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 Market Value Shares Shares
Change
Shares
Change %
Lido Advisors
1
Lido Advisors
California
$176M 2,527,726 +222,432 +10%
Charles Schwab
2
Charles Schwab
California
$129M 1,854,900 -65,353 -3%
AM
3
AGF Management
Ontario, Canada
$57.6M 828,934 +77,963 +10%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$41M 589,418 -44,424 -7%
Morgan Stanley
5
Morgan Stanley
New York
$22.4M 322,647 +43,063 +15%
CWM
6
Congress Wealth Management
Massachusetts
$22.2M 318,683 -2,224 -0.7%
VC
7
Vicus Capital
Pennsylvania
$20.3M 292,321 -27,004 -8%
LPL Financial
8
LPL Financial
California
$19.8M 284,906 +60,293 +27%
FSC
9
Full Sail Capital
Oklahoma
$17.2M 247,937 -7,019 -3%
SPIA
10
Strategic Point Investment Advisors
Rhode Island
$14.2M 204,305 -985 -0.5%
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$14M 201,121 -75,211 -27%
Wells Fargo
12
Wells Fargo
California
$12.6M 181,717 +39,124 +27%
QAM
13
Q3 Asset Management
Michigan
$10.5M 151,496 -7,609 -5%
FFS
14
Fischer Financial Services
Pennsylvania
$10.5M 151,369 -2,034 -1%
JPMorgan Chase & Co
15
JPMorgan Chase & Co
New York
$10.2M 146,998 +38,259 +35%
IFA
16
Independence Financial Advisors
New Hampshire
$9.71M 139,669 +139,669 New
KAS
17
Kestra Advisory Services
Texas
$8.87M 127,558 +32,338 +34%
Stifel Financial
18
Stifel Financial
Missouri
$8.61M 123,901 -27,894 -18%
Osaic Holdings
19
Osaic Holdings
Arizona
$8.07M 115,856 +1,306 +1%
PCS
20
Personal CFO Solutions
New Jersey
$7.72M 111,103 +111,103 New
Kovitz Investment Group Partners
21
Kovitz Investment Group Partners
Illinois
$6.22M 89,487 -143,103 -62%
HighTower Advisors
22
HighTower Advisors
Illinois
$6.18M 88,946 -33,819 -28%
Bank of America
23
Bank of America
North Carolina
$6.05M 87,076 +7,031 +9%
AWM
24
AE Wealth Management
Kansas
$6.05M 87,070 +2,423 +3%
PA
25
Procyon Advisors
Connecticut
$5.22M 75,063 +9,707 +15%