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Fidelity MSCI Financials Index ETF
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Overview Fund Activity

195 hedge funds and large institutions have $568M invested in Fidelity MSCI Financials Index ETF in 2024 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 55 increasing their positions, 63 reducing their positions, and 23 closing their positions.

Holders
195
Holders Change
+4
Holders Change %
+2.09%
% of All Funds
2.83%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
27
Increased
55
Reduced
63
Closed
23
Calls
$316K
Puts
–
Net Calls
+$316K
Net Calls Change
+$47K

Top Buyers

1
QAM
1
Q3 Asset Management
Michigan
$16.1M
2
CW
2
Connectus Wealth
Ohio
$12.1M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$6.74M
4
AM
4
AGF Management
Ontario, Canada
$14.8M
5
Citadel Advisors
5
Citadel Advisors
Florida
$4.28M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$4.18M
2
Morgan Stanley
2
Morgan Stanley
New York
$14M
3
GGS
3
Galvin Gaustad & Stein
Arizona
$1.68M
4
AWM
4
AE Wealth Management
Kansas
$3.15M
5
Charles Schwab
5
Charles Schwab
California
$124M
Name Market Value Shares Shares
Change 		Shares
Change %
BFA
51
Beaumont Financial Advisors
Massachusetts
$1.25M 21,023 -4,417 -17%
Mercer Global Advisors
52
Mercer Global Advisors
Colorado
$1.19M 20,045 -461 -2%
MFG
53
Merit Financial Group
Georgia
$987K 17,263 -2,563 -13%
SPC
54
Sigma Planning Corp
Michigan
$962K 16,194 +7,914 +96%
RPGK
55
Retirement Planning Group (Kansas)
Kansas
$955K 16,081 – –
TCM
56
Traynor Capital Management
Pennsylvania
$945K 15,902 +553 +4%
Cetera Investment Advisers
57
Cetera Investment Advisers
Illinois
$943K 15,870 +5,576 +54%
ACA
58
Atlas Capital Advisors
Wyoming
$939K 15,811 +969 +7%
GCM
59
G2 Capital Management
Ohio
$902K 15,187 – –
FA
60
Faithward Advisors
Pennsylvania
$883K 14,870 -157 -1%
WWM
61
Western Wealth Management
Colorado
$822K 13,836 +3 +0%
Pathstone Holdings
62
Pathstone Holdings
New Jersey
$800K 13,475 +988 +8%
PCH
63
PGIM Custom Harvest
New Jersey
$795K 13,390 – –
UBS Group
64
UBS Group
Switzerland
$794K 13,368 +11,269 +537%
Renaissance Technologies
65
Renaissance Technologies
New York
$790K 13,300 +13,300 New
RRCM
66
Rappaport Reiches Capital Management
Illinois
$787K 13,249 +59 +0.4%
GJIA
67
Glass Jacobson Investment Advisors
Maryland
$707K 11,899 +565 +5%
SW
68
SVB Wealth
Massachusetts
$649K 10,927 +4,004 +58%
CF
69
Centaurus Financial
California
$614K 10,344 -3,152 -23%
RJFSA
70
Raymond James Financial Services Advisors
Florida
$603K 10,153 -16 -0.2%
KeyBank National Association
71
KeyBank National Association
Ohio
$568K 9,562 -585 -6%
PAG
72
Private Advisor Group
New Jersey
$566K 9,523 -337 -3%
CPA
73
Court Place Advisors
Maryland
$521K 8,767 -120 -1%
BCA
74
Bay Colony Advisors
Massachusetts
$482K 8,118 +100 +1%
HIC
75
Hartline Investment Corp
Illinois
$482K 8,118 +8,118 New
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