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Fidelity MSCI Financials Index ETF
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Overview Fund Activity

184 hedge funds and large institutions have $678M invested in Fidelity MSCI Financials Index ETF in 2021 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 64 increasing their positions, 56 reducing their positions, and 15 closing their positions.

Holders
184
Holders Change
+9
Holders Change %
+5.14%
% of All Funds
3.23%
Holding in Top 10
1
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-80%
% of All Funds
0.02%
New
26
Increased
64
Reduced
56
Closed
15
Calls
$581K
Puts
–
Net Calls
+$581K
Net Calls Change
+$412K

Top Buyers

1
BCM
1
Brookstone Capital Management
Illinois
$30.5M
2
Lido Advisors
2
Lido Advisors
California
$67.7M
3
BFA
3
Beaumont Financial Advisors
Massachusetts
$9.82M
4
EFL
4
ERn Financial LLC
Wisconsin
$4.83M
5
FSC
5
Full Sail Capital
Oklahoma
$27.3M

Top Sellers

1
EF
1
Empowered Funds
Pennsylvania
$0
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$36.6M
3
QAM
3
Q3 Asset Management
Michigan
$0
4
FIM
4
Freedom Investment Management
Connecticut
$22.1M
5
HI
5
Harbour Investments
Wisconsin
$325K
Name Market Value Shares Shares
Change 		Shares
Change %
EFL
26
ERn Financial LLC
Wisconsin
$4.83M 89,942 +89,942 New
UWM
27
USAdvisors Wealth Management
Minnesota
$4.61M 85,811 +56 +0.1%
Citadel Advisors
28
Citadel Advisors
Florida
$4.37M 81,373 +67,616 +492%
BIP
29
Bouvel Investment Partners
Pennsylvania
$4.33M 80,582 +1,203 +2%
AWM
30
AE Wealth Management
Kansas
$3.68M 68,487 +34,684 +103%
Bank of America
31
Bank of America
North Carolina
$3.66M 68,135 +1,489 +2%
JPMorgan Chase & Co
32
JPMorgan Chase & Co
New York
$3.29M 61,215 -425 -0.7%
MAFM
33
Mid Atlantic Financial Management
Pennsylvania
$3.12M 58,056 -6,446 -10%
ECM
34
Exchange Capital Management
Michigan
$2.41M 44,955 -1,520 -3%
SSWM
35
Sheets Smith Wealth Management
North Carolina
$2.4M 44,700 +96 +0.2%
PFGIA
36
Patriot Financial Group Insurance Agency
Massachusetts
$2.32M 43,269 +6,974 +19%
ACA
37
Atlas Capital Advisors
Wyoming
$2.29M 42,671 +22,145 +108%
RJA
38
Raymond James & Associates
Florida
$2.25M 41,962 +4,628 +12%
CCM
39
Cribstone Capital Management
Maine
$2.2M 41,056 -1,584 -4%
MWM
40
Maltin Wealth Management
New Jersey
$2.15M 39,986 -415 -1%
TRCT
41
Tower Research Capital (TRC)
New York
$2.12M 39,393 +38,018 +2,765%
BWM
42
Birchcreek Wealth Management
Ohio
$2.03M 37,733 +2,107 +6%
MML Investors Services
43
MML Investors Services
Massachusetts
$1.95M 36,381 -717 -2%
AI
44
Atria Investments
North Carolina
$1.83M 34,129 -6,028 -15%
SSWM
45
Smith Salley Wealth Management
North Carolina
$1.8M 33,463 +2,330 +7%
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
$1.77M 32,934 -19,353 -37%
RSWM
47
Robertson Stephens Wealth Management
California
$1.74M 32,456 – –
FTUS
48
Flow Traders U.S.
New York
$1.74M 32,318 +24,983 +341%
KPWS
49
Kestra Private Wealth Services
Texas
$1.73M 32,280 +3,099 +11%
AIC
50
Ameritas Investment Company
Nebraska
$1.67M 31,007 +2,264 +8%
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