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Fidelity MSCI Financials Index ETF

174 hedge funds and large institutions have $426M invested in Fidelity MSCI Financials Index ETF in 2023 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 46 increasing their positions, 70 reducing their positions, and 36 closing their positions.

Holders
174
Holders Change
-23
Holders Change %
-11.68%
% of All Funds
2.79%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
19
Increased
46
Reduced
70
Closed
36
Calls
$641K
Puts
Net Calls
+$641K
Net Calls Change
-$275K
Name Market Value Shares Shares
Change
Shares
Change %
William Blair & Company
126
William Blair & Company
Illinois
$28K 620 +426 +220%
FHA
127
First Horizon Advisors
Tennessee
$27.9K 618
IGWM
128
ICA Group Wealth Management
Colorado
$27.8K 617
SSB
129
Sandy Spring Bank
Maryland
$27.8K 616 +4 +0.7%
UCB
130
United Community Bank
South Carolina
$26.2K 582
First Manhattan
131
First Manhattan
New York
$24.8K 550 -100 -15%
GEA
132
Glen Eagle Advisors
New Jersey
$23K 510
VWM
133
Venturi Wealth Management
Texas
$22.1K 489 +489 New
NECFA
134
New England Capital Financial Advisors
Connecticut
$21.6K 478
LFG
135
Larson Financial Group
Missouri
$20.8K 460 +401 +680%
MWM
136
Mascoma Wealth Management
New Hampshire
$20K 433 -1,473 -77%
CFO
137
CVA Family Office
Colorado
$19.2K 425
DAM
138
Delta Asset Management
Tennessee
$17.4K 385 -26 -6%
Commonwealth Equity Services
139
Commonwealth Equity Services
Massachusetts
$16.6K 367,309 -260,130 -41%
HWM
140
HighMark Wealth Management
Minnesota
$15.8K 350
QCG
141
Quadrant Capital Group
Ohio
$13.5K 300
EW
142
Element Wealth
Mississippi
$13.4K 297 +2 +0.7%
OLVIG
143
Oliver Lagore Vanvalin Investment Group
Michigan
$13K 289
TCM
144
Tradewinds Capital Management
Washington
$12.7K 281 +2 +0.7%
LC
145
Lindbrook Capital
California
$12.4K 276
AIP
146
Ameritas Investment Partners
Nebraska
$12.4K 274
CFGS
147
Concourse Financial Group Securities
Alabama
$11.3K 250 +132 +112%
GFWA
148
Grey Fox Wealth Advisors
Delaware
$10.3K 228 +228 New
TWM
149
Tradition Wealth Management
Minnesota
$9K 200
EWA
150
EverSource Wealth Advisors
Alabama
$7.22K 160 +160 New