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Fidelity MSCI Financials Index ETF
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Overview Fund Activity

194 hedge funds and large institutions have $619M invested in Fidelity MSCI Financials Index ETF in 2022 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 72 increasing their positions, 52 reducing their positions, and 27 closing their positions.

Holders
194
Holders Change
-2
Holders Change %
-1.02%
% of All Funds
3.07%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
28
Increased
72
Reduced
52
Closed
27
Calls
$380K
Puts
–
Net Calls
+$380K
Net Calls Change
+$379K

Top Buyers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$20.5M
2
CW
2
Connectus Wealth
Ohio
$16.1M
3
VC
3
Vicus Capital
Pennsylvania
$14M
4
BCM
4
Beaumont Capital Management
Massachusetts
$7.01M
5
PCS
5
Personal CFO Solutions
New Jersey
$6.02M

Top Sellers

1
BCM
1
Brookstone Capital Management
Illinois
$1.66M
2
BFA
2
Beaumont Financial Advisors
Massachusetts
$0
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$9.06M
4
KAS
4
Kestra Advisory Services
Texas
$16.1M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$8.9M
Name Market Value Shares Shares
Change 		Shares
Change %
WFA
101
WMG Financial Advisors
Tennessee
$448K 8,318 +739 +10%
PFS
102
Prospera Financial Services
Texas
$433K 7,994 -442 -5%
MP
103
McDonald Partners
Ohio
$422K 7,800 +5,422 +228%
CICI
104
Capital Investment Counsel Inc
North Carolina
$420K 7,758 -200 -3%
BCA
105
Bay Colony Advisors
Massachusetts
$417K 7,692 -585 -7%
MG
106
Mather Group
Illinois
$412K 7,611 +30 +0.4%
SIAG
107
Safeguard Investment Advisory Group
California
$363K 6,714 +1,602 +31%
CAG
108
Csenge Advisory Group
Florida
$361K 6,673 +6,673 New
AW
109
ACG Wealth
Georgia
$358K 6,612 -2,032 -24%
Creative Planning
110
Creative Planning
Kansas
$354K 6,545 +2,124 +48%
WA
111
WBH Advisory
Maryland
$341K 6,766 -5 -0.1%
DBRC
112
D.B. Root & Company
Pennsylvania
$340K 6,283 -262 -4%
DLCIG
113
D.L. Carlson Investment Group
New Hampshire
$340K 6,281 +8 +0.1%
WCP
114
Welch Capital Partners
New York
$332K 6,125 – –
PSF
115
Pacific Sun Financial
California
$331K 6,105 +405 +7%
TRIA
116
Trail Ridge Investment Advisors
Colorado
$322K 5,951 +5,951 New
RCWM
117
Royal Capital Wealth Management
Indiana
$290K 5,349 +26 +0.5%
CPSAC
118
Chas P. Smith & Associates (CPS)
Florida
$288K 5,316 – –
UBS Group
119
UBS Group
Switzerland
$279K 5,150 +794 +18%
MWM
120
Mascoma Wealth Management
New Hampshire
$268K 4,956 +4,356 +726%
RWA
121
River Wealth Advisors
Pennsylvania
$263K 4,860 +557 +13%
UCFA
122
United Capital Financial Advisors
Texas
$253K 4,671 -303 -6%
AB
123
Atlas Brown
Kentucky
$242K 4,461 +17 +0.4%
KIA
124
KCM Investment Advisors
California
$228K 4,214 – –
MFG
125
Monte Financial Group
Connecticut
$224K 4,136 +4,136 New
3 4
5
6 7