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Fidelity MSCI Financials Index ETF
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Overview Fund Activity

128 hedge funds and large institutions have $336M invested in Fidelity MSCI Financials Index ETF in 2018 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 38 increasing their positions, 50 reducing their positions, and 41 closing their positions.

Holders
128
Holders Change
-22
Holders Change %
-14.67%
% of All Funds
2.86%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
24
Increased
38
Reduced
50
Closed
41
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Stifel Financial
1
Stifel Financial
Missouri
$6.16M
2
UBS Group
2
UBS Group
Switzerland
$6.78M
3
Wells Fargo
3
Wells Fargo
California
$16M
4
CW
4
Cobiz Wealth
Colorado
$4.34M
5
Bank of America
5
Bank of America
North Carolina
$12.8M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$53.4M
2
BFA
2
Beaumont Financial Advisors
Massachusetts
$0
3
CFIA
3
Cantor Fitzgerald Investment Advisors
New York
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$10.9M
5
TPWA
5
TRUE Private Wealth Advisors
Oregon
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FAM
76
Flaharty Asset Management
Florida
$342K -$60.2K -1,742 -15%
WPP
77
Whalerock Point Partners
Rhode Island
$339K -$39.5K -1,144 -10%
DBRC
78
D.B. Root & Company
Pennsylvania
$319K +$65.3K +1,886 +26%
AW
79
ACG Wealth
Georgia
$319K +$71.2K +2,059 +29%
CRC
80
Curi RMB Capital
Illinois
$304K -$82.9K -2,400 -21%
DOA
81
D'Orazio & Associates
Virginia
$304K – – –
MA
82
Mutual Advisors
Nebraska
$283K +$39.2K +1,134 +16%
APP
83
Avantax Planning Partners
Iowa
$280K +$280K +8,101 New
SFS
84
Sowell Financial Services
Arkansas
$279K +$279K +8,081 New
WBC
85
West Branch Capital
Massachusetts
$260K -$40.5K -1,170 -13%
EIA
86
Eldridge Investment Advisors
New Hampshire
$253K -$13.8K -399 -5%
CFD
87
Creative Financial Designs
Indiana
$226K +$1.04K +30 +0.5%
PJSIMP
88
P.J. Schmidt Investment Management (PJS)
Wisconsin
$218K -$14K -404 -6%
Creative Planning
89
Creative Planning
Kansas
$216K -$64.3K -1,859 -23%
FHA
90
Flagship Harbor Advisors
Massachusetts
$214K +$114K +3,293 +113%
PAA
91
Peregrine Asset Advisers
Oregon
$202K +$202K +5,841 New
BCP
92
Blue Chip Partners
Michigan
$194K +$194K +5,617 New
IA
93
IFP Advisors
Florida
$165K -$262K -7,645 -61%
GWM
94
Geneos Wealth Management
Colorado
$162K +$14.2K +416 +10%
VFA
95
Valeo Financial Advisors
Indiana
$134K – – –
CH
96
Canton Hathaway
Rhode Island
$130K +$7.18K +207 +6%
Citigroup
97
Citigroup
New York
$117K – – –
CA
98
Claro Advisors
Massachusetts
$113K +$113K +2,811 New
RWA
99
River Wealth Advisors
Pennsylvania
$80K +$4.04K +117 +5%
GEA
100
Glen Eagle Advisors
New Jersey
$77.3K – – –
2 3
4
5 6