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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
Lido Advisors
1
Lido Advisors
California
$207M +$270K +3,567 +0.1%
Charles Schwab
2
Charles Schwab
California
$146M +$3.88M +51,401 +3%
AM
3
AGF Management
Ontario, Canada
$67.3M +$904K +11,965 +1%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$36.9M +$1.94M +25,627 +6%
Osaic Holdings
5
Osaic Holdings
Arizona
$32.2M -$1.19M -15,799 -4%
LPL Financial
6
LPL Financial
California
$27M +$4.23M +56,045 +19%
SPFSPD
7
Sava Pension Fund (Sava Penzisko Drushtvo)
$26.6M
Morgan Stanley
8
Morgan Stanley
New York
$26.1M +$1.04M +13,767 +4%
Mercer Global Advisors
9
Mercer Global Advisors
Colorado
$19.3M -$1.94M -25,672 -9%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$17M +$759K +10,040 +5%
SPIA
11
Strategic Point Investment Advisors
Rhode Island
$16.8M +$491K +6,497 +3%
KAS
12
Kestra Advisory Services
Texas
$16.1M +$4.88M +64,555 +45%
Kovitz Investment Group Partners
13
Kovitz Investment Group Partners
Illinois
$14.7M -$1.2M -15,858 -8%
IFA
14
Independence Financial Advisors
New Hampshire
$11.7M +$352K +4,661 +3%
FFS
15
Fischer Financial Services
Pennsylvania
$10.9M -$412K -5,456 -4%
JP Morgan Chase
16
JP Morgan Chase
New York
$10.7M -$262K -3,462 -2%
PA
17
Procyon Advisors
Connecticut
$10.2M +$354K +4,679 +4%
Bank of America
18
Bank of America
North Carolina
$9.63M +$1.08M +14,350 +13%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$9.44M +$4.62M +61,115 +101%
Wells Fargo
20
Wells Fargo
California
$9.26M -$3.44M -45,573 -28%
PCS
21
Personal CFO Solutions
New Jersey
$9.05M -$148K -1,963 -2%
Stifel Financial
22
Stifel Financial
Missouri
$8.95M -$214K -2,835 -2%
AWM
23
AE Wealth Management
Kansas
$8.59M +$605K +8,002 +8%
MWM
24
Modern Wealth Management
Kansas
$7.42M -$577K -7,639 -7%
Fidelity Investments
25
Fidelity Investments
Massachusetts
$7.1M +$410K +5,428 +6%