FNCL icon

Fidelity MSCI Financials Index ETF

99 hedge funds and large institutions have $303M invested in Fidelity MSCI Financials Index ETF in 2017 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 44 increasing their positions, 34 reducing their positions, and 7 closing their positions.

Holders
99
Holders Change
+4
Holders Change %
+4.21%
% of All Funds
2.47%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
12
Increased
44
Reduced
34
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$34.5M 909,189 -245,438 -21%
FI
2
FormulaFolio Investments
Michigan
$29.9M 786,634 +786,634 New
CFIA
3
Cantor Fitzgerald Investment Advisors
New York
$22.3M 587,036 +290 +0%
BFA
4
Beaumont Financial Advisors
Massachusetts
$21M 553,937 +11,417 +2%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$18M 474,698 -7,132 -1%
LTFS
6
Ladenburg Thalmann Financial Services
Florida
$12.5M 329,800 -321 -0.1%
TPWA
7
TRUE Private Wealth Advisors
Oregon
$10.6M 278,341 -7,061 -2%
BCI
8
Brinker Capital Investments
Pennsylvania
$9.5M 250,234 +33,171 +15%
Wells Fargo
9
Wells Fargo
California
$7.95M 209,254 +106,756 +104%
CPSAC
10
Chas P. Smith & Associates (CPS)
Florida
$7.32M 192,675 -3,348 -2%
Ameriprise
11
Ameriprise
Minnesota
$7.04M 185,178 +22,065 +14%
ST
12
Spinnaker Trust
Maine
$7.02M 184,782 +5,629 +3%
Morgan Stanley
13
Morgan Stanley
New York
$7M 184,197 +19,947 +12%
Bank of America
14
Bank of America
North Carolina
$6.63M 174,475 +44,718 +34%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$6.56M 172,691 +67,312 +64%
HighTower Advisors
16
HighTower Advisors
Illinois
$6.55M 171,602 +106,591 +164%
DCM
17
DeGreen Capital Management
Arizona
$6.04M 158,948 +4,164 +3%
BRCM
18
Bright Rock Capital Management
Massachusetts
$5.66M 148,956
RW
19
Rand Wealth
Maryland
$5.45M 143,566 -586 -0.4%
Lido Advisors
20
Lido Advisors
California
$4.39M 112,498 +34,844 +45%
ASN
21
Advisory Services Network
Georgia
$4.09M 107,748 -29,181 -21%
VC
22
Vicus Capital
Pennsylvania
$3.91M 103,059 +4,644 +5%
LPL Financial
23
LPL Financial
California
$3.63M 95,549 -3,280 -3%
SPC
24
Sigma Planning Corp
Michigan
$3.46M 91,065 +8,610 +10%
Mariner
25
Mariner
Kansas
$3.35M 88,195 +1,587 +2%