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Fidelity MSCI Financials Index ETF

176 hedge funds and large institutions have $459M invested in Fidelity MSCI Financials Index ETF in 2023 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 47 increasing their positions, 70 reducing their positions, and 18 closing their positions.

Holders
176
Holders Change
+2
Holders Change %
+1.15%
% of All Funds
2.78%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
22
Increased
47
Reduced
70
Closed
18
Calls
$4.98M
Puts
Net Calls
+$4.98M
Net Calls Change
+$4.34M
Name Market Value Shares Shares
Change
Shares
Change %
FGAM
176
Financial Gravity Asset Management
Texas
$269 47 +47 New
AA
177
Ancora Advisors
Ohio
EFM
178
Eley Financial Management
Vermont
-67,636 Closed
RJA
179
Raymond James & Associates
Florida
-23,948 Closed
Goldman Sachs
180
Goldman Sachs
New York
-16,215 Closed
BCM
181
Brookstone Capital Management
Illinois
-9,744 Closed
DLCIG
182
D.L. Carlson Investment Group
New Hampshire
-6,324 Closed
BAM
183
Belpointe Asset Management
Nevada
-3,386 Closed
SHIM
184
Stone House Investment Management
Pennsylvania
-2,226 Closed
Bank of Montreal
185
Bank of Montreal
Ontario, Canada
-861 Closed
AWM
186
Accel Wealth Management
Iowa
-691 Closed
VWM
187
Venturi Wealth Management
Texas
-489 Closed
NECFA
188
New England Capital Financial Advisors
Connecticut
-478 Closed
GFWA
189
Grey Fox Wealth Advisors
Delaware
-228 Closed
EWA
190
EverSource Wealth Advisors
Alabama
-160 Closed
EI
191
Ellevest Inc
New York
-154 Closed
Jones Financial Companies
192
Jones Financial Companies
Missouri
-153 Closed
CWP
193
Concord Wealth Partners
Virginia
-23 Closed
HF
194
Halpern Financial
Virginia
-17 Closed
AAG
195
Armstrong Advisory Group
Massachusetts
-15 Closed