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Fidelity MSCI Financials Index ETF

195 hedge funds and large institutions have $568M invested in Fidelity MSCI Financials Index ETF in 2024 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 55 increasing their positions, 63 reducing their positions, and 23 closing their positions.

Holders
195
Holders Change
+4
Holders Change %
+2.09%
% of All Funds
2.83%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
27
Increased
55
Reduced
63
Closed
23
Calls
$316K
Puts
Net Calls
+$316K
Net Calls Change
+$47K
Name Market Value Shares Shares
Change
Shares
Change %
UCB
151
United Community Bank
South Carolina
$34.6K 582
First Manhattan
152
First Manhattan
New York
$32.7K 550
FWM
153
FSA Wealth Management
Massachusetts
$31.6K 532 +2 +0.4%
William Blair & Company
154
William Blair & Company
Illinois
$31.1K 524
GEA
155
Glen Eagle Advisors
New Jersey
$30.3K 510
BBHC
156
Brown Brothers Harriman & Co
New York
$28.9K 487 +487 New
CFD
157
Creative Financial Designs
Indiana
$27.3K 460
T
158
Tidemark
California
$26.1K 439 -115 -21%
SWM
159
Spire Wealth Management
Virginia
$23.8K 400
ACA
160
Aptus Capital Advisors
Alabama
$23K 387 +107 +38%
HWM
161
HighMark Wealth Management
Minnesota
$20.8K 350
CFO
162
CVA Family Office
Colorado
$19.3K 325 -100 -24%
EW
163
Element Wealth
Mississippi
$18K 303 +1 +0.3%
CA
164
CoreCap Advisors
Michigan
$17.3K 292 +292 New
OLVIG
165
Oliver Lagore Vanvalin Investment Group
Michigan
$17.2K 289
TCM
166
Tradewinds Capital Management
Washington
$17K 286 +1 +0.4%
IGWM
167
ICA Group Wealth Management
Colorado
$16.6K 280 -215 -43%
CFGS
168
Concourse Financial Group Securities
Alabama
$14.9K 250
TRCT
169
Tower Research Capital (TRC)
New York
$14.9K 250 +250 New
QCG
170
Quadrant Capital Group
Ohio
$14.6K 246
CB
171
CNB Bank
Pennsylvania
$10.4K 175
BONH
172
Bank of New Hampshire
New Hampshire
$10K 169 +169 New
IPW
173
Impact Partnership Wealth
Georgia
$9.98K 168
MSG
174
Main Street Group
Virginia
$8.55K 145
AAG
175
Armstrong Advisory Group
Massachusetts
$8.25K 154