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Fidelity MSCI Financials Index ETF
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Overview Fund Activity

186 hedge funds and large institutions have $548M invested in Fidelity MSCI Financials Index ETF in 2024 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 67 increasing their positions, 55 reducing their positions, and 22 closing their positions.

Holders
186
Holders Change
-9
Holders Change %
-4.62%
% of All Funds
2.71%
Holding in Top 10
–
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-100%
% of All Funds
–
New
18
Increased
67
Reduced
55
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Kovitz Investment Group Partners
1
Kovitz Investment Group Partners
Illinois
$11.3M
2
ACA
2
Aptus Capital Advisors
Alabama
$8.94M
3
Lido Advisors
3
Lido Advisors
California
$137M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$5.15M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$5.69M

Top Sellers

1
QAM
1
Q3 Asset Management
Michigan
$0
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$5.66M
3
Charles Schwab
3
Charles Schwab
California
$118M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$7.06M
5
LNC
5
Lincoln National Corp
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$3.31M 57,166 -665 -1%
Fidelity Investments
27
Fidelity Investments
Massachusetts
$3.28M 56,564 +5,044 +10%
MWM
28
Maltin Wealth Management
New Jersey
$3.13M 53,984 +1,283 +2%
VWM
29
VCI Wealth Management
Missouri
$3.03M 52,379 -2,580 -5%
Mariner
30
Mariner
Kansas
$2.79M 48,139 -99 -0.2%
YWM
31
Yoder Wealth Management
California
$2.78M 47,925 -1,855 -4%
SSWM
32
Smith Salley Wealth Management
North Carolina
$2.35M 40,546 -69 -0.2%
EWA
33
EP Wealth Advisors
California
$2.08M 35,929 -888 -2%
ECM
34
Exchange Capital Management
Michigan
$2.07M 35,699 -1,001 -3%
KPWS
35
Kestra Private Wealth Services
Texas
$1.98M 34,098 -307 -0.9%
LA
36
Lynch & Associates
Indiana
$1.93M 33,312 +623 +2%
OPS
37
Orion Portfolio Solutions
Nebraska
$1.92M 33,202 +118 +0.4%
BCI
38
Brinker Capital Investments
Pennsylvania
$1.92M 33,202 +118 +0.4%
Goldman Sachs
39
Goldman Sachs
New York
$1.92M 33,088 -5,283 -14%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$1.85M 31,918 +6,200 +24%
PFGIA
41
Patriot Financial Group Insurance Agency
Massachusetts
$1.74M 30,095 +848 +3%
SCA
42
Snowden Capital Advisors
New York
$1.71M 29,451 +623 +2%
AAS
43
Ameritas Advisory Services
Nebraska
$1.65M 28,515 -1,098 -4%
Ameriprise
44
Ameriprise
Minnesota
$1.63M 28,079 -2,121 -7%
PA
45
PFG Advisors
Arizona
$1.62M 27,950 +223 +0.8%
RSWM
46
Robertson Stephens Wealth Management
California
$1.43M 24,640 -3,294 -12%
CI
47
CX Institutional
Indiana
$1.38M 23,838 +436 +2%
BFA
48
Beaumont Financial Advisors
Massachusetts
$1.22M 21,036 +13 +0.1%
BWM
49
Birchcreek Wealth Management
Ohio
$1.13M 19,450 -1,812 -9%
AWS
50
Atria Wealth Solutions
New York
$1.11M 19,192 -7,917 -29%
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