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Fidelity MSCI Financials Index ETF

147 hedge funds and large institutions have $342M invested in Fidelity MSCI Financials Index ETF in 2019 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 41 increasing their positions, 50 reducing their positions, and 10 closing their positions.

Holders
147
Holders Change
+21
Holders Change %
+16.67%
% of All Funds
2.9%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
34
Increased
41
Reduced
50
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
EWM
76
EPG Wealth Management
Georgia
$426K 9,591 +9,591 New
WPP
77
Whalerock Point Partners
Rhode Island
$403K 9,082 -289 -3%
DOA
78
D'Orazio & Associates
Virginia
$391K 8,800
DBRC
79
D.B. Root & Company
Pennsylvania
$384K 8,665 -554 -6%
PAG
80
Private Advisor Group
New Jersey
$353K 7,949 +7,949 New
SS
81
Sunbelt Securities
Texas
$343K 7,711 -61 -0.8%
APP
82
Avantax Planning Partners
Iowa
$312K 7,013
AWA
83
ARS Wealth Advisors
Florida
$293K 6,594 -168 -2%
WWM
84
Western Wealth Management
Colorado
$289K 6,516 -16 -0.2%
KTC
85
Kistler-Tiffany Companies
Pennsylvania
$276K 6,208 +1 +0%
SSWG
86
Seven Springs Wealth Group
Tennessee
$268K 6,040 +6,040 New
SFS
87
Sowell Financial Services
Arkansas
$260K 5,860 -873 -13%
PAS
88
Park Avenue Securities
New York
$248K 5,572 +5,572 New
JWCA
89
J.W. Cole Advisors
Florida
$247K 5,567 +5,567 New
RCA
90
Reitz Capital Advisors
Michigan
$235K 5,280 +5,280 New
GWM
91
Geneos Wealth Management
Colorado
$233K 5,243 -71 -1%
WBC
92
West Branch Capital
Massachusetts
$220K 4,962 -300 -6%
KPWG
93
KFA Private Wealth Group
Virginia
$207K 4,657 +4,657 New
UBS Group
94
UBS Group
Switzerland
$194K 4,359 -32,087 -88%
VFA
95
Valeo Financial Advisors
Indiana
$178K 4,005 +225 +6%
Northwestern Mutual Wealth Management
96
Northwestern Mutual Wealth Management
Wisconsin
$149K 3,358 +741 +28%
Citigroup
97
Citigroup
New York
$140K 3,148 -1 -0%
Bank of Montreal
98
Bank of Montreal
Ontario, Canada
$107K 2,405 +2,405 New
EFSCE
99
Enterprise Financial Services Corp (EFSC)
Missouri
$102K 2,300 +2,300 New
KPCM
100
Kings Point Capital Management
New York
$89K 2,000 +2,000 New