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Fidelity MSCI Financials Index ETF

126 hedge funds and large institutions have $306M invested in Fidelity MSCI Financials Index ETF in 2019 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 35 increasing their positions, 55 reducing their positions, and 14 closing their positions.

Holders
126
Holders Change
-2
Holders Change %
-1.56%
% of All Funds
2.77%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
12
Increased
35
Reduced
55
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SSB
101
Sandy Spring Bank
Maryland
$53K 1,311 +8 +0.6%
TFS
102
TrustCore Financial Services
Tennessee
$48K 1,171 -227 -16%
CFGS
103
Concourse Financial Group Securities
Alabama
$43K 1,046 -28 -3%
OIA
104
Optimum Investment Advisors
Illinois
$41K 1,000
AA
105
Advisory Alpha
Michigan
$30K 765 +765 New
S
106
SignatureFD
Georgia
$29K 707
EIP
107
Ellis Investment Partners
Pennsylvania
$24K 606 -203 -25%
FGAM
108
Financial Gravity Asset Management
Texas
$19K 460 -7 -1%
PFGIA
109
Patriot Financial Group Insurance Agency
Massachusetts
$18K 446 -10 -2%
DAM
110
Delta Asset Management
Tennessee
$17K 411
BFEC
111
Benjamin F. Edwards & Company
Missouri
$16K 386
LWM
112
Liberty Wealth Management
California
$14K 345
KFS
113
Kelly Financial Services
Massachusetts
$13.3K 326
Carson Wealth (CWM LLC)
114
Carson Wealth (CWM LLC)
Nebraska
$12K 231
Fifth Third Bancorp
115
Fifth Third Bancorp
Ohio
$11K 259 +50 +24%
MPWT
116
MassMutual Private Wealth & Trust
Connecticut
$10K 245
CAC
117
Certified Advisory Corp
Florida
$10K 244 +244 New
BFC
118
Bedel Financial Consulting
Indiana
$9K 215
SIM
119
Sonora Investment Management
Arizona
$9K 221 +221 New
TAIM
120
TD Ameritrade Investment Management
Nebraska
$4K 100 +100 New
AWM
121
Avior Wealth Management
Nebraska
$3K 77
SIS
122
Sound Income Strategies
Florida
$3K 80
AIL
123
AGF Investments LLC
Ontario, Canada
$3K 79
WWM
124
Willingdon Wealth Management
North Carolina
$2K 49
CSIA
125
Charles Schwab Investment Advisory
California
-2,041,608 Closed