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Fidelity MSCI Financials Index ETF
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Overview Fund Activity

91 hedge funds and large institutions have $259M invested in Fidelity MSCI Financials Index ETF in 2017 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 41 increasing their positions, 16 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
91
Holders Change
+24
Holders Change %
+35.82%
% of All Funds
2.27%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
28
Increased
41
Reduced
16
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GWM
1
Geneos Wealth Management
Colorado
$11.5M
2
Jane Street
2
Jane Street
New York
$6.31M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$36.3M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$20.8M
5
Northern Trust
5
Northern Trust
Illinois
$3.47M

Top Sellers

1
CPSAC
1
Chas P. Smith & Associates (CPS)
Florida
$6.71M
2
BFA
2
Beaumont Financial Advisors
Massachusetts
$16.8M
3
LTFS
3
Ladenburg Thalmann Financial Services
Florida
$11.3M
4
ST
4
Spinnaker Trust
Maine
$6.03M
5
SG Americas Securities
5
SG Americas Securities
New York
$1.64M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJFSA
26
Raymond James Financial Services Advisors
Florida
$2.77M +$2.02M +57,353 +266%
MWM
27
Meridian Wealth Management
Kentucky
$2.23M +$2.23M +63,300 New
AIA
28
Allegis Investment Advisors
Idaho
$2.17M +$2.17M +61,784 New
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$2.08M +$1.29M +36,733 +163%
Lido Advisors
30
Lido Advisors
California
$2.07M +$1.29M +36,544 +165%
SPC
31
Sigma Planning Corp
Michigan
$1.93M +$1.39M +39,535 +259%
VEA
32
Virtus ETF Advisers
New York
$1.9M +$1.9M +53,900 New
SG Americas Securities
33
SG Americas Securities
New York
$1.64M -$406K -11,542 -20%
AI
34
Atria Investments
North Carolina
$1.38M +$704K +20,034 +104%
FFEC
35
First Financial Equity Corporation
Arizona
$1.33M +$1.33M +38,018 New
Bank of America
36
Bank of America
North Carolina
$1.32M +$1.26M +35,931 +2,247%
FIM
37
Freedom Investment Management
Connecticut
$1.26M +$1.26M +35,891 New
Citadel Advisors
38
Citadel Advisors
Florida
$1.26M +$1.26M +35,814 New
AWA
39
ARS Wealth Advisors
Florida
$1.03M +$657K +18,686 +178%
TCM
40
Traynor Capital Management
Pennsylvania
$999K +$27.1K +753 +3%
CA
41
Cetera Advisors
Colorado
$950K +$458K +13,013 +93%
MIAN
42
Mariner Independent Advisor Network
Kansas
$943K +$420K +8,399 +80%
BRWA
43
B. Riley Wealth Advisors
Florida
$892K +$892K +25,342 New
AG
44
Advisor Group
Arizona
$869K +$350K +9,943 +67%
IA
45
IFP Advisors
Florida
$791K +$624K +17,761 +375%
RPG
46
Risk Paradigm Group
Texas
$790K -$219K -6,228 -22%
PAG
47
Private Advisor Group
New Jersey
$787K +$787K +22,663 New
CFD
48
Creative Financial Designs
Indiana
$784K +$644K +18,324 +460%
FAAS
49
First Allied Advisory Services
California
$641K +$403K +11,541 +169%
RCAG
50
Rehmann Capital Advisory Group
Michigan
$540K +$540K +15,370 New
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