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Fidelity MSCI Financials Index ETF

243 hedge funds and large institutions have $1.06B invested in Fidelity MSCI Financials Index ETF in 2024 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 85 increasing their positions, 49 reducing their positions, and 11 closing their positions.

Holders
243
Holders Change
+44
Holders Change %
+22.11%
% of All Funds
3.24%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
58
Increased
85
Reduced
49
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
PWA
101
Prairie Wealth Advisors
Nebraska
$472K 6,875 +6,875 New
PSF
102
Pacific Sun Financial
California
$459K 6,679 +861 +15%
LWM
103
LongView Wealth Management
Georgia
$455K 6,620 +1,640 +33%
AFAS
104
Acorn Financial Advisory Services
Virginia
$446K 6,488 +723 +13%
Janney Montgomery Scott
105
Janney Montgomery Scott
Pennsylvania
$438K 6,374
MA
106
Mutual Advisors
Nebraska
$433K 6,107 +147 +2%
ANBT
107
American National Bank & Trust
Texas
$430K 6,260 +3,841 +159%
BCG
108
Breakwater Capital Group
New Jersey
$410K 5,970
CM
109
Cornerstone Management
Georgia
$405K 5,898 +102 +2%
Jones Financial Companies
110
Jones Financial Companies
Missouri
$405K 5,892 +1,641 +39%
CICI
111
Capital Investment Counsel Inc
North Carolina
$390K 5,681 -199 -3%
BI
112
Beckerman Institutional
New Jersey
$383K 5,580 +53 +1%
MWM
113
Mission Wealth Management
California
$375K 5,465 +1,330 +32%
DBRC
114
D.B. Root & Company
Pennsylvania
$370K 5,384 -566 -10%
KeyBank National Association
115
KeyBank National Association
Ohio
$367K 5,347 -1,057 -17%
WA
116
WBH Advisory
Maryland
$362K 5,265
ECA
117
Elevated Capital Advisors
Utah
$328K 4,771 +4,771 New
RWA
118
River Wealth Advisors
Pennsylvania
$326K 4,748 +238 +5%
WS
119
Wedbush Securities
California
$307K 4,474 +4,474 New
RWM
120
Rialto Wealth Management
New York
$301K 4,377 +4,377 New
VBCG
121
Valley Brook Capital Group
Pennsylvania
$291K 4,233 +111 +3%
IA
122
IFP Advisors
Florida
$291K 4,231 +93 +2%
SOS
123
Silver Oak Securities
Tennessee
$286K 4,160 +4,160 New
P
124
&Partners
Tennessee
$282K 4,075 +107 +3%
CAM
125
Cresset Asset Management
Illinois
$281K 4,093 -587 -13%