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Fidelity MSCI Financials Index ETF
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Overview Fund Activity

175 hedge funds and large institutions have $648M invested in Fidelity MSCI Financials Index ETF in 2021 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 80 increasing their positions, 39 reducing their positions, and 15 closing their positions.

Holders
175
Holders Change
+7
Holders Change %
+4.17%
% of All Funds
3.06%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.09%
New
23
Increased
80
Reduced
39
Closed
15
Calls
$452K
Puts
$283K
Net Calls
+$169K
Net Calls Change
+$169K

Top Buyers

1
EF
1
Empowered Funds
Pennsylvania
$24.4M
2
NAM
2
NorthCoast Asset Management
Connecticut
$14.4M
3
KAS
3
Kestra Advisory Services
Texas
$19.4M
4
SHIM
4
Stone House Investment Management
Pennsylvania
$5.87M
5
QAM
5
Q3 Asset Management
Michigan
$5.69M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$169M
2
BFA
2
Beaumont Financial Advisors
Massachusetts
$2.1M
3
ST
3
Spinnaker Trust
Maine
$1.38M
4
FP
4
Financial Perspectives
Minnesota
$24.4K
5
FTUS
5
Flow Traders U.S.
New York
$384K
Name Market Value Shares Shares
Change 		Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$4.01M 76,567 +10,714 +16%
LPL Financial
27
LPL Financial
California
$3.52M 67,150 +3,340 +5%
Bank of America
28
Bank of America
North Carolina
$3.49M 66,646 +4,236 +7%
HI
29
Harbour Investments
Wisconsin
$3.48M 66,405 +59,528 +866%
MAFM
30
Mid Atlantic Financial Management
Pennsylvania
$3.38M 64,502 +6,811 +12%
JPMorgan Chase & Co
31
JPMorgan Chase & Co
New York
$3.23M 61,640 -17 -0%
CFG
32
CMC Financial Group
Georgia
$2.82M 53,875 +53,875 New
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$2.74M 52,287 +5,812 +13%
Thrivent Financial for Lutherans
34
Thrivent Financial for Lutherans
Minnesota
– – – –
Goldman Sachs
35
Goldman Sachs
New York
$2.6M 49,676 +49,676 New
ECM
36
Exchange Capital Management
Michigan
$2.43M 46,475 -1,236 -3%
SSWM
37
Sheets Smith Wealth Management
North Carolina
$2.34M 44,604 +44,604 New
CCM
38
Cribstone Capital Management
Maine
$2.23M 42,640 -168 -0.4%
MWM
39
Maltin Wealth Management
New Jersey
$2.12M 40,401 +2,658 +7%
AI
40
Atria Investments
North Carolina
$2.1M 40,157 +5,065 +14%
BFA
41
Beaumont Financial Advisors
Massachusetts
$2.1M 40,032 -123,732 -76%
MA
42
Mutual Advisors
Nebraska
$2.03M 38,841 +27,864 +254%
RJA
43
Raymond James & Associates
Florida
$1.96M 37,334 +37,334 New
MML Investors Services
44
MML Investors Services
Massachusetts
$1.94M 37,098 +3,656 +11%
PFGIA
45
Patriot Financial Group Insurance Agency
Massachusetts
$1.9M 36,295 +35,896 +8,996%
BWM
46
Birchcreek Wealth Management
Ohio
$1.87M 35,626 +152 +0.4%
LNC
47
Lincoln National Corp
Pennsylvania
$1.83M 35,036 +6,416 +22%
AWM
48
AE Wealth Management
Kansas
$1.77M 33,803 +28,989 +602%
Jane Street
49
Jane Street
New York
$1.77M 33,700 +10,787 +47%
RSWM
50
Robertson Stephens Wealth Management
California
$1.7M 32,456 -187 -0.6%
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