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Fidelity MSCI Financials Index ETF

128 hedge funds and large institutions have $336M invested in Fidelity MSCI Financials Index ETF in 2018 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 38 increasing their positions, 50 reducing their positions, and 41 closing their positions.

Holders
128
Holders Change
-22
Holders Change %
-14.67%
% of All Funds
2.86%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
24
Increased
38
Reduced
50
Closed
41
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$53.4M 1,545,734 -1,349,841 -47%
FI
2
FormulaFolio Investments
Michigan
$41.5M 1,027,897 -264 -0%
Wells Fargo
3
Wells Fargo
California
$16M 462,004 +131,570 +40%
Lido Advisors
4
Lido Advisors
California
$14.6M 423,686 +77,272 +22%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$14M 404,770 -124,467 -24%
Bank of America
6
Bank of America
North Carolina
$12.8M 370,018 +118,697 +47%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$10.9M 316,590 -513,358 -62%
Morgan Stanley
8
Morgan Stanley
New York
$9.99M 288,952 -208,538 -42%
BCI
9
Brinker Capital Investments
Pennsylvania
$9.78M 283,005 -42,854 -13%
VC
10
Vicus Capital
Pennsylvania
$7.92M 229,069 +16,535 +8%
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$7.62M 220,428 -69,444 -24%
UBS Group
12
UBS Group
Switzerland
$6.78M 196,305 +169,817 +641%
CPSAC
13
Chas P. Smith & Associates (CPS)
Florida
$6.68M 193,271 +7,218 +4%
HighTower Advisors
14
HighTower Advisors
Illinois
$6.34M 184,160 -29,064 -14%
Stifel Financial
15
Stifel Financial
Missouri
$6.16M 178,105 +178,105 New
Ameriprise
16
Ameriprise
Minnesota
$5.88M 170,210 -3,017 -2%
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$5.26M 152,035 -157,267 -51%
ST
18
Spinnaker Trust
Maine
$5.02M 145,160 -24,287 -14%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$4.94M 142,793 +8,752 +7%
FPGK
20
Financial Partners Group (Kansas)
Kansas
$4.91M 142,181 +21,480 +18%
FSC
21
Full Sail Capital
Oklahoma
$4.84M 140,090 +140,090 New
Jane Street
22
Jane Street
New York
$4.4M 127,304 -402 -0.3%
CW
23
Cobiz Wealth
Colorado
$4.34M 125,534 +125,534 New
FAAS
24
First Allied Advisory Services
California
$4.03M 116,937 +13,934 +14%
SPC
25
Sigma Planning Corp
Michigan
$3.84M 110,998 -5,936 -5%