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Fidelity MSCI Financials Index ETF

255 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, 66 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 15

44% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 66

12% more capital invested

Capital invested by funds: $858M → $963M (+$105M)

3.3% more ownership

Funds ownership: 37.27%40.57% (+3.3%)

0% more funds holding

Funds holding: 254255 (+1)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
255
Holders Change
+1
Holders Change %
+0.39%
% of All Funds
3.35%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
26
Increased
95
Reduced
66
Closed
15
Calls
$664K
Puts
Net Calls
+$664K
Net Calls Change
-$92K
Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
1
Lido Advisors
California
$206M +$14.8M +196,045 +8%
Charles Schwab
2
Charles Schwab
California
$140M +$751K +9,973 +0.5%
AM
3
AGF Management
Ontario, Canada
$65.2M +$20.7M +274,708 +47%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$34.2M -$11.1M -147,265 -25%
Osaic Holdings
5
Osaic Holdings
Arizona
$32.9M +$23.7M +314,282 +271%
SPFSPD
6
Sava Pension Fund (Sava Penzisko Drushtvo)
$26.1M +$25.7M +341,872 New
Morgan Stanley
7
Morgan Stanley
New York
$24.6M -$747K -9,916 -3%
VC
8
Vicus Capital
Pennsylvania
$23.7M +$809K +10,742 +4%
LPL Financial
9
LPL Financial
California
$22.3M +$3.5M +46,420 +19%
Mercer Global Advisors
10
Mercer Global Advisors
Colorado
$20.9M +$20.1M +266,401 +3,442%
FSC
11
Full Sail Capital
Oklahoma
$18M -$632K -8,385 -3%
SPIA
12
Strategic Point Investment Advisors
Rhode Island
$16M +$316K +4,190 +2%
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
$16M +$8.67M +115,117 +123%
Kovitz Investment Group Partners
14
Kovitz Investment Group Partners
Illinois
$15.7M -$783K -10,399 -5%
Wells Fargo
15
Wells Fargo
California
$12.6M +$259K +3,445 +2%
IFA
16
Independence Financial Advisors
New Hampshire
$11.2M +$142K +1,891 +1%
FFS
17
Fischer Financial Services
Pennsylvania
$11.2M -$152K -2,020 -1%
KAS
18
Kestra Advisory Services
Texas
$10.8M +$373K +4,957 +4%
JP Morgan Chase
19
JP Morgan Chase
New York
$10.8M -$421K -5,588 -4%
PA
20
Procyon Advisors
Connecticut
$9.62M +$866K +11,492 +10%
Ameriprise
21
Ameriprise
Minnesota
$9.25M +$1.29M +17,188 +17%
PCS
22
Personal CFO Solutions
New Jersey
$9.03M -$71.3K -946 -0.8%
Stifel Financial
23
Stifel Financial
Missouri
$9.01M -$70.4K -935 -0.8%
Bank of America
24
Bank of America
North Carolina
$8.36M +$550K +7,302 +7%
MWM
25
Modern Wealth Management
Kansas
$7.87M -$2.6M -34,483 -25%