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Fidelity MSCI Financials Index ETF
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Overview Fund Activity

195 hedge funds and large institutions have $568M invested in Fidelity MSCI Financials Index ETF in 2024 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 55 increasing their positions, 63 reducing their positions, and 23 closing their positions.

Holders
195
Holders Change
+4
Holders Change %
+2.09%
% of All Funds
2.83%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
27
Increased
55
Reduced
63
Closed
23
Calls
$316K
Puts
–
Net Calls
+$316K
Net Calls Change
+$47K

Top Buyers

1
QAM
1
Q3 Asset Management
Michigan
$16.1M
2
CW
2
Connectus Wealth
Ohio
$12.1M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$6.74M
4
AM
4
AGF Management
Ontario, Canada
$14.8M
5
Citadel Advisors
5
Citadel Advisors
Florida
$4.28M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$4.18M
2
Morgan Stanley
2
Morgan Stanley
New York
$14M
3
GGS
3
Galvin Gaustad & Stein
Arizona
$1.68M
4
AWM
4
AE Wealth Management
Kansas
$3.15M
5
Charles Schwab
5
Charles Schwab
California
$124M
Name Market Value Shares Shares
Change 		Shares
Change %
AFAS
101
Acorn Financial Advisory Services
Virginia
$268K 4,509 +4,509 New
Fisher Asset Management
102
Fisher Asset Management
Washington
$266K 4,485 -1,789 -29%
MML Investors Services
103
MML Investors Services
Massachusetts
$262K 4,416 -912 -17%
CAN
104
Cetera Advisor Networks
California
$261K 4,392 -12 -0.3%
AWM
105
Axxcess Wealth Management
California
$260K 4,383 -674 -13%
MWM
106
Mission Wealth Management
California
$260K 4,377 +4,377 New
CPSAC
107
Chas P. Smith & Associates (CPS)
Florida
$258K 4,351 -75 -2%
PIA
108
Panoramic Investment Advisors
Colorado
$253K 4,255 -1,000 -19%
Koshinski Asset Management
109
Koshinski Asset Management
Illinois
$247K 4,153 -3,602 -46%
DAS
110
Dynamic Advisor Solutions
Arizona
$241K 4,065 -20 -0.5%
VBCG
111
Valley Brook Capital Group
Pennsylvania
$228K 3,835 +3,835 New
Comerica Bank
112
Comerica Bank
Texas
$227K 3,818 +432 +13%
KIA
113
KCM Investment Advisors
California
$222K 3,736 +3,736 New
WN
114
Williams & Novak
California
$218K 4,065 – –
CAM
115
Cresset Asset Management
Illinois
$217K 3,660 +3,660 New
AWA
116
Arkadios Wealth Advisors
Georgia
$212K 3,565 +3,565 New
AIS
117
AM Investment Strategies
Tennessee
$210K 3,535 +3,535 New
WPP
118
Whalerock Point Partners
Rhode Island
$207K 3,479 +3,479 New
SWA
119
Stratos Wealth Advisors
Ohio
$206K 3,466 +3,466 New
PWA
120
Primoris Wealth Advisors
Florida
$204K 3,432 +3,432 New
BCA
121
Bray Capital Advisors
Florida
$202K 3,405 – –
MHR
122
Matthew Hamilton Rosenberg
$173K 2,928 – –
SOAMC
123
Spirit of America Management Corp
New York
$147K 2,610 +2,610 New
Franklin Resources
124
Franklin Resources
California
$137K 2,306 – –
PS
125
Principal Securities
Iowa
$136K 2,291 -88 -4%
3 4
5
6 7