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Fidelity MSCI Financials Index ETF
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Overview Fund Activity

142 hedge funds and large institutions have $245M invested in Fidelity MSCI Financials Index ETF in 2020 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 34 increasing their positions, 53 reducing their positions, and 14 closing their positions.

Holders
142
Holders Change
+12
Holders Change %
+9.23%
% of All Funds
2.52%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
26
Increased
34
Reduced
53
Closed
14
Calls
$1K
Puts
–
Net Calls
+$1K
Net Calls Change
+$1K

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$7.66M
2
Lido Advisors
2
Lido Advisors
California
$36M
3
GGS
3
Galvin Gaustad & Stein
Arizona
$3.74M
4
NAM
4
NorthCoast Asset Management
Connecticut
$5.48M
5
FIM
5
Freedom Investment Management
Connecticut
$4.78M

Top Sellers

1
VC
1
Vicus Capital
Pennsylvania
$1.9M
2
BFA
2
Beaumont Financial Advisors
Massachusetts
$8.41M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$20.1M
4
Wells Fargo
4
Wells Fargo
California
$5.2M
5
Bank of America
5
Bank of America
North Carolina
$2.21M
Name Market Value Shares Shares
Change 		Shares
Change %
TCM
51
Traynor Capital Management
Pennsylvania
$753K 17,841 -2,922 -14%
CPA
52
Court Place Advisors
Maryland
$688K 16,290 -794 -5%
FA
53
FMA Advisory
Pennsylvania
$674K 15,968 -1,588 -9%
ACA
54
Atlas Capital Advisors
Wyoming
$673K 15,942 -1,488 -9%
PCH
55
PGIM Custom Harvest
New Jersey
$588K 13,929 +13,929 New
PPA
56
Parametric Portfolio Associates
Washington
$583K 13,803 +6,843 +98%
KPW
57
Kore Private Wealth
New York
$550K 13,022 – –
Janney Montgomery Scott
58
Janney Montgomery Scott
Pennsylvania
$524K 12,416 -98 -0.8%
MML Investors Services
59
MML Investors Services
Massachusetts
$484K 11,469 +173 +2%
CRWM
60
Castle Rock Wealth Management
California
$476K 10,904 +10,904 New
MAFM
61
Mid Atlantic Financial Management
Pennsylvania
$473K 11,208 +664 +6%
Deutsche Bank
62
Deutsche Bank
Germany
$465K 11,006 -1,765 -14%
EWM
63
EPG Wealth Management
Georgia
$457K 10,834 -66 -0.6%
MA
64
Mutual Advisors
Nebraska
$449K 10,629 +10,629 New
Koshinski Asset Management
65
Koshinski Asset Management
Illinois
$448K 10,614 -10 -0.1%
AW
66
ACG Wealth
Georgia
$447K 10,585 -356 -3%
Rockefeller Capital Management
67
Rockefeller Capital Management
New York
$443K 10,500 – –
BCA
68
Bay Colony Advisors
Massachusetts
$429K 10,160 +435 +4%
MP
69
McDonald Partners
Ohio
$401K 9,500 +9,500 New
ASN
70
Advisory Services Network
Georgia
$392K 9,282 +1,793 +24%
RCA
71
Reitz Capital Advisors
Michigan
$389K 9,225 -350 -4%
SS
72
Sunbelt Securities
Texas
$386K 9,153 -773 -8%
RJFSA
73
Raymond James Financial Services Advisors
Florida
$383K 9,063 -2,313 -20%
DOA
74
D'Orazio & Associates
Virginia
$372K 8,800 – –
PA
75
PFG Advisors
Arizona
$366K 8,662 +8,662 New
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3
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