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Fidelity MSCI Financials Index ETF
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Overview Fund Activity

128 hedge funds and large institutions have $336M invested in Fidelity MSCI Financials Index ETF in 2018 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 38 increasing their positions, 50 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
128
Holders Change
-22
Holders Change %
-14.67%
% of All Funds
2.86%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
24
Increased
38
Reduced
50
Closed
41
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Stifel Financial
1
Stifel Financial
Missouri
$6.16M
2
UBS Group
2
UBS Group
Switzerland
$6.78M
3
Wells Fargo
3
Wells Fargo
California
$16M
4
CW
4
Cobiz Wealth
Colorado
$4.34M
5
Bank of America
5
Bank of America
North Carolina
$12.8M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$53.4M
2
BFA
2
Beaumont Financial Advisors
Massachusetts
$0
3
CFIA
3
Cantor Fitzgerald Investment Advisors
New York
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$10.9M
5
TPWA
5
TRUE Private Wealth Advisors
Oregon
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
S
126
SignatureFD
Georgia
$2K +$2K +53 New
AIL
127
AGF Investments LLC
Ontario, Canada
$1K – – –
Parallax Volatility Advisers
128
Parallax Volatility Advisers
California
$1K +$944 +17 +1,700%
BFA
129
Beaumont Financial Advisors
Massachusetts
– -$25.1M -622,395 Closed
CFIA
130
Cantor Fitzgerald Investment Advisors
New York
– -$22.7M -563,010 Closed
TPWA
131
TRUE Private Wealth Advisors
Oregon
– -$11.3M -279,444 Closed
LI
132
LVZ Inc
Michigan
– -$9.94M -255,230 Closed
DCM
133
DeGreen Capital Management
Arizona
– -$7.2M -178,601 Closed
NR
134
Newfound Research
Massachusetts
– -$2.04M -50,615 Closed
NAM
135
NorthCoast Asset Management
Connecticut
– -$1.84M -45,654 Closed
CL
136
Cabana LLC
Arkansas
– -$1.71M -42,448 Closed
FIA
137
Foundations Investment Advisors
Arizona
– -$1.69M -41,837 Closed
CM
138
Cornerstone Management
Georgia
– -$1.09M -27,098 Closed
UCFA
139
United Capital Financial Advisors
Texas
– -$1.02M -25,158 Closed
RCAG
140
Rehmann Capital Advisory Group
Michigan
– -$1.01M -25,036 Closed
AI
141
Atria Investments
North Carolina
– -$1.01M -25,014 Closed
Cerity Partners
142
Cerity Partners
New York
– -$1M -24,815 Closed
BCM
143
Beck Capital Management
Texas
– -$733K -18,163 Closed
PAG
144
Private Advisor Group
New Jersey
– -$680K -16,298 Closed
RCA
145
Rowland Carmichael Advisors
Arizona
– -$523K -12,956 Closed
SHIM
146
Stone House Investment Management
Pennsylvania
– -$497K -12,317 Closed
BAM
147
Belpointe Asset Management
Nevada
– -$478K -11,849 Closed
VEA
148
Virtus ETF Advisers
New York
– -$425K -10,529 Closed
DADC
149
D.A. Davidson & Co
Montana
– -$370K -9,172 Closed
IA
150
IFG Advisory
Georgia
– -$345K -8,594 Closed
3 4 5
6
7