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Fidelity MSCI Financials Index ETF
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Overview Fund Activity

199 hedge funds and large institutions have $627M invested in Fidelity MSCI Financials Index ETF in 2024 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 61 increasing their positions, 59 reducing their positions, and 14 closing their positions.

Holders
199
Holders Change
+13
Holders Change %
+6.99%
% of All Funds
2.88%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
28
Increased
61
Reduced
59
Closed
14
Calls
$32K
Puts
$204K
Net Calls
-$172K
Net Calls Change
-$172K

Top Buyers

1
VC
1
Vicus Capital
Pennsylvania
$17.4M
2
QAM
2
Q3 Asset Management
Michigan
$14.1M
3
AM
3
AGF Management
Ontario, Canada
$30.9M
4
PCS
4
Personal CFO Solutions
New Jersey
$5.23M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$8.55M

Top Sellers

1
ACA
1
Aptus Capital Advisors
Alabama
$27.8K
2
Lido Advisors
2
Lido Advisors
California
$145M
3
Citadel Advisors
3
Citadel Advisors
Florida
$303K
4
Charles Schwab
4
Charles Schwab
California
$128M
5
LPL Financial
5
LPL Financial
California
$6.64M
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
26
Fidelity Investments
Massachusetts
$3.83M 60,002 +3,438 +6%
KAS
27
Kestra Advisory Services
Texas
$3.68M 57,696 -10,815 -16%
MWM
28
Maltin Wealth Management
New Jersey
$3.52M 55,093 +1,109 +2%
Mariner
29
Mariner
Kansas
$3.3M 51,648 +3,509 +7%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$3.3M 51,625 -5,541 -10%
YWM
31
Yoder Wealth Management
California
$3.29M 51,578 +3,653 +8%
SSWM
32
Smith Salley Wealth Management
North Carolina
$3.11M 48,771 +8,225 +20%
ECM
33
Exchange Capital Management
Michigan
$2.24M 35,076 -623 -2%
KPWS
34
Kestra Private Wealth Services
Texas
$2.21M 34,644 +546 +2%
LA
35
Lynch & Associates
Indiana
$2.21M 34,601 +1,289 +4%
EWA
36
EP Wealth Advisors
California
$2.15M 33,603 -2,326 -6%
BCI
37
Brinker Capital Investments
Pennsylvania
$1.98M 30,964 -2,238 -7%
OPS
38
Orion Portfolio Solutions
Nebraska
$1.98M 30,964 -2,238 -7%
PFGIA
39
Patriot Financial Group Insurance Agency
Massachusetts
$1.97M 30,801 +706 +2%
SCA
40
Snowden Capital Advisors
New York
$1.9M 29,818 +367 +1%
AAS
41
Ameritas Advisory Services
Nebraska
$1.9M 29,709 +1,194 +4%
Ameriprise
42
Ameriprise
Minnesota
$1.76M 27,615 -464 -2%
RSWM
43
Robertson Stephens Wealth Management
California
$1.57M 24,640 – –
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$1.53M 23,967 -7,951 -25%
UBS Group
45
UBS Group
Switzerland
$1.53M 23,965 +18,535 +341%
BFA
46
Beaumont Financial Advisors
Massachusetts
$1.41M 22,050 +1,014 +5%
VWM
47
VCI Wealth Management
Missouri
$1.39M 21,728 -30,651 -59%
AWS
48
Atria Wealth Solutions
New York
$1.35M 21,156 +1,964 +10%
Mercer Global Advisors
49
Mercer Global Advisors
Colorado
$1.25M 19,751 +3,829 +24%
BWM
50
Birchcreek Wealth Management
Ohio
$1.2M 18,781 -669 -3%
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