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Fidelity MSCI Financials Index ETF
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Overview Fund Activity

133 hedge funds and large institutions have $169M invested in Fidelity MSCI Financials Index ETF in 2020 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 34 increasing their positions, 47 reducing their positions, and 30 closing their positions.

Holders
133
Holders Change
-14
Holders Change %
-9.52%
% of All Funds
2.94%
Holding in Top 10
–
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
–
New
20
Increased
34
Reduced
47
Closed
30
Calls
–
Puts
$2K
Net Calls
-$2K
Net Calls Change
-$2K

Top Buyers

1
FI
1
FormulaFolio Investments
Michigan
$14.5M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$4.63M
3
TRCT
3
Tower Research Capital (TRC)
New York
$2.81M
4
BFPW
4
BOK Financial Private Wealth
Colorado
$2.68M
5
Jane Street
5
Jane Street
New York
$2.22M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$3.22M
2
BFA
2
Beaumont Financial Advisors
Massachusetts
$0
3
FAAS
3
First Allied Advisory Services
California
$0
4
HighTower Advisors
4
HighTower Advisors
Illinois
$1.63M
5
SCP
5
Silverleafe Capital Partners
Tennessee
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RJA
51
Raymond James & Associates
Florida
$427K +$7.49K +255 +2%
AIC
52
Ameritas Investment Company
Nebraska
$394K -$32.7K -1,117 -8%
KPW
53
Kore Private Wealth
New York
$378K +$378K +12,858 New
BCA
54
Bay Colony Advisors
Massachusetts
$373K -$8.82K -300 -2%
FWM
55
Foresight Wealth Management
Utah
$359K – – –
COF
56
Capital One Financial
Virginia
$337K +$337K +11,485 New
AW
57
ACG Wealth
Georgia
$320K -$1.8K -61 -0.6%
Koshinski Asset Management
58
Koshinski Asset Management
Illinois
$316K +$705 +24 +0.2%
EWM
59
EPG Wealth Management
Georgia
$313K +$31.6K +1,078 +11%
Rockefeller Capital Management
60
Rockefeller Capital Management
New York
$308K – – –
DBRC
61
D.B. Root & Company
Pennsylvania
$291K +$36.7K +1,249 +14%
SS
62
Sunbelt Securities
Texas
$283K +$56.5K +1,923 +25%
KTC
63
Kistler-Tiffany Companies
Pennsylvania
$276K – – –
DLCIG
64
D.L. Carlson Investment Group
New Hampshire
$260K -$236K -8,046 -48%
DOA
65
D'Orazio & Associates
Virginia
$259K – – –
Creative Planning
66
Creative Planning
Kansas
$246K -$90.4K -3,083 -27%
CICI
67
Capital Investment Counsel Inc
North Carolina
$237K +$237K +8,083 New
PG
68
Prostatis Group
Maryland
$237K +$237K +8,060 New
VNA
69
Valley National Advisers
Pennsylvania
$231K -$74.2K -2,528 -24%
PD
70
Planning Directions
Pennsylvania
$227K +$227K +7,721 New
CAN
71
Cetera Advisor Networks
California
$215K -$316K -10,752 -60%
NAM
72
NorthCoast Asset Management
Connecticut
$210K +$210K +7,149 New
APP
73
Avantax Planning Partners
Iowa
$206K – – –
CFD
74
Creative Financial Designs
Indiana
$197K +$197K +6,710 +67,100%
SFS
75
Sowell Financial Services
Arkansas
$195K +$22.9K +778 +13%
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