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Fidelity MSCI Financials Index ETF
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Overview Fund Activity

176 hedge funds and large institutions have $459M invested in Fidelity MSCI Financials Index ETF in 2023 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 47 increasing their positions, 70 reducing their positions, and 18 closing their positions.

Holders
176
Holders Change
+2
Holders Change %
+1.15%
% of All Funds
2.78%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
22
Increased
47
Reduced
70
Closed
18
Calls
$4.98M
Puts
–
Net Calls
+$4.98M
Net Calls Change
+$4.34M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$31.6M
2
Lido Advisors
2
Lido Advisors
California
$88.5M
3
QS
3
Quantitative Strategies
California
$5.89M
4
CW
4
Connectus Wealth
Ohio
$8.14M
5
AM
5
AGF Management
Ontario, Canada
$5.39M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$531K
2
EWA
2
EP Wealth Advisors
California
$1.97M
3
KAS
3
Kestra Advisory Services
Texas
$5.01M
4
CI
4
CX Institutional
Indiana
$604K
5
EFM
5
Eley Financial Management
Vermont
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$3.55M 75,465 +1,826 +2%
PFGIA
27
Patriot Financial Group Insurance Agency
Massachusetts
$3.28M 69,645 +1,451 +2%
MWM
28
Maltin Wealth Management
New Jersey
$2.35M 49,824 +1,860 +4%
Fidelity Investments
29
Fidelity Investments
Massachusetts
$2.04M 43,323 +4,625 +12%
YWM
30
Yoder Wealth Management
California
$1.98M 42,076 +6,638 +19%
EWA
31
EP Wealth Advisors
California
$1.97M 1,773 -10,660 -86%
LNC
32
Lincoln National Corp
Pennsylvania
$1.93M 41,006 -9,220 -18%
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$1.92M 40,696 -1,417 -3%
ECM
34
Exchange Capital Management
Michigan
$1.85M 39,409 -2,036 -5%
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$1.8M 38,268 -4,863 -11%
Mariner
36
Mariner
Kansas
$1.77M 37,588 -25,500 -40%
SSWM
37
Smith Salley Wealth Management
North Carolina
$1.65M 35,056 +1,190 +4%
KPWS
38
Kestra Private Wealth Services
Texas
$1.65M 34,951 +768 +2%
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$1.63M 34,642 -6,724 -16%
BWM
40
Birchcreek Wealth Management
Ohio
$1.51M 32,134 -1,248 -4%
Citadel Advisors
41
Citadel Advisors
Florida
$1.46M 31,098 -55,423 -64%
AAS
42
Ameritas Advisory Services
Nebraska
$1.34M 28,650 -4,742 -14%
PGWM
43
Pitti Group Wealth Management
New York
$1.33M 28,325 -1,550 -5%
RSWM
44
Robertson Stephens Wealth Management
California
$1.32M 28,056 -637 -2%
PA
45
PFG Advisors
Arizona
$1.27M 27,004 -67 -0.2%
LA
46
Lynch & Associates
Indiana
$1.25M 26,498 +80 +0.3%
USCWA
47
U.S. Capital Wealth Advisors
Texas
$1.23M 26,215 +26,215 New
AWS
48
Atria Wealth Solutions
New York
$1.18M 25,169 -9,857 -28%
BIP
49
Bouvel Investment Partners
Pennsylvania
$1.17M 24,904 -267 -1%
MA
50
Mutual Advisors
Nebraska
$1.1M 23,398 +1,736 +8%
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