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Fidelity MSCI Financials Index ETF

145 hedge funds and large institutions have $558M invested in Fidelity MSCI Financials Index ETF in 2018 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 64 increasing their positions, 36 reducing their positions, and 15 closing their positions.

Holders
145
Holders Change
+8
Holders Change %
+5.84%
% of All Funds
3.32%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
24
Increased
64
Reduced
36
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WP
101
WealthPLAN Partners
Nebraska
$247K +$470 +12 +0.2%
FA
102
FDx Advisors
Illinois
$244K -$252K -6,430 -51%
PA
103
PFG Advisors
Arizona
$241K +$29.2K +747 +14%
Koshinski Asset Management
104
Koshinski Asset Management
Illinois
$221K +$20.3K +516 +10%
MSA
105
Marino Stram & Associates
Massachusetts
$219K +$17.4K +444 +9%
Cetera Investment Advisers
106
Cetera Investment Advisers
Illinois
$218K +$4.92K +126 +2%
KSA
107
Ken Stern & Associates
California
$215K +$215K +5,473 New
Creative Planning
108
Creative Planning
Kansas
$212K +$212K +5,396 New
RFWA
109
RPg Family Wealth Advisory
Massachusetts
$139K -$21.4K -547 -13%
Citigroup
110
Citigroup
New York
$133K +$9.6K +245 +8%
FHA
111
Flagship Harbor Advisors
Massachusetts
$114K +$114K +2,919 New
Royal Bank of Canada
112
Royal Bank of Canada
Ontario, Canada
$93K -$561K -14,319 -86%
GEA
113
Glen Eagle Advisors
New Jersey
$87.7K +$87.7K +2,237 New
TFS
114
TrustCore Financial Services
Tennessee
$85K
RWA
115
River Wealth Advisors
Pennsylvania
$65K +$65K +1,664 New
WAP
116
Wealthcare Advisory Partners
Pennsylvania
$64K +$39.5K +1,000 +161%
BBHC
117
Brown Brothers Harriman & Co
New York
$59K
SPIA
118
Steward Partners Investment Advisory
New York
$59K
KTC
119
Kistler-Tiffany Companies
Pennsylvania
$58K -$272K -6,928 -82%
CFA
120
Carroll Financial Associates
North Carolina
$49K +$49K +1,260 New
SAM
121
Shamrock Asset Management
Texas
$48K
Deutsche Bank
122
Deutsche Bank
Germany
$41K +$41K +1,047 New
OIA
123
Optimum Investment Advisors
Illinois
$39K
GWM
124
Geneos Wealth Management
Colorado
$27K -$12.8K -331 -32%
MPWT
125
MassMutual Private Wealth & Trust
Connecticut
$19.2K