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Fidelity MSCI Financials Index ETF

126 hedge funds and large institutions have $366M invested in Fidelity MSCI Financials Index ETF in 2019 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 37 increasing their positions, 47 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
126
Holders Change
-2
Holders Change %
-1.56%
% of All Funds
2.73%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
20
Increased
37
Reduced
47
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
DBRC
76
D.B. Root & Company
Pennsylvania
$346K
CS
77
Credit Suisse
Switzerland
$342K -$169K -4,497 -33%
1WA
78
180 Wealth Advisors
Washington
$334K -$222K -5,567 -40%
DOA
79
D'Orazio & Associates
Virginia
$330K
SFS
80
Sowell Financial Services
Arkansas
$314K +$10.6K +282 +3%
APP
81
Avantax Planning Partners
Iowa
$304K
GRP
82
Global Retirement Partners
California
$275K -$371K -9,910 -57%
EIA
83
Eldridge Investment Advisors
New Hampshire
$268K -$6.52K -174 -2%
WBC
84
West Branch Capital
Massachusetts
$265K -$16.7K -445 -6%
CFD
85
Creative Financial Designs
Indiana
$260K +$15.4K +410 +6%
WWM
86
Western Wealth Management
Colorado
$247K +$247K +6,585 New
Creative Planning
87
Creative Planning
Kansas
$241K +$7.23K +193 +3%
PJSIMP
88
P.J. Schmidt Investment Management (PJS)
Wisconsin
$229K -$8.05K -214 -3%
HPC
89
Hobart Private Capital
North Carolina
$228K +$228K +6,066 New
SF
90
Synovus Financial
Georgia
$206K +$206K +5,497 New
GWM
91
Geneos Wealth Management
Colorado
$200K +$22.3K +594 +13%
IAA
92
Independent Advisor Alliance
North Carolina
$200K +$200K +5,337 New
CA
93
Cetera Advisors
Colorado
$175K -$287K -7,568 -62%
RCAG
94
Rehmann Capital Advisory Group
Michigan
$166K +$166K +4,420 New
FHA
95
Flagship Harbor Advisors
Massachusetts
$150K -$82.4K -2,199 -35%
VFA
96
Valeo Financial Advisors
Indiana
$146K
Citigroup
97
Citigroup
New York
$127K
AA
98
Advisory Alpha
Michigan
$106K +$106K +2,654 New
RFWA
99
RPg Family Wealth Advisory
Massachusetts
$75.5K
GEA
100
Glen Eagle Advisors
New Jersey
$72.7K -$11.3K -300 -13%