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Fidelity MSCI Financials Index ETF

168 hedge funds and large institutions have $595M invested in Fidelity MSCI Financials Index ETF in 2021 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 67 increasing their positions, 29 reducing their positions, and 12 closing their positions.

Holders
168
Holders Change
+26
Holders Change %
+18.31%
% of All Funds
2.96%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
39
Increased
67
Reduced
29
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
OIA
126
Optimum Investment Advisors
Illinois
$49K 1,000
GEA
127
Glen Eagle Advisors
New Jersey
$44.8K 915
JCM
128
Jacobi Capital Management
Pennsylvania
$44K 898 +402 +81%
MAM
129
Meeder Asset Management
Ohio
$36K 728 +728 New
PC
130
Permanens Capital
New York
$35K 722
HWM
131
HighMark Wealth Management
Minnesota
$34K 700
AWM
132
Accel Wealth Management
Iowa
$34K 691
CFD
133
Creative Financial Designs
Indiana
$33K 675 +675 New
IA
134
IFP Advisors
Florida
$30K 616 -567 -48%
IAIM
135
International Assets Investment Management
Florida
$30K 702
PNC Financial Services Group
136
PNC Financial Services Group
Pennsylvania
$30K 620 +620 New
First Manhattan
137
First Manhattan
New York
$26K 550 +550 New
TFS
138
TrustCore Financial Services
Tennessee
$24K 496
MWM
139
Mascoma Wealth Management
New Hampshire
$24K 500 +500 New
CFO
140
CVA Family Office
Colorado
$21K 425
PFGIA
141
Patriot Financial Group Insurance Agency
Massachusetts
$20K 399 -140 -26%
DAM
142
Delta Asset Management
Tennessee
$20K 411
SCA
143
Stonebridge Capital Advisors
Minnesota
$19K 395 +395 New
APWA
144
Atlas Private Wealth Advisors
New Jersey
$19K 397 +397 New
Deutsche Bank
145
Deutsche Bank
Germany
$14K 279 -10,727 -97%
BFEC
146
Benjamin F. Edwards & Company
Missouri
$14K 278
EW
147
Element Wealth
Mississippi
$14K 284 +1 +0.4%
RFA
148
Reilly Financial Advisors
California
$14K 290 +282 +3,525%
TCM
149
Tradewinds Capital Management
Washington
$13K 269 +1 +0.4%
Carson Wealth (CWM LLC)
150
Carson Wealth (CWM LLC)
Nebraska
$12K 231