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Fidelity MSCI Financials Index ETF

176 hedge funds and large institutions have $461M invested in Fidelity MSCI Financials Index ETF in 2023 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 60 increasing their positions, 45 reducing their positions, and 16 closing their positions.

Holders
176
Holders Change
Holders Change %
0%
% of All Funds
2.81%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
18
Increased
60
Reduced
45
Closed
16
Calls
$1.29M
Puts
$1K
Net Calls
+$1.28M
Net Calls Change
-$3.69M
Name Market Value Shares Shares
Change
Shares
Change %
TWM
151
Tradition Wealth Management
Minnesota
$9K 200
CB
152
CNB Bank
Pennsylvania
$8.15K 175 +175 New
IPW
153
Impact Partnership Wealth
Georgia
$7.82K 168 +168 New
BHWM
154
Beaird Harris Wealth Management
Texas
$5.65K 121
PMFA
155
Plante Moran Financial Advisors
Michigan
$5.59K 120
AIP
156
Ameritas Investment Partners
Nebraska
$5.45K 117 -20 -15%
GWMIA
157
Global Wealth Management Investment Advisory
Florida
$4.66K 100
AF
158
Allworth Financial
California
$4.42K 95 +95 New
BFPW
159
BOK Financial Private Wealth
Colorado
$4.05K 87
AWM
160
Avior Wealth Management
Nebraska
$3.61K 77
RWPA
161
Richard W. Paul & Associates
Michigan
$3.49K 75
BCMLT
162
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.01K 64
Simplex Trading
163
Simplex Trading
Illinois
$3K 69 -200 -74%
Carson Wealth (CWM LLC)
164
Carson Wealth (CWM LLC)
Nebraska
$3K 70
FMTCOCP
165
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$3K 60
CA
166
Crewe Advisors
Utah
$2.75K 59
SCA
167
Stonebridge Capital Advisors
Minnesota
$2.7K 58
FCAS
168
First Command Advisory Services
Texas
$2.61K 56 +56 New
APC
169
Aspire Private Capital
North Carolina
$2.37K 50 -1 -2%
FFA
170
Farther Finance Advisors
California
$2.05K 44
BLC
171
Brown, Lisle/Cummings
Rhode Island
$1.91K 41
PP
172
PFS Partners
New Jersey
$1.81K 39
CIA
173
Cape Investment Advisory
Georgia
$1.25K 27
HGERS
174
Householder Group Estate & Retirement Specialist
Arizona
$1.12K 24 +24 New
GI
175
Gradient Investments
Minnesota
$1.07K 23