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Fidelity MSCI Financials Index ETF

128 hedge funds and large institutions have $406M invested in Fidelity MSCI Financials Index ETF in 2019 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 38 increasing their positions, 49 reducing their positions, and 14 closing their positions.

Holders
128
Holders Change
+2
Holders Change %
+1.59%
% of All Funds
2.78%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.04%
New
17
Increased
38
Reduced
49
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$81.9M 2,041,608 -62,247 -3%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$38.6M 962,647 +142,694 +17%
Lido Advisors
3
Lido Advisors
California
$22M 549,516 +60,571 +12%
BFA
4
Beaumont Financial Advisors
Massachusetts
$21.3M 530,112 -7,230 -1%
Wells Fargo
5
Wells Fargo
California
$19.4M 483,640 +6,938 +1%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$14.4M 358,193 -39,787 -10%
FSC
7
Full Sail Capital
Oklahoma
$12.3M 311,271 +53,394 +21%
VC
8
Vicus Capital
Pennsylvania
$9.76M 243,497 -1,684 -0.7%
BCI
9
Brinker Capital Investments
Pennsylvania
$8.73M 217,596 -66,412 -23%
SW
10
SVB Wealth
Massachusetts
$8.71M 217,190 +217,190 New
Bank of America
11
Bank of America
North Carolina
$8.63M 215,316 -13,267 -6%
CPSAC
12
Chas P. Smith & Associates (CPS)
Florida
$8.12M 202,597 +5,688 +3%
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$8.03M 200,252 +32,141 +19%
Morgan Stanley
14
Morgan Stanley
New York
$7.33M 182,875 -18,125 -9%
FAAS
15
First Allied Advisory Services
California
$7.03M 175,249 +32,694 +23%
HighTower Advisors
16
HighTower Advisors
Illinois
$6.5M 162,289 -2,841 -2%
Stifel Financial
17
Stifel Financial
Missouri
$6.12M 152,650 -1,288 -0.8%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$5.74M 143,226 +99,712 +229%
ST
19
Spinnaker Trust
Maine
$5.69M 142,019 -779 -0.5%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$5.6M 139,615 +3,903 +3%
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$5.37M 133,870 -45,423 -25%
KCM
22
Karp Capital Management
California
$5.2M 129,705 +129,705 New
ASN
23
Advisory Services Network
Georgia
$5.06M 126,284 +62,828 +99%
SCP
24
Silverleafe Capital Partners
Tennessee
$4.84M 120,655 +51,509 +74%
SPC
25
Sigma Planning Corp
Michigan
$4.07M 101,449 -2,133 -2%