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Fidelity MSCI Financials Index ETF
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Overview Fund Activity

130 hedge funds and large institutions have $187M invested in Fidelity MSCI Financials Index ETF in 2020 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 31 increasing their positions, 49 reducing their positions, and 17 closing their positions.

Holders
130
Holders Change
+2
Holders Change %
+1.56%
% of All Funds
2.63%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
31
Reduced
49
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$17.9M
2
BFA
2
Beaumont Financial Advisors
Massachusetts
$8.74M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$7.83M
4
KAS
4
Kestra Advisory Services
Texas
$3.27M
5
FSC
5
Full Sail Capital
Oklahoma
$12.3M

Top Sellers

1
CPSAC
1
Chas P. Smith & Associates (CPS)
Florida
$329K
2
HighTower Advisors
2
HighTower Advisors
Illinois
$4M
3
ST
3
Spinnaker Trust
Maine
$0
4
VC
4
Vicus Capital
Pennsylvania
$4.28M
5
PCS
5
Personal CFO Solutions
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CCM
26
Cribstone Capital Management
Maine
$1.47M 43,354 -93 -0.2%
Truist Financial
27
Truist Financial
North Carolina
$1.44M 42,684 +3,260 +8%
MWM
28
Maltin Wealth Management
New Jersey
$1.16M 34,416 -1,808 -5%
NR
29
Newfound Research
Massachusetts
$1.12M 33,205 -20,439 -38%
RSWM
30
Robertson Stephens Wealth Management
California
$1.1M 32,643 +32,643 New
CS
31
Credit Suisse
Switzerland
$1.08M 32,014 -1,372 -4%
LNC
32
Lincoln National Corp
Pennsylvania
$1.07M 31,566 -218 -0.7%
JPMorgan Chase & Co
33
JPMorgan Chase & Co
New York
$1.02M 30,346 +5,146 +20%
BCA
34
Bray Capital Advisors
Florida
$991K 29,305 – –
SPC
35
Sigma Planning Corp
Michigan
$941K 27,821 +1,301 +5%
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$833K 24,638 -579 -2%
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$812K 23,993 -56,704 -70%
SSWM
38
Smith Salley Wealth Management
North Carolina
$791K 23,383 +1,433 +7%
TCM
39
Traynor Capital Management
Pennsylvania
$748K 20,763 -351 -2%
KPWS
40
Kestra Private Wealth Services
Texas
$735K 21,727 +21,727 New
LA
41
Lynch & Associates
Indiana
$696K 20,569 -140 -0.7%
Fidelity Investments
42
Fidelity Investments
Massachusetts
$668K 19,744 +939 +5%
Barclays
43
Barclays
United Kingdom
$653K 19,300 – –
SFG
44
Sage Financial Group
Pennsylvania
$608K 17,989 – –
FA
45
FMA Advisory
Pennsylvania
$594K 17,556 -950 -5%
ACA
46
Atlas Capital Advisors
Wyoming
$589K 17,430 -710 -4%
CPA
47
Court Place Advisors
Maryland
$578K 17,084 +8 +0%
HCA
48
Heck Capital Advisors
Wisconsin
$555K 16,410 -15,035 -48%
Thrivent Financial for Lutherans
49
Thrivent Financial for Lutherans
Minnesota
– – – –
KPW
50
Kore Private Wealth
New York
$440K 13,022 +164 +1%
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