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Fidelity MSCI Financials Index ETF

137 hedge funds and large institutions have $544M invested in Fidelity MSCI Financials Index ETF in 2018 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 67 increasing their positions, 24 reducing their positions, and 4 closing their positions.

Holders
137
Holders Change
+21
Holders Change %
+18.1%
% of All Funds
3.14%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
26
Increased
67
Reduced
24
Closed
4
Calls
$864K
Puts
Net Calls
+$864K
Net Calls Change
+$861K
Name Market Value Shares Shares
Change
Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$121M 2,986,375 +2,986,375 New
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$47.4M 1,198,304 +465,373 +63%
FI
3
FormulaFolio Investments
Michigan
$43.7M 1,082,712 +131,355 +14%
BFA
4
Beaumont Financial Advisors
Massachusetts
$36.9M 914,058 +399,576 +78%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$27.3M 676,890 +103,557 +18%
CFIA
6
Cantor Fitzgerald Investment Advisors
New York
$23.8M 590,189 +9,157 +2%
LTFS
7
Ladenburg Thalmann Financial Services
Florida
$19.4M 481,183 +15,906 +3%
HighTower Advisors
8
HighTower Advisors
Illinois
$15.4M 381,874 +207,652 +119%
Wells Fargo
9
Wells Fargo
California
$13.5M 333,863 +20,406 +7%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$10.8M 266,236 +86,372 +48%
BCI
11
Brinker Capital Investments
Pennsylvania
$9.97M 246,854 -93 -0%
TPWA
12
TRUE Private Wealth Advisors
Oregon
$9.88M 244,619 +10,561 +5%
Morgan Stanley
13
Morgan Stanley
New York
$9.85M 243,925 +56,882 +30%
LI
14
LVZ Inc
Michigan
$9.19M 227,629 +227,629 New
Bank of America
15
Bank of America
North Carolina
$9.16M 226,882 +7,333 +3%
Lido Advisors
16
Lido Advisors
California
$7.69M 190,288 +57,041 +43%
CPSAC
17
Chas P. Smith & Associates (CPS)
Florida
$7.43M 183,946 -3,272 -2%
Ameriprise
18
Ameriprise
Minnesota
$7.19M 178,312 -20,333 -10%
DCM
19
DeGreen Capital Management
Arizona
$6.96M 172,308 +3,869 +2%
ST
20
Spinnaker Trust
Maine
$6.92M 171,283 -12,330 -7%
RW
21
Rand Wealth
Maryland
$6.47M 160,256 +11,156 +7%
ASN
22
Advisory Services Network
Georgia
$6.29M 155,797 +49,713 +47%
SPC
23
Sigma Planning Corp
Michigan
$6M 148,582 +32,746 +28%
NR
24
Newfound Research
Massachusetts
$5.79M 143,460 +82,100 +134%
VC
25
Vicus Capital
Pennsylvania
$5.54M 137,180 +30,242 +28%