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Fidelity MSCI Financials Index ETF
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Overview Fund Activity

168 hedge funds and large institutions have $595M invested in Fidelity MSCI Financials Index ETF in 2021 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 67 increasing their positions, 29 reducing their positions, and 12 closing their positions.

Holders
168
Holders Change
+26
Holders Change %
+18.31%
% of All Funds
2.96%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
39
Increased
67
Reduced
29
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$209M
2
FIM
2
Freedom Investment Management
Connecticut
$22.3M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$38.7M
4
BCI
4
Brinker Capital Investments
Pennsylvania
$16.5M
5
Lido Advisors
5
Lido Advisors
California
$48.1M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
BFA
2
Beaumont Financial Advisors
Massachusetts
$8.02M
3
NAM
3
NorthCoast Asset Management
Connecticut
$5.01M
4
CS
4
Credit Suisse
Switzerland
$0
5
VC
5
Vicus Capital
Pennsylvania
$1.04M
Name Market Value Shares Shares
Change 		Shares
Change %
Prudential Financial
101
Prudential Financial
New Jersey
$263K 5,377 -448 -8%
TGAM
102
TBH Global Asset Management
Tennessee
$249K 5,084 -401 -7%
Renaissance Technologies
103
Renaissance Technologies
New York
$245K 5,000 +5,000 New
AWM
104
AE Wealth Management
Kansas
$236K 4,814 +4,814 New
RWA
105
River Wealth Advisors
Pennsylvania
$230K 4,707 -69 -1%
GWM
106
Geneos Wealth Management
Colorado
$221K 4,256 -1,664 -28%
AIS
107
AM Investment Strategies
Tennessee
$218K 4,455 +4,455 New
ACM
108
Advisors Capital Management
New Jersey
$216K 4,415 +4,415 New
WBC
109
West Branch Capital
Massachusetts
$210K 4,282 +4,282 New
AB
110
Atlas Brown
Kentucky
$210K 4,298 +4,298 New
Creative Planning
111
Creative Planning
Kansas
$203K 4,139 +4,139 New
SFS
112
Sowell Financial Services
Arkansas
$200K 3,725 +83 +2%
Citigroup
113
Citigroup
New York
$179K 3,660 +2 +0.1%
CH
114
Canton Hathaway
Rhode Island
$163K 3,330 – –
MHR
115
Matthew Hamilton Rosenberg
$143K 2,927 – –
CF
116
Centaurus Financial
California
$125K 2,553 +2,553 New
EVM
117
Eaton Vance Management
Massachusetts
$122K 2,500 +2,500 New
Franklin Resources
118
Franklin Resources
California
$113K 2,306 – –
VNA
119
Valley National Advisers
Pennsylvania
$111K 2,267 – –
AIC
120
Ameritas Investment Company
Nebraska
$96.8K 1,977 -15,878 -89%
SPIA
121
Steward Partners Investment Advisory
New York
$73.4K 1,500 -40 -3%
VBCG
122
Valley Brook Capital Group
Pennsylvania
$73K 1,492 +356 +31%
UBS Group
123
UBS Group
Switzerland
$64K 1,301 -205 -14%
CIAS
124
Capital Investment Advisory Services
North Carolina
$64K 1,307 +1 +0.1%
CFGS
125
Concourse Financial Group Securities
Alabama
$52K 1,053 +1 +0.1%
3 4
5
6 7