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Fidelity MSCI Materials Index ETF

67 hedge funds and large institutions have $71.2M invested in Fidelity MSCI Materials Index ETF in 2019 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 12 increasing their positions, 29 reducing their positions, and 7 closing their positions.

Holders
67
Holders Change
+9
Holders Change %
+15.52%
% of All Funds
1.32%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
12
Reduced
29
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$13.1M 381,404 -14,761 -4%
PFM
2
Peak Financial Management
Massachusetts
$6.49M 188,998 -7,491 -4%
Lido Advisors
3
Lido Advisors
California
$6.12M 178,185 +39,557 +29%
BFM
4
Broadview Financial Management
Wisconsin
$4.03M 117,289 -21,703 -16%
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$3.59M 104,617 -13,193 -11%
BFA
6
Beaumont Financial Advisors
Massachusetts
$3.33M 96,851 -22,539 -19%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$3.06M 89,056 -11,005 -11%
MWM
8
Maltin Wealth Management
New Jersey
$2.37M 69,046 +69,046 New
NR
9
Newfound Research
Massachusetts
$2.08M 60,638 +1,631 +3%
SPC
10
Sigma Planning Corp
Michigan
$1.65M 48,017 -6,719 -12%
AG
11
Advisor Group
Arizona
$1.52M 44,360 -865 -2%
SW
12
SVB Wealth
Massachusetts
$1.43M 41,596 -63,738 -61%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$1.36M 39,700 +39,700 New
PCS
14
Personal CFO Solutions
New Jersey
$1.3M 37,919 -1,866 -5%
Stifel Financial
15
Stifel Financial
Missouri
$1.13M 32,984 -168 -0.5%
ST
16
Spinnaker Trust
Maine
$1.06M 30,773 +30,773 New
AI
17
Atria Investments
North Carolina
$1.03M 30,048 +1,472 +5%
Wells Fargo
18
Wells Fargo
California
$961K 27,994 -8,778 -24%
CAS
19
Cascadia Advisory Services
Oregon
$900K 26,211 +26,211 New
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$894K 26,038 +17,242 +196%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$888K 25,880 +25,880 New
ECM
22
Exchange Capital Management
Michigan
$858K 24,989 -4,014 -14%
Citadel Advisors
23
Citadel Advisors
Florida
$849K 24,725 -31,507 -56%
HighTower Advisors
24
HighTower Advisors
Illinois
$729K 21,269 -1,801 -8%
5L
25
55I LLC
Massachusetts
$727K 21,176 +21,176 New