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Fidelity MSCI Financials Index ETF
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Overview Fund Activity

191 hedge funds and large institutions have $540M invested in Fidelity MSCI Financials Index ETF in 2023 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 54 increasing their positions, 60 reducing their positions, and 20 closing their positions.

Holders
191
Holders Change
+15
Holders Change %
+8.52%
% of All Funds
2.8%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
35
Increased
54
Reduced
60
Closed
20
Calls
$269K
Puts
–
Net Calls
+$269K
Net Calls Change
-$1.02M

Top Buyers

1
Lido Advisors
1
Lido Advisors
California
$119M
2
Morgan Stanley
2
Morgan Stanley
New York
$23.1M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$9.53M
4
QAM
4
Q3 Asset Management
Michigan
$4.11M
5
GGS
5
Galvin Gaustad & Stein
Arizona
$9.54M

Top Sellers

1
FSC
1
Full Sail Capital
Oklahoma
$15.9M
2
Bank of America
2
Bank of America
North Carolina
$25.9M
3
CW
3
Connectus Wealth
Ohio
$2.56M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$461K
5
UWM
5
USAdvisors Wealth Management
Minnesota
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$2.72M 50,802 -63,753 -56%
MWM
27
Maltin Wealth Management
New Jersey
$2.72M 50,792 -2,035 -4%
YWM
28
Yoder Wealth Management
California
$2.68M 49,991 +4,187 +9%
BCI
29
Brinker Capital Investments
Pennsylvania
$2.61M 48,432 +43,127 +813%
OPS
30
Orion Portfolio Solutions
Nebraska
$2.61M 48,432 +43,127 +813%
CW
31
Connectus Wealth
Ohio
$2.56M 47,824 -127,414 -73%
Fidelity Investments
32
Fidelity Investments
Massachusetts
$2.54M 47,363 +9,430 +25%
Mariner
33
Mariner
Kansas
$2.53M 47,183 +4,907 +12%
RCYC
34
Richard C. Young & Co
Rhode Island
$2.39M 44,638 +44,638 New
LNC
35
Lincoln National Corp
Pennsylvania
$2.36M 44,042 -12,043 -21%
EWA
36
EP Wealth Advisors
California
$2.23M 41,622 -180 -0.4%
Goldman Sachs
37
Goldman Sachs
New York
$2.21M 41,258 +41,258 New
ECM
38
Exchange Capital Management
Michigan
$2.07M 38,671 -638 -2%
SSWM
39
Smith Salley Wealth Management
North Carolina
$1.87M 34,849 -126 -0.4%
KPWS
40
Kestra Private Wealth Services
Texas
$1.82M 33,955 -1,251 -4%
PWMG
41
Pinnacle Wealth Management Group
Michigan
$1.79M 33,392 +876 +3%
LA
42
Lynch & Associates
Indiana
$1.61M 30,047 +2,312 +8%
Northwestern Mutual Wealth Management
43
Northwestern Mutual Wealth Management
Wisconsin
$1.57M 29,266 -7,812 -21%
RSWM
44
Robertson Stephens Wealth Management
California
$1.5M 28,034 -22 -0.1%
PA
45
PFG Advisors
Arizona
$1.46M 27,194 -438 -2%
AWS
46
Atria Wealth Solutions
New York
$1.44M 26,858 +6,504 +32%
AAS
47
Ameritas Advisory Services
Nebraska
$1.43M 26,008 -2,482 -9%
BFA
48
Beaumont Financial Advisors
Massachusetts
$1.36M 25,440 +25,440 New
BIP
49
Bouvel Investment Partners
Pennsylvania
$1.31M 24,402 -50 -0.2%
MA
50
Mutual Advisors
Nebraska
$1.28M 23,934 +342 +1%
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