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Fidelity MSCI Financials Index ETF
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Overview Fund Activity

133 hedge funds and large institutions have $169M invested in Fidelity MSCI Financials Index ETF in 2020 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 34 increasing their positions, 47 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
133
Holders Change
-14
Holders Change %
-9.52%
% of All Funds
2.94%
Holding in Top 10
–
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
–
New
20
Increased
34
Reduced
47
Closed
30
Calls
–
Puts
$2K
Net Calls
-$2K
Net Calls Change
-$2K

Top Buyers

1
FI
1
FormulaFolio Investments
Michigan
$14.5M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$4.63M
3
TRCT
3
Tower Research Capital (TRC)
New York
$2.81M
4
BFPW
4
BOK Financial Private Wealth
Colorado
$2.68M
5
Jane Street
5
Jane Street
New York
$2.22M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$3.22M
2
BFA
2
Beaumont Financial Advisors
Massachusetts
$0
3
FAAS
3
First Allied Advisory Services
California
$0
4
HighTower Advisors
4
HighTower Advisors
Illinois
$1.63M
5
SCP
5
Silverleafe Capital Partners
Tennessee
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SF
126
Synovus Financial
Georgia
$2K +$2K +82 New
AIL
127
AGF Investments LLC
Ontario, Canada
$1K -$976 -40 -49%
GRP
128
Global Retirement Partners
California
$1K – – –
WWM
129
Willingdon Wealth Management
North Carolina
$1K – – –
HR
130
Howe & Rusling
New York
$1K +$1K +20 New
HF
131
Halpern Financial
Virginia
$499 – – –
BFA
132
Beaumont Financial Advisors
Massachusetts
– -$17.7M -398,065 Closed
FAAS
133
First Allied Advisory Services
California
– -$9.43M -212,306 Closed
SCP
134
Silverleafe Capital Partners
Tennessee
– -$5.34M -120,128 Closed
NR
135
Newfound Research
Massachusetts
– -$2.11M -47,389 Closed
AI
136
Atria Investments
North Carolina
– -$1.09M -24,521 Closed
BWA
137
Beam Wealth Advisors
Louisiana
– -$978K -22,025 Closed
Goldman Sachs
138
Goldman Sachs
New York
– -$838K -18,876 Closed
IAA
139
Independent Advisor Alliance
North Carolina
– -$837K -18,845 Closed
SCA
140
Snowden Capital Advisors
New York
– -$767K -17,261 Closed
MWC
141
MKD Wealth Coaches
Michigan
– -$701K -15,792 Closed
CH
142
Canton Hathaway
Rhode Island
– -$656K -14,771 Closed
NFG
143
Next Financial Group
Texas
– -$652K -14,674 Closed
SXL
144
Summit X LLC
Missouri
– -$434K -9,747 Closed
WPP
145
Whalerock Point Partners
Rhode Island
– -$403K -9,082 Closed
PAG
146
Private Advisor Group
New Jersey
– -$353K -7,949 Closed
AWA
147
ARS Wealth Advisors
Florida
– -$293K -6,594 Closed
WWM
148
Western Wealth Management
Colorado
– -$289K -6,516 Closed
SSWG
149
Seven Springs Wealth Group
Tennessee
– -$268K -6,040 Closed
PAS
150
Park Avenue Securities
New York
– -$248K -5,572 Closed
3 4 5
6
7