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Fidelity MSCI Financials Index ETF

130 hedge funds and large institutions have $187M invested in Fidelity MSCI Financials Index ETF in 2020 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 31 increasing their positions, 49 reducing their positions, and 17 closing their positions.

Holders
130
Holders Change
+2
Holders Change %
+1.56%
% of All Funds
2.63%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
31
Reduced
49
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Lido Advisors
1
Lido Advisors
California
$25.3M 748,306 -41,709 -5%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$17.9M 529,764 +397,611 +301%
PAG
3
Pinnacle Advisory Group
Maryland
$12.8M 378,125 +5,670 +2%
FSC
4
Full Sail Capital
Oklahoma
$12.3M 342,429 +56,045 +20%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$10.9M 321,549 -68,331 -18%
BFA
6
Beaumont Financial Advisors
Massachusetts
$8.74M 258,368 +258,368 New
Osaic Holdings
7
Osaic Holdings
Arizona
$7.83M 231,569 +134,401 +138%
BCI
8
Brinker Capital Investments
Pennsylvania
$6.07M 179,319 +42,254 +31%
Wells Fargo
9
Wells Fargo
California
$5.53M 163,609 -38,792 -19%
Stifel Financial
10
Stifel Financial
Missouri
$5M 147,960 -1,519 -1%
5L
11
55I LLC
Massachusetts
$4.74M 140,034 +38,860 +38%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$4.56M 134,959 -5,080 -4%
VC
13
Vicus Capital
Pennsylvania
$4.28M 126,607 -86,430 -41%
Morgan Stanley
14
Morgan Stanley
New York
$4.08M 120,712 -17,132 -12%
HighTower Advisors
15
HighTower Advisors
Illinois
$4M 117,730 -150,516 -56%
KAS
16
Kestra Advisory Services
Texas
$3.27M 96,773 +96,773 New
Bank of America
17
Bank of America
North Carolina
$3M 88,537 -37,163 -30%
LPL Financial
18
LPL Financial
California
$2.38M 70,247 +21,063 +43%
Citadel Advisors
19
Citadel Advisors
Florida
$2.21M 65,359 -49,110 -43%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$2.03M 59,868 -20,175 -25%
NAM
21
NorthCoast Asset Management
Connecticut
$1.92M 56,671 +37,107 +190%
ECM
22
Exchange Capital Management
Michigan
$1.85M 54,684 -288 -0.5%
SW
23
SVB Wealth
Massachusetts
$1.7M 50,287 -26,492 -35%
Ameriprise
24
Ameriprise
Minnesota
$1.66M 48,839 -31,909 -40%
FIM
25
Freedom Investment Management
Connecticut
$1.65M 48,883 +48,883 New