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Fidelity MSCI Financials Index ETF
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Overview Fund Activity

147 hedge funds and large institutions have $342M invested in Fidelity MSCI Financials Index ETF in 2019 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 41 increasing their positions, 50 reducing their positions, and 10 closing their positions.

Holders
147
Holders Change
+21
Holders Change %
+16.67%
% of All Funds
2.9%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
34
Increased
41
Reduced
50
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$12.9M
2
PCS
2
Personal CFO Solutions
New Jersey
$4.21M
3
Truist Financial
3
Truist Financial
North Carolina
$3M
4
MWM
4
Maltin Wealth Management
New Jersey
$2.89M
5
ACA
5
Atlas Capital Advisors
Wyoming
$2.76M

Top Sellers

1
Jane Street
1
Jane Street
New York
$438K
2
BFA
2
Beaumont Financial Advisors
Massachusetts
$17.7M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
SWP
4
Stratos Wealth Partners
Ohio
$0
5
UBS Group
5
UBS Group
Switzerland
$194K
Name Market Value Shares Shares
Change 		Shares
Change %
AG
26
Advisor Group
Arizona
$3.01M 67,613 +22,248 +49%
Truist Financial
27
Truist Financial
North Carolina
$3M 67,555 +67,555 New
Ameriprise
28
Ameriprise
Minnesota
$2.89M 65,124 -935 -1%
MWM
29
Maltin Wealth Management
New Jersey
$2.89M 65,109 +65,109 New
ACA
30
Atlas Capital Advisors
Wyoming
$2.76M 62,102 +62,102 New
RJFSA
31
Raymond James Financial Services Advisors
Florida
$2.55M 57,483 +2,072 +4%
ECM
32
Exchange Capital Management
Michigan
$2.53M 56,854 -10,313 -15%
LPL Financial
33
LPL Financial
California
$2.48M 55,795 -1,206 -2%
HCA
34
Heck Capital Advisors
Wisconsin
$2.34M 52,654 +8,710 +20%
NR
35
Newfound Research
Massachusetts
$2.11M 47,389 -832 -2%
Fidelity Investments
36
Fidelity Investments
Massachusetts
$2.04M 45,832 -889 -2%
BCA
37
Bray Capital Advisors
Florida
$1.81M 40,830 – –
SPC
38
Sigma Planning Corp
Michigan
$1.75M 39,436 +1,589 +4%
MAFM
39
Mid Atlantic Financial Management
Pennsylvania
$1.7M 38,334 +25,055 +189%
FI
40
FormulaFolio Investments
Michigan
$1.65M 37,244 +30,455 +449%
MML Investors Services
41
MML Investors Services
Massachusetts
$1.39M 31,180 -1,279 -4%
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$1.36M 30,558 -28,766 -48%
LNC
43
Lincoln National Corp
Pennsylvania
$1.3M 29,296 +6,486 +28%
TCM
44
Traynor Capital Management
Pennsylvania
$1.18M 26,544 -609 -2%
AI
45
Atria Investments
North Carolina
$1.09M 24,521 +1,358 +6%
BAM
46
Beaumont Asset Management
Texas
$1M 22,586 +22,586 New
BWA
47
Beam Wealth Advisors
Louisiana
$978K 22,025 +22,025 New
SSWM
48
Smith Salley Wealth Management
North Carolina
$936K 21,077 +4,841 +30%
CAS
49
Cascadia Advisory Services
Oregon
$923K 20,789 +20,789 New
LA
50
Lynch & Associates
Indiana
$911K 20,502 +2,023 +11%
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