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Fidelity MSCI Financials Index ETF
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Overview Fund Activity

183 hedge funds and large institutions have $464M invested in Fidelity MSCI Financials Index ETF in 2022 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 53 increasing their positions, 63 reducing their positions, and 26 closing their positions.

Holders
183
Holders Change
-11
Holders Change %
-5.67%
% of All Funds
3.09%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
17
Increased
53
Reduced
63
Closed
26
Calls
$835K
Puts
–
Net Calls
+$835K
Net Calls Change
+$455K

Top Buyers

1
BCM
1
Brookstone Capital Management
Illinois
$7.14M
2
Charles Schwab
2
Charles Schwab
California
$91.9M
3
TRCT
3
Tower Research Capital (TRC)
New York
$3.66M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$7.85M
5
LPL Financial
5
LPL Financial
California
$11.7M

Top Sellers

1
CW
1
Connectus Wealth
Ohio
$1.98M
2
DWP
2
Destiny Wealth Partners
Florida
$9K
3
VC
3
Vicus Capital
Pennsylvania
$3.52M
4
KAS
4
Kestra Advisory Services
Texas
$5.39M
5
BCM
5
Beaumont Capital Management
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AIL
176
AGF Investments LLC
Ontario, Canada
$2K 42 – –
PA
177
Parallel Advisors
California
$2K 49 +49 New
CTC
178
Central Trust Company
Missouri
$1K 25 -415 -94%
CA
179
Crewe Advisors
Utah
$1K 16 – –
CWP
180
Concord Wealth Partners
Virginia
$1K 23 – –
GI
181
Gradient Investments
Minnesota
$1K 18 +18 New
Bank of Montreal
182
Bank of Montreal
Ontario, Canada
$49 1,048 – –
BCM
183
Beaumont Capital Management
Massachusetts
– – -129,514 Closed
EFL
184
ERn Financial LLC
Wisconsin
– – -68,465 Closed
NF
185
Nvest Financial
New Hampshire
– – -43,252 Closed
CW
186
CreativeOne Wealth
Kansas
– – -12,163 Closed
BPA
187
Beacon Pointe Advisors
California
– – -10,533 Closed
USCWA
188
U.S. Capital Wealth Advisors
Texas
– – -9,978 Closed
WFA
189
WMG Financial Advisors
Tennessee
– – -8,318 Closed
CAG
190
Csenge Advisory Group
Florida
– – -6,673 Closed
RCWM
191
Royal Capital Wealth Management
Indiana
– – -5,349 Closed
UCFA
192
United Capital Financial Advisors
Texas
– – -4,671 Closed
AB
193
Atlas Brown
Kentucky
– – -4,461 Closed
KIA
194
KCM Investment Advisors
California
– – -4,214 Closed
MFG
195
Monte Financial Group
Connecticut
– – -4,136 Closed
ACM
196
Advisors Capital Management
New Jersey
– – -4,002 Closed
AIP
197
Almanack Investment Partners
Pennsylvania
– – -3,917 Closed
CG
198
Cutler Group
California
– – -1,200 Closed
LIA
199
LS Investment Advisors
Michigan
– – -1,158 Closed
FHA
200
First Horizon Advisors
Tennessee
– – -1,010 Closed
5 6 7
8
9