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Fidelity MSCI Financials Index ETF
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Overview Fund Activity

128 hedge funds and large institutions have $336M invested in Fidelity MSCI Financials Index ETF in 2018 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 38 increasing their positions, 50 reducing their positions, and 41 closing their positions.

Holders
128
Holders Change
-22
Holders Change %
-14.67%
% of All Funds
2.86%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
24
Increased
38
Reduced
50
Closed
41
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Stifel Financial
1
Stifel Financial
Missouri
$6.16M
2
UBS Group
2
UBS Group
Switzerland
$6.78M
3
Wells Fargo
3
Wells Fargo
California
$16M
4
CW
4
Cobiz Wealth
Colorado
$4.34M
5
Bank of America
5
Bank of America
North Carolina
$12.8M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$53.4M
2
BFA
2
Beaumont Financial Advisors
Massachusetts
$0
3
CFIA
3
Cantor Fitzgerald Investment Advisors
New York
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$10.9M
5
TPWA
5
TRUE Private Wealth Advisors
Oregon
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CPA
51
Court Place Advisors
Maryland
$723K +$276 +8 +0%
WWM
52
Willingdon Wealth Management
North Carolina
$700K +$54.4K +1,575 +8%
SSWM
53
Smith Salley Wealth Management
North Carolina
$673K -$68.4K -1,980 -9%
Barclays
54
Barclays
United Kingdom
$667K – – –
FA
55
FMA Advisory
Pennsylvania
$657K +$10.3K +298 +2%
PP
56
Professional Planning
California
$648K +$219K +6,064 +51%
DLCIG
57
D.L. Carlson Investment Group
New Hampshire
$628K -$25.4K -734 -4%
SS
58
Sunbelt Securities
Texas
$627K +$123K +3,562 +24%
SG Americas Securities
59
SG Americas Securities
New York
$598K +$225K +6,511 +60%
GRP
60
Global Retirement Partners
California
$596K -$30.5K -884 -5%
LA
61
Lynch & Associates
Indiana
$578K -$18.8K -544 -3%
1WA
62
180 Wealth Advisors
Washington
$562K -$12.1K -300 -2%
APA
63
American Portfolios Advisors
New York
$552K -$266K -7,688 -32%
VNA
64
Valley National Advisers
Pennsylvania
$532K +$532K +15,392 New
LNC
65
Lincoln National Corp
Pennsylvania
$524K -$14K -407 -3%
AWA
66
ARS Wealth Advisors
Florida
$497K -$75.7K -2,189 -13%
CS
67
Credit Suisse
Switzerland
$470K +$470K +13,611 New
BCA
68
Bay Colony Advisors
Massachusetts
$453K -$17.1K -495 -4%
CA
69
Cetera Advisors
Colorado
$418K -$99.3K -2,894 -19%
Koshinski Asset Management
70
Koshinski Asset Management
Illinois
$407K -$16.7K -475 -4%
TSS
71
Two Sigma Securities
New York
$398K +$398K +11,515 New
RSWM
72
Robertson Stephens Wealth Management
California
$392K +$392K +11,350 New
SCA
73
Snowden Capital Advisors
New York
$382K +$34.5K +999 +10%
AIM
74
Axiom Investment Management
New York
$363K +$363K +10,500 New
CFS
75
CRA Financial Services
New Jersey
$354K +$354K +10,252 New
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