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Fidelity MSCI Financials Index ETF

191 hedge funds and large institutions have $540M invested in Fidelity MSCI Financials Index ETF in 2023 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 54 increasing their positions, 60 reducing their positions, and 20 closing their positions.

Holders
191
Holders Change
+15
Holders Change %
+8.52%
% of All Funds
2.8%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
35
Increased
54
Reduced
60
Closed
20
Calls
$269K
Puts
Net Calls
+$269K
Net Calls Change
-$1.02M
Name Market Value Shares Shares
Change
Shares
Change %
SPIA
126
Steward Partners Investment Advisory
New York
$79K 1,476
GRP
127
Global Retirement Partners
California
$75.8K 1,437
EWM
128
EPG Wealth Management
Georgia
$69.1K 1,268 -735 -37%
BC
129
Belmont Capital
California
$57K 1,065
TWC
130
TD Waterhouse Canada
Ontario, Canada
$53.2K 1,000
PFA
131
Pathway Financial Advisers
Indiana
$47.6K 889 +211 +31%
PNC Financial Services Group
132
PNC Financial Services Group
Pennsylvania
$45.4K 847 -550 -39%
FP
133
Financial Perspectives
Minnesota
$42.5K 794 -461 -37%
AA
134
Addison Advisors
Vermont
$39.8K 743
ANBT
135
American National Bank & Trust
Texas
$37.5K 701 +485 +225%
TFA
136
Transamerica Financial Advisors
Florida
$36K 663 +37 +6%
GWM
137
Geneos Wealth Management
Colorado
$35.1K 655 -1,772 -73%
IA
138
IFP Advisors
Florida
$34.2K 638
Carson Wealth (CWM LLC)
139
Carson Wealth (CWM LLC)
Nebraska
$34K 633 +563 +804%
CIAS
140
Capital Investment Advisory Services
North Carolina
$33.2K 619 -145 -19%
FHA
141
First Horizon Advisors
Tennessee
$33.1K 618
UCB
142
United Community Bank
South Carolina
$31.2K 582
T
143
Tidemark
California
$29.7K 554 +554 New
First Manhattan
144
First Manhattan
New York
$29.5K 550
William Blair & Company
145
William Blair & Company
Illinois
$28.1K 524
FWM
146
FSA Wealth Management
Massachusetts
$28K 530 +530 New
GEA
147
Glen Eagle Advisors
New Jersey
$27.3K 510
IGWM
148
ICA Group Wealth Management
Colorado
$26.5K 495 +495 New
CFD
149
Creative Financial Designs
Indiana
$24.6K 460
CFO
150
CVA Family Office
Colorado
$22.8K 425 +425 New