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Fidelity MSCI Financials Index ETF

95 hedge funds and large institutions have $251M invested in Fidelity MSCI Financials Index ETF in 2017 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 43 increasing their positions, 27 reducing their positions, and 10 closing their positions.

Holders
95
Holders Change
+4
Holders Change %
+4.4%
% of All Funds
2.37%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
16
Increased
43
Reduced
27
Closed
10
Calls
$20K
Puts
Net Calls
+$20K
Net Calls Change
+$20K
Name Market Value Shares Shares
Change
Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$42M 1,154,627 +123,124 +12%
CFIA
2
Cantor Fitzgerald Investment Advisors
New York
$21.3M 586,746 +586,746 New
BFA
3
Beaumont Financial Advisors
Massachusetts
$19.7M 542,520 +65,064 +14%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$17.5M 481,830 -110,634 -19%
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$12M 330,121 +7,594 +2%
TPWA
6
TRUE Private Wealth Advisors
Oregon
$10.4M 285,402 -3,154 -1%
BCI
7
Brinker Capital Investments
Pennsylvania
$7.89M 217,063 +39,406 +22%
CPSAC
8
Chas P. Smith & Associates (CPS)
Florida
$7.12M 196,023 +5,226 +3%
ST
9
Spinnaker Trust
Maine
$6.51M 179,153 +7,695 +4%
Morgan Stanley
10
Morgan Stanley
New York
$5.97M 164,250 +25,234 +18%
Ameriprise
11
Ameriprise
Minnesota
$5.94M 163,113 +47,460 +41%
BRCM
12
Bright Rock Capital Management
Massachusetts
$5.41M 148,956 -7,344 -5%
RW
13
Rand Wealth
Maryland
$5.24M 144,152 +13,051 +10%
ASN
14
Advisory Services Network
Georgia
$4.98M 136,929 -4,882 -3%
Bank of America
15
Bank of America
North Carolina
$4.72M 129,757 +92,227 +246%
SSW
16
Smith Shellnut Wilson
Mississippi
$4.1M 149,182 +149,182 New
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$3.83M 105,379 +2,136 +2%
DLCIG
18
D.L. Carlson Investment Group
New Hampshire
$3.81M 104,773 +104,773 New
Wells Fargo
19
Wells Fargo
California
$3.73M 102,498 -134,475 -57%
LPL Financial
20
LPL Financial
California
$3.59M 98,829 +7,544 +8%
Northern Trust
21
Northern Trust
Illinois
$3.59M 98,654
VC
22
Vicus Capital
Pennsylvania
$3.58M 98,415 -20,887 -18%
Mariner
23
Mariner
Kansas
$3.15M 86,608 +6,572 +8%
SPC
24
Sigma Planning Corp
Michigan
$3M 82,455 +27,627 +50%
Lido Advisors
25
Lido Advisors
California
$2.82M 77,654 +19,002 +32%