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Fidelity MSCI Financials Index ETF
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Overview Fund Activity

252 hedge funds and large institutions have $854M invested in Fidelity MSCI Financials Index ETF in 2025 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 85 increasing their positions, 86 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
252
Holders Change
-4
Holders Change %
-1.56%
% of All Funds
3.38%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
25
Increased
85
Reduced
86
Closed
25
Calls
$837K
Puts
$81K
Net Calls
+$756K
Net Calls Change
+$269K

Top Buyers

1
Kovitz Investment Group Partners
1
Kovitz Investment Group Partners
Illinois
$16M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$7.03M
3
BCM
3
Beaumont Capital Management
Massachusetts
$6.16M
4
MWM
4
Modern Wealth Management
Kansas
$10.2M
5
Ameriprise
5
Ameriprise
Minnesota
$7.7M

Top Sellers

1
AM
1
AGF Management
Ontario, Canada
$42.9M
2
QAM
2
Q3 Asset Management
Michigan
$0
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$6.95M
4
ASN
4
Advisory Services Network
Georgia
$599K
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Lido Advisors
1
Lido Advisors
California
$186M -$1.46M -19,713 -0.8%
Charles Schwab
2
Charles Schwab
California
$135M -$2.54M -34,265 -2%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$44.1M +$477K +6,442 +1%
AM
4
AGF Management
Ontario, Canada
$42.9M -$18.5M -249,751 -30%
Morgan Stanley
5
Morgan Stanley
New York
$24.5M +$660K +8,908 +3%
CWM
6
Congress Wealth Management
Massachusetts
$23.1M -$474K -6,405 -2%
VC
7
Vicus Capital
Pennsylvania
$22.2M +$543K +7,331 +3%
LPL Financial
8
LPL Financial
California
$18.2M -$2.93M -39,507 -14%
FSC
9
Full Sail Capital
Oklahoma
$18.1M -$249K -3,362 -1%
Kovitz Investment Group Partners
10
Kovitz Investment Group Partners
Illinois
$16M +$9.35M +126,266 +141%
SPIA
11
Strategic Point Investment Advisors
Rhode Island
$15.2M +$117K +1,578 +0.8%
Wells Fargo
12
Wells Fargo
California
$11.9M -$1.52M -20,498 -11%
FFS
13
Fischer Financial Services
Pennsylvania
$11M -$232K -3,133 -2%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$10.9M -$6.81K -92 -0.1%
IFA
15
Independence Financial Advisors
New Hampshire
$10.7M +$351K +4,736 +3%
MWM
16
Modern Wealth Management
Kansas
$10.2M +$5.94M +80,205 +140%
KAS
17
Kestra Advisory Services
Texas
$10.2M +$707K +9,552 +7%
PCS
18
Personal CFO Solutions
New Jersey
$8.83M +$607K +8,193 +7%
Stifel Financial
19
Stifel Financial
Missouri
$8.8M -$370K -5,002 -4%
PA
20
Procyon Advisors
Connecticut
$8.48M +$2.92M +39,453 +53%
Ameriprise
21
Ameriprise
Minnesota
$7.7M +$4.21M +56,806 +120%
Bank of America
22
Bank of America
North Carolina
$7.57M +$1.12M +15,136 +17%
Two Sigma Investments
23
Two Sigma Investments
New York
$7.03M +$7.03M +94,900 New
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$6.97M +$2.14M +28,870 +44%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$6.95M -$7.94M -107,190 -53%
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