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Fidelity MSCI Financials Index ETF

176 hedge funds and large institutions have $459M invested in Fidelity MSCI Financials Index ETF in 2023 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 47 increasing their positions, 70 reducing their positions, and 18 closing their positions.

Holders
176
Holders Change
+2
Holders Change %
+1.15%
% of All Funds
2.78%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
22
Increased
47
Reduced
70
Closed
18
Calls
$4.98M
Puts
Net Calls
+$4.98M
Net Calls Change
+$4.34M
Name Market Value Shares Shares
Change
Shares
Change %
FIM
101
Freedom Investment Management
Connecticut
$200K 4,257 -3,459 -45%
CAM
102
Cresset Asset Management
Illinois
$182K 3,869 +3,869 New
BCA
103
Bray Capital Advisors
Florida
$160K 3,405 -10,210 -75%
MHR
104
Matthew Hamilton Rosenberg
$138K 2,928 +1 +0%
GWM
105
Geneos Wealth Management
Colorado
$114K 2,427 +1,801 +288%
Franklin Resources
106
Franklin Resources
California
$109K 2,306
VNA
107
Valley National Advisers
Pennsylvania
$107K 2,267
PNC Financial Services Group
108
PNC Financial Services Group
Pennsylvania
$97.8K 2,077 +350 +20%
EWM
109
EPG Wealth Management
Georgia
$94K 1,996 -693 -26%
SPIA
110
Steward Partners Investment Advisory
New York
$93K 1,976 -191 -9%
KTC
111
Kistler-Tiffany Companies
Pennsylvania
$81.5K 1,731 +1 +0.1%
WBC
112
West Branch Capital
Massachusetts
$81.4K 1,730
UBS Group
113
UBS Group
Switzerland
$80.2K 1,704 +416 +32%
BWL
114
Bogart Wealth LLC
Virginia
$72.7K 1,544 +1,544 New
GRP
115
Global Retirement Partners
California
$67.6K 1,437
HI
116
Harbour Investments
Wisconsin
$63.9K 1,357 -1,359 -50%
FP
117
Financial Perspectives
Minnesota
$59K 1,252 +2 +0.2%
BC
118
Belmont Capital
California
$50.2K 1,066 +1,066 New
TWC
119
TD Waterhouse Canada
Ontario, Canada
$47.4K 1,000
OIA
120
Optimum Investment Advisors
Illinois
$47.1K 1,000
Qube Research & Technologies (QRT)
121
Qube Research & Technologies (QRT)
United Kingdom
$46.8K 1,121 +976 +673%
LWCFA
122
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$41.5K 881 +881 New
TRCT
123
Tower Research Capital (TRC)
New York
$38.4K 816 -19,711 -96%
CIAS
124
Capital Investment Advisory Services
North Carolina
$35.9K 763 +1 +0.1%
AA
125
Addison Advisors
Vermont
$35K 743