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Fidelity MSCI Financials Index ETF
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Overview Fund Activity

150 hedge funds and large institutions have $547M invested in Fidelity MSCI Financials Index ETF in 2018 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 57 increasing their positions, 53 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
150
Holders Change
+5
Holders Change %
+3.45%
% of All Funds
3.43%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
19
Increased
57
Reduced
53
Closed
14
Calls
$274K
Puts
–
Net Calls
+$274K
Net Calls Change
+$274K

Top Buyers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$11.7M
2
Jane Street
2
Jane Street
New York
$5.15M
3
BCI
3
Brinker Capital Investments
Pennsylvania
$13.1M
4
Lido Advisors
4
Lido Advisors
California
$14M
5
FPGK
5
Financial Partners Group (Kansas)
Kansas
$4.87M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$33.5M
2
BFA
2
Beaumont Financial Advisors
Massachusetts
$25.1M
3
LTFS
3
Ladenburg Thalmann Financial Services
Florida
$12.5M
4
FI
4
FormulaFolio Investments
Michigan
$41.5M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$8.58M
Name Holding Trade Value Shares
Change 		Shares
Change %
WSTAM
126
Wilbanks Smith & Thomas Asset Management
Virginia
$45K +$45K +1,124 New
SAM
127
Shamrock Asset Management
Texas
$42K -$6.73K -168 -14%
OIA
128
Optimum Investment Advisors
Illinois
$40K – – –
DWM
129
Destination Wealth Management
California
$38K +$38K +941 New
MPWT
130
MassMutual Private Wealth & Trust
Connecticut
$19.8K – – –
WAM
131
Wealthspire Advisors (Maryland)
Maryland
$16K – – –
PFGIA
132
Patriot Financial Group Insurance Agency
Massachusetts
$16K +$16K +385 New
BFC
133
Bedel Financial Consulting
Indiana
$14K -$149 -4 -1%
Bank of Montreal
134
Bank of Montreal
Ontario, Canada
$12K +$12K +300 New
FGAM
135
Financial Gravity Asset Management
Texas
$10K -$6.46K -166 -39%
Fifth Third Bancorp
136
Fifth Third Bancorp
Ohio
$8K – – –
TDC
137
Thompson Davis & Co
Virginia
$7K +$7K +165 New
MFW
138
Mosaic Family Wealth
Missouri
$6K – – –
JA
139
JOYN Advisors
Georgia
$6K +$6K +138 New
BRC
140
Bell Rock Capital
Delaware
$4K – – –
SIS
141
Sound Income Strategies
Florida
$3K -$3.19K -85 -52%
AWM
142
Avior Wealth Management
Nebraska
$3K – – –
WWM
143
Wagner Wealth Management
South Carolina
$2K – – –
ML
144
McAdam LLC
Pennsylvania
$2K +$2K +42 New
RMAM
145
Raab & Moskowitz Asset Management
New Jersey
$2K +$2K +51 New
SCM
146
Southport Capital Management
Tennessee
$2K +$2K +58 New
AIL
147
AGF Investments LLC
Ontario, Canada
$1K – – –
CF
148
Centaurus Financial
California
$101 -$216K -6,414 -100%
GFPC
149
Global Financial Private Capital
Florida
– -$504K -12,852 Closed
VF
150
Virtu Financial
New York
– -$399K -10,184 Closed
3 4 5
6
7