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Fidelity MSCI Financials Index ETF
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Overview Fund Activity

195 hedge funds and large institutions have $568M invested in Fidelity MSCI Financials Index ETF in 2024 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 55 increasing their positions, 63 reducing their positions, and 23 closing their positions.

Holders
195
Holders Change
+4
Holders Change %
+2.09%
% of All Funds
2.83%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
27
Increased
55
Reduced
63
Closed
23
Calls
$316K
Puts
–
Net Calls
+$316K
Net Calls Change
+$47K

Top Buyers

1
QAM
1
Q3 Asset Management
Michigan
$16.1M
2
CW
2
Connectus Wealth
Ohio
$12.1M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$6.74M
4
AM
4
AGF Management
Ontario, Canada
$14.8M
5
Citadel Advisors
5
Citadel Advisors
Florida
$4.28M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$4.18M
2
Morgan Stanley
2
Morgan Stanley
New York
$14M
3
GGS
3
Galvin Gaustad & Stein
Arizona
$1.68M
4
AWM
4
AE Wealth Management
Kansas
$3.15M
5
Charles Schwab
5
Charles Schwab
California
$124M
Name Market Value Shares Shares
Change 		Shares
Change %
MWM
26
Maltin Wealth Management
New Jersey
$3.13M 52,701 +1,909 +4%
Fidelity Investments
27
Fidelity Investments
Massachusetts
$3.06M 51,520 +4,157 +9%
YWM
28
Yoder Wealth Management
California
$2.96M 49,780 -211 -0.4%
Mariner
29
Mariner
Kansas
$2.87M 48,238 +1,055 +2%
LNC
30
Lincoln National Corp
Pennsylvania
$2.73M 45,958 +1,916 +4%
SSWM
31
Smith Salley Wealth Management
North Carolina
$2.41M 40,615 +5,766 +17%
Goldman Sachs
32
Goldman Sachs
New York
$2.28M 38,371 -2,887 -7%
EWA
33
EP Wealth Advisors
California
$2.19M 36,817 -4,805 -12%
ECM
34
Exchange Capital Management
Michigan
$2.18M 36,700 -1,971 -5%
KPWS
35
Kestra Private Wealth Services
Texas
$2.04M 34,405 +450 +1%
BCI
36
Brinker Capital Investments
Pennsylvania
$1.97M 33,084 -15,348 -32%
OPS
37
Orion Portfolio Solutions
Nebraska
$1.97M 33,084 -15,348 -32%
LA
38
Lynch & Associates
Indiana
$1.94M 32,689 +2,642 +9%
Ameriprise
39
Ameriprise
Minnesota
$1.8M 30,200 +11,656 +63%
PFGIA
40
Patriot Financial Group Insurance Agency
Massachusetts
$1.74M 29,247 -39,119 -57%
SCA
41
Snowden Capital Advisors
New York
$1.71M 28,828 +8,590 +42%
AAS
42
Ameritas Advisory Services
Nebraska
$1.7M 29,613 +3,605 +14%
GGS
43
Galvin Gaustad & Stein
Arizona
$1.68M 28,276 -149,900 -84%
RSWM
44
Robertson Stephens Wealth Management
California
$1.66M 27,934 -100 -0.4%
PA
45
PFG Advisors
Arizona
$1.65M 27,727 +533 +2%
AWS
46
Atria Wealth Solutions
New York
$1.61M 27,109 +251 +0.9%
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$1.59M 26,811 -2,455 -8%
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$1.53M 25,718 -25,084 -49%
CI
49
CX Institutional
Indiana
$1.39M 23,402 +237 +1%
BWM
50
Birchcreek Wealth Management
Ohio
$1.26M 21,262 -2,446 -10%
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