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Fidelity MSCI Financials Index ETF

142 hedge funds and large institutions have $245M invested in Fidelity MSCI Financials Index ETF in 2020 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 34 increasing their positions, 53 reducing their positions, and 14 closing their positions.

Holders
142
Holders Change
+12
Holders Change %
+9.23%
% of All Funds
2.52%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
26
Increased
34
Reduced
53
Closed
14
Calls
$1K
Puts
Net Calls
+$1K
Net Calls Change
+$1K
Name Market Value Shares Shares
Change
Shares
Change %
CIAS
101
Capital Investment Advisory Services
North Carolina
$55K 1,306 +601 +85%
IA
102
IFP Advisors
Florida
$49K 1,183 -170 -13%
VBCG
103
Valley Brook Capital Group
Pennsylvania
$48K 1,136 +1,136 New
Bank of Montreal
104
Bank of Montreal
Ontario, Canada
$47K 1,050 -483 -32%
CG
105
Cutler Group
California
$46K 1,100 +1,100 New
CFGS
106
Concourse Financial Group Securities
Alabama
$44K 1,052 +2 +0.2%
OIA
107
Optimum Investment Advisors
Illinois
$42K 1,000
RFWA
108
RPg Family Wealth Advisory
Massachusetts
$40.4K 958 -200 -17%
GEA
109
Glen Eagle Advisors
New Jersey
$38.6K 915 -805 -47%
DWP
110
Destiny Wealth Partners
Florida
$35K 837 +837 New
CFA
111
Carroll Financial Associates
North Carolina
$33K 787 -517 -40%
HWM
112
HighMark Wealth Management
Minnesota
$30K 700
IAIM
113
International Assets Investment Management
Florida
$30K 702 +702 New
PC
114
Permanens Capital
New York
$30K 722 +722 New
AWM
115
Accel Wealth Management
Iowa
$29K 691 +691 New
PFGIA
116
Patriot Financial Group Insurance Agency
Massachusetts
$23K 539
TFS
117
TrustCore Financial Services
Tennessee
$21K 496 -15 -3%
JCM
118
Jacobi Capital Management
Pennsylvania
$21K 496 +201 +68%
FP
119
Financial Perspectives
Minnesota
$19.5K 462 +1 +0.2%
CFO
120
CVA Family Office
Colorado
$18K 425
DAM
121
Delta Asset Management
Tennessee
$17K 411
BFEC
122
Benjamin F. Edwards & Company
Missouri
$12K 278
Carson Wealth (CWM LLC)
123
Carson Wealth (CWM LLC)
Nebraska
$12K 231
EW
124
Element Wealth
Mississippi
$12K 283 +1 +0.4%
TCM
125
Tradewinds Capital Management
Washington
$11K 268 +2 +0.8%