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Fidelity MSCI Financials Index ETF
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Overview Fund Activity

196 hedge funds and large institutions have $632M invested in Fidelity MSCI Financials Index ETF in 2021 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 69 increasing their positions, 51 reducing their positions, and 17 closing their positions.

Holders
196
Holders Change
+12
Holders Change %
+6.52%
% of All Funds
3.03%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
35
Increased
69
Reduced
51
Closed
17
Calls
$1K
Puts
–
Net Calls
+$1K
Net Calls Change
-$580K

Top Buyers

1
CWM
1
Congress Wealth Management
Massachusetts
$23.2M
2
IA
2
IFP Advisors
Florida
$4.17M
3
FSC
3
Full Sail Capital
Oklahoma
$31.4M
4
NA
4
NewEdge Advisors
Louisiana
$3.12M
5
Bank of America
5
Bank of America
North Carolina
$6.89M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$108M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$21M
3
FIM
3
Freedom Investment Management
Connecticut
$7.5M
4
BCM
4
Brookstone Capital Management
Illinois
$26.2M
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$5.81M 103,858 +10,208 +11%
GGS
27
Galvin Gaustad & Stein
Arizona
$5.62M 100,479 +1,690 +2%
UWM
28
USAdvisors Wealth Management
Minnesota
$4.79M 85,711 -100 -0.1%
BIP
29
Bouvel Investment Partners
Pennsylvania
$4.59M 82,041 +1,459 +2%
SHIM
30
Stone House Investment Management
Pennsylvania
$4.42M 78,969 -33,064 -30%
IA
31
IFP Advisors
Florida
$4.17M 74,453 +74,060 +18,845%
ASN
32
Advisory Services Network
Georgia
$3.46M 61,853 +40,654 +192%
JPMorgan Chase & Co
33
JPMorgan Chase & Co
New York
$3.41M 61,040 -175 -0.3%
ACA
34
Atlas Capital Advisors
Wyoming
$3.4M 60,849 +18,178 +43%
NA
35
NewEdge Advisors
Louisiana
$3.12M 55,773 +55,773 New
PFGIA
36
Patriot Financial Group Insurance Agency
Massachusetts
$2.83M 50,577 +7,308 +17%
AAS
37
Ameritas Advisory Services
Nebraska
$2.73M 48,750 +48,750 New
Thrivent Financial for Lutherans
38
Thrivent Financial for Lutherans
Minnesota
– – – –
RJA
39
Raymond James & Associates
Florida
$2.64M 47,266 +5,304 +13%
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$2.59M 46,324 +13,390 +41%
SSWM
41
Sheets Smith Wealth Management
North Carolina
$2.46M 43,995 -705 -2%
ECM
42
Exchange Capital Management
Michigan
$2.44M 43,571 -1,384 -3%
PPW
43
Pinnacle Private Wealth
Massachusetts
$2.42M 43,226 +43,226 New
CCM
44
Cribstone Capital Management
Maine
$2.3M 41,048 -8 -0%
MWM
45
Maltin Wealth Management
New Jersey
$2.26M 40,387 +401 +1%
LNC
46
Lincoln National Corp
Pennsylvania
$2.25M 40,292 +14,603 +57%
BWM
47
Birchcreek Wealth Management
Ohio
$2.05M 36,658 -1,075 -3%
SSWM
48
Smith Salley Wealth Management
North Carolina
$2.05M 36,575 +3,112 +9%
Fidelity Investments
49
Fidelity Investments
Massachusetts
$2.05M 36,567 +6,286 +21%
KPWS
50
Kestra Private Wealth Services
Texas
$1.98M 35,313 +3,033 +9%
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