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Fidelity MSCI Financials Index ETF
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Overview Fund Activity

168 hedge funds and large institutions have $595M invested in Fidelity MSCI Financials Index ETF in 2021 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 67 increasing their positions, 29 reducing their positions, and 12 closing their positions.

Holders
168
Holders Change
+26
Holders Change %
+18.31%
% of All Funds
2.96%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
39
Increased
67
Reduced
29
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$209M
2
FIM
2
Freedom Investment Management
Connecticut
$22.3M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$38.7M
4
BCI
4
Brinker Capital Investments
Pennsylvania
$16.5M
5
Lido Advisors
5
Lido Advisors
California
$48.1M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
BFA
2
Beaumont Financial Advisors
Massachusetts
$8.02M
3
NAM
3
NorthCoast Asset Management
Connecticut
$5.01M
4
CS
4
Credit Suisse
Switzerland
$0
5
VC
5
Vicus Capital
Pennsylvania
$1.04M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
26
Bank of America
North Carolina
$3.06M 62,410 +10,117 +19%
JPMorgan Chase & Co
27
JPMorgan Chase & Co
New York
$3.02M 61,657 +33,103 +116%
ST
28
Spinnaker Trust
Maine
$2.98M 60,816 +60,816 New
MAFM
29
Mid Atlantic Financial Management
Pennsylvania
$2.82M 57,691 +46,483 +415%
BIP
30
Bouvel Investment Partners
Pennsylvania
$2.71M 55,342 +55,342 New
ECM
31
Exchange Capital Management
Michigan
$2.34M 47,711 -4,613 -9%
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$2.28M 46,475 +26,246 +130%
CCM
33
Cribstone Capital Management
Maine
$2.1M 42,808 -326 -0.8%
Thrivent Financial for Lutherans
34
Thrivent Financial for Lutherans
Minnesota
– – – –
MWM
35
Maltin Wealth Management
New Jersey
$1.85M 37,743 +6,267 +20%
BWM
36
Birchcreek Wealth Management
Ohio
$1.74M 35,474 +15,496 +78%
AI
37
Atria Investments
North Carolina
$1.72M 35,092 +35,092 New
SPC
38
Sigma Planning Corp
Michigan
$1.71M 34,821 +7,012 +25%
Truist Financial
39
Truist Financial
North Carolina
$1.68M 33,275 -4,604 -12%
MML Investors Services
40
MML Investors Services
Massachusetts
$1.64M 33,442 +21,973 +192%
RSWM
41
Robertson Stephens Wealth Management
California
$1.6M 32,643 – –
BCA
42
Bray Capital Advisors
Florida
$1.43M 29,305 – –
SSWM
43
Smith Salley Wealth Management
North Carolina
$1.42M 28,981 +6,475 +29%
Mercer Global Advisors
44
Mercer Global Advisors
Colorado
$1.4M 28,646 +28,646 New
LNC
45
Lincoln National Corp
Pennsylvania
$1.4M 28,620 +10,283 +56%
KPWS
46
Kestra Private Wealth Services
Texas
$1.39M 28,450 +567 +2%
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$1.35M 27,496 -169 -0.6%
SW
48
SVB Wealth
Massachusetts
$1.34M 27,365 -11,509 -30%
FTUS
49
Flow Traders U.S.
New York
$1.34M 27,271 +27,271 New
SWM
50
Spire Wealth Management
Virginia
$1.15M 23,484 +23,484 New
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