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Fidelity MSCI Financials Index ETF

243 hedge funds and large institutions have $1.06B invested in Fidelity MSCI Financials Index ETF in 2024 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 85 increasing their positions, 49 reducing their positions, and 11 closing their positions.

Holders
243
Holders Change
+44
Holders Change %
+22.11%
% of All Funds
3.24%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
58
Increased
85
Reduced
49
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Citadel Advisors
151
Citadel Advisors
Florida
$229K 3,337 -1,403 -30%
Franklin Resources
152
Franklin Resources
California
$227K 3,306
BW
153
BIP Wealth
Georgia
$225K 3,274 +3,274 New
MFG
154
Monte Financial Group
Connecticut
$224K 3,255 +3,255 New
EFS
155
Essex Financial Services
Connecticut
$222K 3,237 +3,237 New
CL
156
Choreo LLC
Illinois
$222K 3,235 +3,235 New
HAS
157
HBW Advisory Services
California
$219K 3,183 -243 -7%
FFA
158
Farther Finance Advisors
California
$217K 3,163 +2 +0.1%
VWA
159
Visionary Wealth Advisors
Illinois
$209K 3,036 +3,036 New
RRA
160
Round Rock Advisors
Connecticut
$206K 3,000 +3,000 New
DWM
161
Dakota Wealth Management
Florida
$206K 3,000 +3,000 New
AWA
162
Amplius Wealth Advisors
Pennsylvania
$206K 2,998 +2,998 New
AWA
163
Arkadios Wealth Advisors
Georgia
$203K 2,961 +2,961 New
MHR
164
Matthew Hamilton Rosenberg
$201K 2,928
AWA
165
Arete Wealth Advisors
Illinois
$200K 2,917 +2,917 New
SOAMC
166
Spirit of America Management Corp
New York
$190K 2,771 +213 +8%
US Bancorp
167
US Bancorp
Minnesota
$180K 2,622 +2,622 New
VNA
168
Valley National Advisers
Pennsylvania
$155K 2,267
William Blair & Company
169
William Blair & Company
Illinois
$147K 2,138 +1,250 +141%
WBC
170
West Branch Capital
Massachusetts
$119K 1,730
SMA
171
Sage Mountain Advisors
Georgia
$116K 1,686
MCM
172
MAI Capital Management
Ohio
$111K 1,621 +1,621 New
BWL
173
Bogart Wealth LLC
Virginia
$106K 1,544
HI
174
Harbour Investments
Wisconsin
$105K 1,527 -90 -6%
MG
175
Mather Group
Illinois
$104K 1,517