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Fidelity MSCI Financials Index ETF

259 hedge funds and large institutions have $824M invested in Fidelity MSCI Financials Index ETF in 2025 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 101 increasing their positions, 58 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more funds holding in top 10

Funds holding in top 10: 14 (+3)

86% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 22

74% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 58

5% more funds holding

Funds holding: 246259 (+13)

1.09% more ownership

Funds ownership: 37.27%38.36% (+1.1%)

22% less capital invested

Capital invested by funds: $1.06B → $824M (-$235M)

Holders
259
Holders Change
+13
Holders Change %
+5.28%
% of All Funds
3.47%
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
101
Reduced
58
Closed
22
Calls
$487K
Puts
Net Calls
+$487K
Net Calls Change
+$487K
Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
1
Lido Advisors
California
$176M +$15.8M +222,432 +10%
Charles Schwab
2
Charles Schwab
California
$129M -$4.63M -65,353 -3%
AM
3
AGF Management
Ontario, Canada
$57.6M +$5.53M +77,963 +10%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$41M -$3.15M -44,424 -7%
Morgan Stanley
5
Morgan Stanley
New York
$22.4M +$3.05M +43,063 +15%
CWM
6
Congress Wealth Management
Massachusetts
$22.2M -$158K -2,224 -0.7%
VC
7
Vicus Capital
Pennsylvania
$20.3M -$1.91M -27,004 -8%
LPL Financial
8
LPL Financial
California
$19.8M +$4.27M +60,293 +27%
FSC
9
Full Sail Capital
Oklahoma
$17.2M -$498K -7,019 -3%
SPIA
10
Strategic Point Investment Advisors
Rhode Island
$14.2M -$69.8K -985 -0.5%
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$14M -$5.33M -75,211 -27%
Wells Fargo
12
Wells Fargo
California
$12.6M +$2.77M +39,124 +27%
QAM
13
Q3 Asset Management
Michigan
$10.5M -$539K -7,609 -5%
FFS
14
Fischer Financial Services
Pennsylvania
$10.5M -$144K -2,034 -1%
JP Morgan Chase
15
JP Morgan Chase
New York
$10.2M +$2.71M +38,259 +35%
IFA
16
Independence Financial Advisors
New Hampshire
$9.71M +$9.9M +139,669 New
KAS
17
Kestra Advisory Services
Texas
$8.87M +$2.29M +32,338 +34%
Stifel Financial
18
Stifel Financial
Missouri
$8.61M -$1.98M -27,894 -18%
Osaic Holdings
19
Osaic Holdings
Arizona
$8.07M +$92.6K +1,306 +1%
PCS
20
Personal CFO Solutions
New Jersey
$7.72M +$7.88M +111,103 New
Kovitz Investment Group Partners
21
Kovitz Investment Group Partners
Illinois
$6.22M -$10.1M -143,103 -62%
HighTower Advisors
22
HighTower Advisors
Illinois
$6.18M -$2.4M -33,819 -28%
Bank of America
23
Bank of America
North Carolina
$6.05M +$498K +7,031 +9%
AWM
24
AE Wealth Management
Kansas
$6.05M +$172K +2,423 +3%
PA
25
Procyon Advisors
Connecticut
$5.22M +$688K +9,707 +15%

FNCL Hedge Fund Activity: Q1 2025 in Review

259 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Financials Index ETF (FNCL) for Q1 2025, worth a combined $824M — down 22% from $1.06B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new FNCL positions and 22 closed out — a net gain of 19 holders — while 101 added to existing stakes and 58 trimmed.

The largest buyer was Lido Advisors, adding an estimated $15.8M. The largest seller was Kovitz Investment Group Partners, cutting an estimated $10.1M.

  • 259 institutional investors held Fidelity MSCI Financials Index ETF (FNCL) as of Q1 2025, up from 246 in Q4 2024.
  • Funds reported $824M of Fidelity MSCI Financials Index ETF stock for Q1 2025, down 22% quarter-over-quarter.
  • 41 funds opened new Fidelity MSCI Financials Index ETF positions in Q1 2025 and 22 closed out, a net change of +19 holders.
  • The largest Fidelity MSCI Financials Index ETF buyer in Q1 2025 was Lido Advisors, an estimated $15.8M added.
  • The largest Fidelity MSCI Financials Index ETF seller in Q1 2025 was Kovitz Investment Group Partners, an estimated $10.1M sold.

Based on aggregated 13F filings for Q1 2025.