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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 %
AP
151
Advisors Preferred
Maryland
$21.7K 405 +405 New
SWM
152
Spire Wealth Management
Virginia
$21.4K 400 -146 -27%
HWM
153
HighMark Wealth Management
Minnesota
$18.7K 350
EW
154
Element Wealth
Mississippi
$16.1K 302 +2 +0.7%
OLVIG
155
Oliver Lagore Vanvalin Investment Group
Michigan
$15.5K 289
TCM
156
Tradewinds Capital Management
Washington
$15.3K 285 +1 +0.4%
ACA
157
Aptus Capital Advisors
Alabama
$15K 280 +1 +0.4%
CFGS
158
Concourse Financial Group Securities
Alabama
$13.4K 250
QCG
159
Quadrant Capital Group
Ohio
$13.2K 246 -54 -18%
PA
160
Parallel Advisors
California
$12.6K 236 +1 +0.4%
LFG
161
Larson Financial Group
Missouri
$12.6K 235 -259 -52%
TWM
162
Tradition Wealth Management
Minnesota
$11K 200
AWM
163
Able Wealth Management
New Jersey
$9.7K 181 +181 New
CB
164
CNB Bank
Pennsylvania
$9.37K 175
IPW
165
Impact Partnership Wealth
Georgia
$9K 168
AAG
166
Armstrong Advisory Group
Massachusetts
$8.25K 154 +154 New
FBC
167
Fairfield, Bush & Co
Connecticut
$8.03K 150 +150 New
SHIM
168
Stone House Investment Management
Pennsylvania
$8K 149 -260 -64%
MSG
169
Main Street Group
Virginia
$7.76K 145 +145 New
BHWM
170
Beaird Harris Wealth Management
Texas
$6.52K 122 +1 +0.8%
PMFA
171
Plante Moran Financial Advisors
Michigan
$6.43K 120
AIP
172
Ameritas Investment Partners
Nebraska
$6.27K 117
GWMIA
173
Global Wealth Management Investment Advisory
Florida
$5.36K 100
BFPW
174
BOK Financial Private Wealth
Colorado
$4.66K 87
AWM
175
Avior Wealth Management
Nebraska
$4.15K 77