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Fidelity MSCI Financials Index ETF

186 hedge funds and large institutions have $548M invested in Fidelity MSCI Financials Index ETF in 2024 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 67 increasing their positions, 55 reducing their positions, and 22 closing their positions.

Holders
186
Holders Change
-9
Holders Change %
-4.62%
% of All Funds
2.71%
Holding in Top 10
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-100%
% of All Funds
New
18
Increased
67
Reduced
55
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
HI
126
Harbour Investments
Wisconsin
$100K 1,733 -110 -6%
WBC
127
West Branch Capital
Massachusetts
$100K 1,730
BWL
128
Bogart Wealth LLC
Virginia
$89.5K 1,544
GRP
129
Global Retirement Partners
California
$87.1K 1,503
SPIA
130
Steward Partners Investment Advisory
New York
$85.5K 1,476
OSAM
131
O'Shaughnessy Asset Management
Connecticut
$76.1K 1,314 +1,264 +2,528%
EWM
132
EPG Wealth Management
Georgia
-1,272 Closed
Jones Financial Companies
133
Jones Financial Companies
Missouri
$72.3K 1,247 +1,247 New
SWM
134
Sanctuary Wealth Management
Idaho
$69.5K 1,199 -6 -0.5%
PA
135
Parallel Advisors
California
$65.4K 1,128
TWC
136
TD Waterhouse Canada
Ontario, Canada
$58K 1,000
Carson Wealth (CWM LLC)
137
Carson Wealth (CWM LLC)
Nebraska
$58K 998 +355 +55%
TFM
138
TFC Financial Management
Massachusetts
$57.9K 1,000 +1,000 New
PFA
139
Pathway Financial Advisers
Indiana
$57.3K 993 +9 +0.9%
William Blair & Company
140
William Blair & Company
Illinois
$51.5K 888 +364 +69%
PNC Financial Services Group
141
PNC Financial Services Group
Pennsylvania
$47.7K 823 -24 -3%
FP
142
Financial Perspectives
Minnesota
$46.2K 798 +2 +0.3%
TFA
143
Transamerica Financial Advisors
Florida
$46K 788
QCG
144
Quadrant Capital Group
Ohio
$43.2K 746 +500 +203%
AA
145
Addison Advisors
Vermont
$43.1K 743
GWM
146
Geneos Wealth Management
Colorado
$36.3K 626
FHA
147
First Horizon Advisors
Tennessee
$35.8K 618
UCB
148
United Community Bank
South Carolina
$33.7K 582
GEA
149
Glen Eagle Advisors
New Jersey
$29.5K 510
BBHC
150
Brown Brothers Harriman & Co
New York
$28.2K 487