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Fidelity MSCI Financials Index ETF

147 hedge funds and large institutions have $342M invested in Fidelity MSCI Financials Index ETF in 2019 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 41 increasing their positions, 50 reducing their positions, and 10 closing their positions.

Holders
147
Holders Change
+21
Holders Change %
+16.67%
% of All Funds
2.9%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
34
Increased
41
Reduced
50
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$40.6M 913,280 +16,330 +2%
Lido Advisors
2
Lido Advisors
California
$31.2M 701,274 +56,555 +9%
Wells Fargo
3
Wells Fargo
California
$20.3M 457,872 +12,092 +3%
BFA
4
Beaumont Financial Advisors
Massachusetts
$17.7M 398,065 -98,648 -20%
FSC
5
Full Sail Capital
Oklahoma
$15.1M 334,476 +16,004 +5%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$14M 314,951 +4,902 +2%
HighTower Advisors
7
HighTower Advisors
Illinois
$12.9M 291,754 +129,075 +79%
VC
8
Vicus Capital
Pennsylvania
$10.4M 234,825 -4,500 -2%
Bank of America
9
Bank of America
North Carolina
$9.9M 222,933 -2,244 -1%
FAAS
10
First Allied Advisory Services
California
$9.43M 212,306 +9,802 +5%
CPSAC
11
Chas P. Smith & Associates (CPS)
Florida
$9.17M 206,371 +4,048 +2%
BCI
12
Brinker Capital Investments
Pennsylvania
$9.08M 204,358 -7,631 -4%
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$9.07M 204,181 +23,707 +13%
SW
14
SVB Wealth
Massachusetts
$8.79M 197,761 -6,313 -3%
Morgan Stanley
15
Morgan Stanley
New York
$7.72M 173,833 +6,322 +4%
Stifel Financial
16
Stifel Financial
Missouri
$6.61M 148,780 -358 -0.2%
ST
17
Spinnaker Trust
Maine
$6.31M 142,055 -70 -0%
SCP
18
Silverleafe Capital Partners
Tennessee
$5.34M 120,128 -447 -0.4%
ASN
19
Advisory Services Network
Georgia
$4.66M 104,822 -21,462 -17%
PCS
20
Personal CFO Solutions
New Jersey
$4.21M 94,692 +94,692 New
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$4.13M 92,972 -25,657 -22%
FIM
22
Freedom Investment Management
Connecticut
$4.12M 92,775 +18,575 +25%
5L
23
55I LLC
Massachusetts
$4.03M 90,768 +41,519 +84%
Mariner
24
Mariner
Kansas
$3.71M 83,562 -6,826 -8%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$3.55M 79,956 +9,058 +13%