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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 %
CFD
151
Creative Financial Designs
Indiana
$26.7K 460
HWM
152
HighMark Wealth Management
Minnesota
$26.1K 450 +100 +29%
CIAS
153
Capital Investment Advisory Services
North Carolina
$23.2K 400 -220 -35%
SWM
154
Spire Wealth Management
Virginia
$23.2K 400
CFO
155
CVA Family Office
Colorado
$18.8K 325
EW
156
Element Wealth
Mississippi
$18.2K 314 +11 +4%
TWP
157
Triad Wealth Partners
Kansas
$17.4K 300 +300 New
OLVIG
158
Oliver Lagore Vanvalin Investment Group
Michigan
$16.7K 289
TCM
159
Tradewinds Capital Management
Washington
$16.7K 287 +1 +0.3%
EWA
160
EverSource Wealth Advisors
Alabama
$16.2K 262 +262 New
CFGS
161
Concourse Financial Group Securities
Alabama
$14.5K 250
CB
162
CNB Bank
Pennsylvania
$10.1K 175
BONH
163
Bank of New Hampshire
New Hampshire
$9.79K 169
IGWM
164
ICA Group Wealth Management
Colorado
$9.68K 167 -113 -40%
T
165
Tidemark
California
$8.69K 150 -289 -66%
MSG
166
Main Street Group
Virginia
$8.41K 145
HNB
167
Huntington National Bank
Ohio
BHWM
168
Beaird Harris Wealth Management
Texas
$7.12K 123 +1 +0.8%
PMFA
169
Plante Moran Financial Advisors
Michigan
$6.95K 120
CTB
170
Country Trust Bank
Illinois
$6.66K 115 +115 New
SIS
171
Sound Income Strategies
Florida
$5.85K 101 +101 New
BFPW
172
BOK Financial Private Wealth
Colorado
$5.04K 87
CIBC Private Wealth Group
173
CIBC Private Wealth Group
Georgia
$4.86K 83
RWPA
174
Richard W. Paul & Associates
Michigan
$4.35K 75
APC
175
Aspire Private Capital
North Carolina
$2.99K 52 +1 +2%