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Fidelity MSCI Financials Index ETF
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Overview Fund Activity

133 hedge funds and large institutions have $169M invested in Fidelity MSCI Financials Index ETF in 2020 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 34 increasing their positions, 47 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
133
Holders Change
-14
Holders Change %
-9.52%
% of All Funds
2.94%
Holding in Top 10
–
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
–
New
20
Increased
34
Reduced
47
Closed
30
Calls
–
Puts
$2K
Net Calls
-$2K
Net Calls Change
-$2K

Top Buyers

1
FI
1
FormulaFolio Investments
Michigan
$14.5M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$4.63M
3
TRCT
3
Tower Research Capital (TRC)
New York
$2.81M
4
BFPW
4
BOK Financial Private Wealth
Colorado
$2.68M
5
Jane Street
5
Jane Street
New York
$2.22M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$3.22M
2
BFA
2
Beaumont Financial Advisors
Massachusetts
$0
3
FAAS
3
First Allied Advisory Services
California
$0
4
HighTower Advisors
4
HighTower Advisors
Illinois
$1.63M
5
SCP
5
Silverleafe Capital Partners
Tennessee
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TFS
101
TrustCore Financial Services
Tennessee
$20K – – –
HWM
102
HighMark Wealth Management
Minnesota
$20K – – –
EIP
103
Ellis Investment Partners
Pennsylvania
$16K +$53 +2 +0.3%
BFC
104
Bedel Financial Consulting
Indiana
$15K +$58 +2 +0.4%
S
105
SignatureFD
Georgia
$14K -$6.24K -218 -31%
APWM
106
Atlas Private Wealth Management
New York
$14K – – –
DAM
107
Delta Asset Management
Tennessee
$12K – – –
Carson Wealth (CWM LLC)
108
Carson Wealth (CWM LLC)
Nebraska
$12K – – –
CFO
109
CVA Family Office
Colorado
$12K +$12K +425 New
PMFA
110
Plante Moran Financial Advisors
Michigan
$10K – – –
LWM
111
Liberty Wealth Management
California
$10K – – –
KFS
112
Kelly Financial Services
Massachusetts
$9.58K – – –
FGAM
113
Financial Gravity Asset Management
Texas
$9.39K -$11.8K -408 -56%
EW
114
Element Wealth
Mississippi
$8K +$58 +2 +0.7%
TCM
115
Tradewinds Capital Management
Washington
$8K +$8K +263 New
BFEC
116
Benjamin F. Edwards & Company
Missouri
$7K -$4.75K -167 -40%
CAC
117
Certified Advisory Corp
Florida
$7K – – –
SWA
118
Stratos Wealth Advisors
Ohio
$7K +$7K +233 New
FANJ
119
Financial Architects (New Jersey)
New Jersey
$7K +$7K +235 New
IA
120
IFP Advisors
Florida
$6K -$37.8K -1,152 -86%
Fifth Third Bancorp
121
Fifth Third Bancorp
Ohio
$6K – – –
SIM
122
Sonora Investment Management
Arizona
$4K – – –
AWM
123
Avior Wealth Management
Nebraska
$2K – – –
SIS
124
Sound Income Strategies
Florida
$2K – – –
William Blair & Company
125
William Blair & Company
Illinois
$2K – – –
3 4
5
6 7