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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 %
SPC
76
Sigma Planning Corp
Michigan
$443K 8,280 -8,014 -49%
BCA
77
Bay Colony Advisors
Massachusetts
$429K 8,018 +225 +3%
Bank of New York Mellon
78
Bank of New York Mellon
New York
$429K 8,003 -2 -0%
PCA
79
Pallas Capital Advisors
Massachusetts
$428K 8,001 +8,001 New
MP
80
McDonald Partners
Ohio
$418K 7,800
Koshinski Asset Management
81
Koshinski Asset Management
Illinois
$415K 7,755 +7,755 New
NA
82
NewEdge Advisors
Louisiana
$407K 7,599 +782 +11%
Thrivent Financial for Lutherans
83
Thrivent Financial for Lutherans
Minnesota
$371K 6,935 -41 -0.6%
SW
84
SVB Wealth
Massachusetts
$371K 6,923 -4,420 -39%
Creative Planning
85
Creative Planning
Kansas
$368K 6,876 +105 +2%
SS
86
Sunbelt Securities
Texas
$353K 6,585 -815 -11%
HAS
87
HBW Advisory Services
California
$349K 6,525 +6,525 New
Fisher Asset Management
88
Fisher Asset Management
Washington
$336K 6,274 -1,745 -22%
Wealth Enhancement Advisory Services
89
Wealth Enhancement Advisory Services
Minnesota
$336K 6,272 +1,695 +37%
Janney Montgomery Scott
90
Janney Montgomery Scott
Pennsylvania
$323K 6,041 -63,314 -91%
DBRC
91
D.B. Root & Company
Pennsylvania
$320K 5,983
FIM
92
Freedom Investment Management
Connecticut
$314K 5,861 +5,861 New
CICI
93
Capital Investment Counsel Inc
North Carolina
$314K 5,858 -50 -0.8%
PSF
94
Pacific Sun Financial
California
$299K 5,576 -3 -0.1%
JWCA
95
J.W. Cole Advisors
Florida
$294K 5,491 +5,491 New
WA
96
WBH Advisory
Maryland
$291K 5,435 -293 -5%
RJA
97
Raymond James & Associates
Florida
$289K 5,391 +73 +1%
MML Investors Services
98
MML Investors Services
Massachusetts
$285K 5,328 -488 -8%
SAM
99
Secure Asset Management
Michigan
$282K 5,258 +5,258 New
PIA
100
Panoramic Investment Advisors
Colorado
$281K 5,255 -100 -2%