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Fidelity MSCI Financials Index ETF

191 hedge funds and large institutions have $540M invested in Fidelity MSCI Financials Index ETF in 2023 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 54 increasing their positions, 60 reducing their positions, and 20 closing their positions.

Holders
191
Holders Change
+15
Holders Change %
+8.52%
% of All Funds
2.8%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
35
Increased
54
Reduced
60
Closed
20
Calls
$269K
Puts
Net Calls
+$269K
Net Calls Change
-$1.02M
Name Market Value Shares Shares
Change
Shares
Change %
BWM
51
Birchcreek Wealth Management
Ohio
$1.27M 23,708 -2,703 -10%
CI
52
CX Institutional
Indiana
$1.24M 23,165 +13,845 +149%
Mercer Global Advisors
53
Mercer Global Advisors
Colorado
$1.1M 20,506 +3,613 +21%
SCA
54
Snowden Capital Advisors
New York
$1.08M 20,238 +2,276 +13%
MFG
55
Merit Financial Group
Georgia
$1.06M 19,826 -1,395 -7%
Ameriprise
56
Ameriprise
Minnesota
$1.01M 18,544 -5,423 -23%
RPGK
57
Retirement Planning Group (Kansas)
Kansas
$861K 16,081 +16,081 New
TCM
58
Traynor Capital Management
Pennsylvania
$822K 15,349 -7,771 -34%
FA
59
Faithward Advisors
Pennsylvania
$817K 15,027 -4,790 -24%
GCM
60
G2 Capital Management
Ohio
$813K 15,187
ACA
61
Atlas Capital Advisors
Wyoming
$795K 14,842 +2,473 +20%
WWM
62
Western Wealth Management
Colorado
$741K 13,833 +4 +0%
USCWA
63
U.S. Capital Wealth Advisors
Texas
$726K 13,551 -19,646 -59%
CF
64
Centaurus Financial
California
$723K 13,496 +9 +0.1%
PCH
65
PGIM Custom Harvest
New Jersey
$717K 13,390
RRCM
66
Rappaport Reiches Capital Management
Illinois
$706K 13,190 +57 +0.4%
Pathstone Holdings
67
Pathstone Holdings
New Jersey
$669K 12,487 +12,487 New
GJIA
68
Glass Jacobson Investment Advisors
Maryland
$607K 11,334 +1,223 +12%
Cetera Investment Advisers
69
Cetera Investment Advisers
Illinois
$551K 10,294 -32,069 -76%
RJFSA
70
Raymond James Financial Services Advisors
Florida
$545K 10,169 -631 -6%
KeyBank National Association
71
KeyBank National Association
Ohio
$543K 10,147
PAG
72
Private Advisor Group
New Jersey
$528K 9,860 +403 +4%
CPA
73
Court Place Advisors
Maryland
$476K 8,887 -750 -8%
Citigroup
74
Citigroup
New York
$471K 8,801 +2,069 +31%
Susquehanna International Group
75
Susquehanna International Group
Pennsylvania
$461K 8,602 -90,710 -91%