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Fidelity MSCI Financials Index ETF

175 hedge funds and large institutions have $648M invested in Fidelity MSCI Financials Index ETF in 2021 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 80 increasing their positions, 39 reducing their positions, and 15 closing their positions.

Holders
175
Holders Change
+7
Holders Change %
+4.17%
% of All Funds
3.06%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.09%
New
23
Increased
80
Reduced
39
Closed
15
Calls
$452K
Puts
$283K
Net Calls
+$169K
Net Calls Change
+$169K
Name Market Value Shares Shares
Change
Shares
Change %
HF
176
Halpern Financial
Virginia
$890 17
HWA
177
Heritage Wealth Advisors
Virginia
Rockefeller Capital Management
178
Rockefeller Capital Management
New York
-10,500 Closed
CRWM
179
Castle Rock Wealth Management
California
-10,175 Closed
Prudential Financial
180
Prudential Financial
New Jersey
-5,377 Closed
Creative Planning
181
Creative Planning
Kansas
-4,139 Closed
SFS
182
Sowell Financial Services
Arkansas
-3,725 Closed
EVM
183
Eaton Vance Management
Massachusetts
-2,500 Closed
VBCG
184
Valley Brook Capital Group
Pennsylvania
-1,492 Closed
IAIM
185
International Assets Investment Management
Florida
-702 Closed
MWM
186
Mascoma Wealth Management
New Hampshire
-500 Closed
APWA
187
Atlas Private Wealth Advisors
New Jersey
-397 Closed
RFA
188
Reilly Financial Advisors
California
-290 Closed
CWA
189
Carolina Wealth Advisors
South Carolina
-252 Closed
VFA
190
Valeo Financial Advisors
Indiana
-225 Closed
MWP
191
Meridian Wealth Partners
Pennsylvania
-116 Closed
HR
192
Howe & Rusling
New York
-34 Closed
CG
193
Cutler Group
California
FCMT
194
Founders Capital Management (Texas)
Texas
$0 6 +6 New