FNCL icon

Fidelity MSCI Financials Index ETF

133 hedge funds and large institutions have $169M invested in Fidelity MSCI Financials Index ETF in 2020 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 34 increasing their positions, 47 reducing their positions, and 30 closing their positions.

Holders
133
Holders Change
-14
Holders Change %
-9.52%
% of All Funds
2.94%
Holding in Top 10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
New
20
Increased
34
Reduced
47
Closed
30
Calls
Puts
$2K
Net Calls
-$2K
Net Calls Change
-$2K
Name Market Value Shares Shares
Change
Shares
Change %
Lido Advisors
1
Lido Advisors
California
$22.1M 753,211 +51,937 +7%
FI
2
FormulaFolio Investments
Michigan
$14.5M 494,157 +456,913 +1,227%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$10.8M 366,732 +51,781 +16%
Wells Fargo
4
Wells Fargo
California
$8.93M 303,778 -154,094 -34%
FSC
5
Full Sail Capital
Oklahoma
$7.58M 239,251 -95,225 -28%
VC
6
Vicus Capital
Pennsylvania
$6.8M 231,359 -3,466 -1%
CPSAC
7
Chas P. Smith & Associates (CPS)
Florida
$6.4M 217,928 +11,557 +6%
Stifel Financial
8
Stifel Financial
Missouri
$5.2M 176,855 +28,075 +19%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$4.63M 157,493 +126,935 +415%
FIM
10
Freedom Investment Management
Connecticut
$4.39M 98,208 +5,433 +6%
BCI
11
Brinker Capital Investments
Pennsylvania
$4.31M 146,577 -57,781 -28%
SW
12
SVB Wealth
Massachusetts
$4.28M 145,806 -51,955 -26%
ST
13
Spinnaker Trust
Maine
$4.12M 140,127 -1,928 -1%
Bank of America
14
Bank of America
North Carolina
$3.82M 130,103 -92,830 -42%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$3.22M 109,492 -803,788 -88%
Morgan Stanley
16
Morgan Stanley
New York
$2.97M 101,081 -72,752 -42%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$2.85M 96,901 +16,945 +21%
TRCT
18
Tower Research Capital (TRC)
New York
$2.81M 95,484 +95,484 New
BFPW
19
BOK Financial Private Wealth
Colorado
$2.68M 91,123 +91,123 New
PCS
20
Personal CFO Solutions
New Jersey
$2.39M 81,471 -13,221 -14%
5L
21
55I LLC
Massachusetts
$2.39M 72,268 -18,500 -20%
Mariner
22
Mariner
Kansas
$2.27M 77,337 -6,225 -7%
Osaic Holdings
23
Osaic Holdings
Arizona
$2.26M 76,617 +76,617 New
ACA
24
Atlas Capital Advisors
Wyoming
$2.23M 75,920 +13,818 +22%
Jane Street
25
Jane Street
New York
$2.22M 75,484 +65,618 +665%