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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 %
CWA
151
Carolina Wealth Advisors
South Carolina
$12K 252 +252 New
VFA
152
Valeo Financial Advisors
Indiana
$11K 225
EIP
153
Ellis Investment Partners
Pennsylvania
$10K 200
S
154
SignatureFD
Georgia
$9K 193 +130 +206%
BFC
155
Bedel Financial Consulting
Indiana
$7K 135 -80 -37%
William Blair & Company
156
William Blair & Company
Illinois
$7K 150
NFG
157
Next Financial Group
Texas
$7K 150
PMFA
158
Plante Moran Financial Advisors
Michigan
$7K 146
COCM
159
Charter Oak Capital Management
New Hampshire
$6K 207
IWMWV
160
Ironwood Wealth Management (West Virginia)
West Virginia
$6K 125
MWP
161
Meridian Wealth Partners
Pennsylvania
$6K 116 +116 New
FGAM
162
Financial Gravity Asset Management
Texas
$5.81K 119 +116 +3,867%
SIS
163
Sound Income Strategies
Florida
$3.92K 80
AWM
164
Avior Wealth Management
Nebraska
$3K 77
FMTCOCP
165
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$3K 60 +60 New
AIL
166
AGF Investments LLC
Ontario, Canada
$2K 38
HR
167
Howe & Rusling
New York
$2K 34 +34 New
AssetMark Inc
168
AssetMark Inc
California
$1K 27 +27 New
HF
169
Halpern Financial
Virginia
$832 17
Citadel Advisors
170
Citadel Advisors
Florida
-181,305 Closed
CS
171
Credit Suisse
Switzerland
-30,106 Closed
QAM
172
Q3 Asset Management
Michigan
-26,178 Closed
HAS
173
HBW Advisory Services
California
-18,065 Closed
SFG
174
Sage Financial Group
Pennsylvania
-17,989 Closed
SIA
175
Soltis Investment Advisors
Utah
-5,167 Closed