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Fidelity MSCI Financials Index ETF
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Overview Fund Activity

142 hedge funds and large institutions have $245M invested in Fidelity MSCI Financials Index ETF in 2020 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 34 increasing their positions, 53 reducing their positions, and 14 closing their positions.

Holders
142
Holders Change
+12
Holders Change %
+9.23%
% of All Funds
2.52%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
26
Increased
34
Reduced
53
Closed
14
Calls
$1K
Puts
–
Net Calls
+$1K
Net Calls Change
+$1K

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$7.66M
2
Lido Advisors
2
Lido Advisors
California
$36M
3
GGS
3
Galvin Gaustad & Stein
Arizona
$3.74M
4
NAM
4
NorthCoast Asset Management
Connecticut
$5.48M
5
FIM
5
Freedom Investment Management
Connecticut
$4.78M

Top Sellers

1
VC
1
Vicus Capital
Pennsylvania
$1.9M
2
BFA
2
Beaumont Financial Advisors
Massachusetts
$8.41M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$20.1M
4
Wells Fargo
4
Wells Fargo
California
$5.2M
5
Bank of America
5
Bank of America
North Carolina
$2.21M
Name Market Value Shares Shares
Change 		Shares
Change %
CCM
26
Cribstone Capital Management
Maine
$1.82M 43,134 -220 -0.5%
SW
27
SVB Wealth
Massachusetts
$1.64M 38,874 -11,413 -23%
Truist Financial
28
Truist Financial
North Carolina
$1.6M 37,879 -4,805 -11%
RSWM
29
Robertson Stephens Wealth Management
California
$1.38M 32,643 – –
MWM
30
Maltin Wealth Management
New Jersey
$1.33M 31,476 -2,940 -9%
CS
31
Credit Suisse
Switzerland
$1.27M 30,106 -1,908 -6%
BCA
32
Bray Capital Advisors
Florida
$1.24M 29,305 – –
JPMorgan Chase & Co
33
JPMorgan Chase & Co
New York
$1.21M 28,554 -1,792 -6%
SPC
34
Sigma Planning Corp
Michigan
$1.17M 27,809 -12 -0%
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$1.17M 27,665 +3,027 +12%
KPWS
36
Kestra Private Wealth Services
Texas
$1.16M 27,883 +6,156 +28%
Ameriprise
37
Ameriprise
Minnesota
$1.14M 27,080 -21,759 -45%
QAM
38
Q3 Asset Management
Michigan
$1.11M 26,178 +26,178 New
SSWM
39
Smith Salley Wealth Management
North Carolina
$950K 22,506 -877 -4%
Thrivent Financial for Lutherans
40
Thrivent Financial for Lutherans
Minnesota
– – – –
LA
41
Lynch & Associates
Indiana
$890K 21,077 +508 +2%
Fidelity Investments
42
Fidelity Investments
Massachusetts
$887K 21,011 +1,267 +6%
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$854K 20,229 -3,764 -16%
BWM
44
Birchcreek Wealth Management
Ohio
$843K 19,978 +19,978 New
Barclays
45
Barclays
United Kingdom
$815K 19,300 – –
HCA
46
Heck Capital Advisors
Wisconsin
$775K 18,365 +1,955 +12%
LNC
47
Lincoln National Corp
Pennsylvania
$774K 18,337 -13,229 -42%
HAS
48
HBW Advisory Services
California
$763K 18,065 +18,065 New
SFG
49
Sage Financial Group
Pennsylvania
$760K 17,989 – –
AIC
50
Ameritas Investment Company
Nebraska
$754K 17,855 +4,793 +37%
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