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Fidelity MSCI Financials Index ETF
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Overview Fund Activity

183 hedge funds and large institutions have $464M invested in Fidelity MSCI Financials Index ETF in 2022 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 53 increasing their positions, 63 reducing their positions, and 26 closing their positions.

Holders
183
Holders Change
-11
Holders Change %
-5.67%
% of All Funds
3.09%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
17
Increased
53
Reduced
63
Closed
26
Calls
$835K
Puts
–
Net Calls
+$835K
Net Calls Change
+$455K

Top Buyers

1
BCM
1
Brookstone Capital Management
Illinois
$7.14M
2
Charles Schwab
2
Charles Schwab
California
$91.9M
3
TRCT
3
Tower Research Capital (TRC)
New York
$3.66M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$7.85M
5
LPL Financial
5
LPL Financial
California
$11.7M

Top Sellers

1
CW
1
Connectus Wealth
Ohio
$1.98M
2
DWP
2
Destiny Wealth Partners
Florida
$9K
3
VC
3
Vicus Capital
Pennsylvania
$3.52M
4
KAS
4
Kestra Advisory Services
Texas
$5.39M
5
BCM
5
Beaumont Capital Management
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Susquehanna International Group
51
Susquehanna International Group
Pennsylvania
$1.44M 32,317 -31,159 -49%
RSWM
52
Robertson Stephens Wealth Management
California
$1.44M 32,157 – –
SPC
53
Sigma Planning Corp
Michigan
$1.39M 31,210 -2,738 -8%
CAN
54
Cetera Advisor Networks
California
$1.37M 30,676 +165 +0.5%
PGWM
55
Pitti Group Wealth Management
New York
$1.34M 29,946 -7 -0%
FIM
56
Freedom Investment Management
Connecticut
$1.32M 29,547 -4,969 -14%
BCA
57
Bray Capital Advisors
Florida
$1.31M 29,305 – –
WWM
58
Western Wealth Management
Colorado
$1.23M 27,609 -373 -1%
NA
59
NewEdge Advisors
Louisiana
$1.18M 26,391 -17,695 -40%
EWM
60
EPG Wealth Management
Georgia
$1.17M 26,209 +1,608 +7%
LA
61
Lynch & Associates
Indiana
$1.09M 24,406 +210 +0.9%
FA
62
Faithward Advisors
Pennsylvania
$1.04M 23,402 +523 +2%
RBFC
63
Roman Butler Fullerton & Co
Missouri
$971K 21,568 -1,920 -8%
Citadel Advisors
64
Citadel Advisors
Florida
$911K 20,414 -29,756 -59%
CM
65
Cornerstone Management
Georgia
$883K 19,791 -1,415 -7%
LA
66
Lifeworks Advisors
Michigan
$883K 19,775 +3,733 +23%
SW
67
SVB Wealth
Massachusetts
$881K 19,748 -1,480 -7%
MML Investors Services
68
MML Investors Services
Massachusetts
$858K 19,222 -7,781 -29%
Truist Financial
69
Truist Financial
North Carolina
$819K 18,361 +31 +0.2%
LG
70
Leuthold Group
Minnesota
$738K 16,534 +4,551 +38%
MFG
71
Merit Financial Group
Georgia
$730K 16,351 +116 +0.7%
KWM
72
KerberRose Wealth Management
Wisconsin
$726K 16,273 +16,273 New
GCM
73
G2 Capital Management
Ohio
$678K 15,187 – –
TCM
74
Traynor Capital Management
Pennsylvania
$677K 15,178 -673 -4%
CPA
75
Court Place Advisors
Maryland
$676K 15,137 – –
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3
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