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Fidelity MSCI Financials Index ETF

191 hedge funds and large institutions have $540M invested in Fidelity MSCI Financials Index ETF in 2023 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 54 increasing their positions, 60 reducing their positions, and 20 closing their positions.

Holders
191
Holders Change
+15
Holders Change %
+8.52%
% of All Funds
2.8%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
35
Increased
54
Reduced
60
Closed
20
Calls
$269K
Puts
Net Calls
+$269K
Net Calls Change
-$1.02M
Name Market Value Shares Shares
Change
Shares
Change %
FFL
101
Financial Freedom LLC
Ohio
$271K 5,063 +21 +0.4%
AWM
102
Axxcess Wealth Management
California
$271K 5,057 +5,057 New
FFS
103
Founders Financial Securities
Maryland
$260K 4,847 +4,847 New
RWA
104
River Wealth Advisors
Pennsylvania
$248K 4,625 -295 -6%
CPSAC
105
Chas P. Smith & Associates (CPS)
Florida
$237K 4,426 +75 +2%
GCIM
106
Gunn & Company Investment Management
Florida
$237K 4,426 +4,426 New
SFC
107
SYM Financial Corp
Indiana
$237K 4,425 -1,840 -29%
CAN
108
Cetera Advisor Networks
California
$236K 4,404 -30 -0.7%
CM
109
Cornerstone Management
Georgia
$232K 4,326
DAS
110
Dynamic Advisor Solutions
Arizona
$218K 4,085 -1,180 -22%
WN
111
Williams & Novak
California
$218K 4,065 +4,065 New
TRIA
112
Trail Ridge Investment Advisors
Colorado
$202K 3,781 +3,781 New
BCA
113
Bray Capital Advisors
Florida
$182K 3,405
Comerica Bank
114
Comerica Bank
Texas
$181K 3,386 +497 +17%
MHR
115
Matthew Hamilton Rosenberg
$157K 2,928
Qube Research & Technologies (QRT)
116
Qube Research & Technologies (QRT)
United Kingdom
$138K 2,571 +689 +37%
PS
117
Principal Securities
Iowa
$127K 2,379 +2,379 New
Franklin Resources
118
Franklin Resources
California
$123K 2,306
VNA
119
Valley National Advisers
Pennsylvania
$121K 2,267
UBS Group
120
UBS Group
Switzerland
$112K 2,099 +142 +7%
MSWM
121
McGlone Suttner Wealth Management
Wisconsin
$102K 1,900 +1,900 New
HI
122
Harbour Investments
Wisconsin
$95.3K 1,780 +802 +82%
WBC
123
West Branch Capital
Massachusetts
$92.6K 1,730
BWL
124
Bogart Wealth LLC
Virginia
$82.7K 1,544
SWM
125
Sanctuary Wealth Management
Idaho
$80.8K 1,509 +543 +56%