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Fidelity MSCI Financials Index ETF
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Overview Fund Activity

67 hedge funds and large institutions have $194M invested in Fidelity MSCI Financials Index ETF in 2016 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 22 increasing their positions, 9 reducing their positions, and 7 closing their positions.

Holders
67
Holders Change
+22
Holders Change %
+48.89%
% of All Funds
1.68%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
30
Increased
22
Reduced
9
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$30M
2
BFA
2
Beaumont Financial Advisors
Massachusetts
$20.2M
3
EMA
3
Efficient Market Advisors
California
$18.8M
4
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$13.9M
5
TPWA
5
TRUE Private Wealth Advisors
Oregon
$9.93M

Top Sellers

1
ST
1
Spinnaker Trust
Maine
$6.38M
2
Goldman Sachs
2
Goldman Sachs
New York
$0
3
CPSAC
3
Chas P. Smith & Associates (CPS)
Florida
$11.7M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$1.12M
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Lido Advisors
26
Lido Advisors
California
$764K 22,108 +22,108 New
RJFSA
27
Raymond James Financial Services Advisors
Florida
$746K 21,563 +21,563 New
AI
28
Atria Investments
North Carolina
$669K 19,341 +19,341 New
MFS
29
MSI Financial Services
Massachusetts
$658K 19,023 +18,767 +7,331%
FA
30
FDx Advisors
Illinois
$625K 18,070 +18,070 New
SPC
31
Sigma Planning Corp
Michigan
$529K 15,293 -4,363 -22%
AG
32
Advisor Group
Arizona
$510K 14,752 +3,320 +29%
RCA
33
Rowland Carmichael Advisors
Arizona
$486K 14,065 +14,065 New
CA
34
Cetera Advisors
Colorado
$483K 14,002 +14,002 New
LA
35
Lynch & Associates
Indiana
$447K 12,913 -212 -2%
SHIM
36
Stone House Investment Management
Pennsylvania
$400K 11,574 +11,574 New
Jane Street
37
Jane Street
New York
$374K 10,827 +10,827 New
RFWA
38
RPg Family Wealth Advisory
Massachusetts
$363K 10,510 +5,074 +93%
AWA
39
ARS Wealth Advisors
Florida
$363K 10,495 +10,495 New
MIAN
40
Mariner Independent Advisor Network
Kansas
$362K 10,471 +10,471 New
CFP
41
Cornerstone Financial Partners
North Carolina
$346K 10,010 +10,010 New
DADC
42
D.A. Davidson & Co
Montana
$317K 9,195 +9,195 New
KTC
43
Kistler-Tiffany Companies
Pennsylvania
$291K 8,406 – –
Fidelity Investments
44
Fidelity Investments
Massachusetts
$291K 8,412 +8,412 New
CPA
45
Court Place Advisors
Maryland
$290K 8,400 – –
FAAS
46
First Allied Advisory Services
California
$236K 6,834 +6,834 New
AW
47
ACG Wealth
Georgia
$233K 6,740 +6,740 New
IA
48
IFP Advisors
Florida
$164K 4,740 +4,740 New
WA
49
WFG Advisors
Texas
$150K 4,326 +1,531 +55%
CFD
50
Creative Financial Designs
Indiana
$138K 3,986 +3,986 New
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