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Fidelity MSCI Financials Index ETF

142 hedge funds and large institutions have $245M invested in Fidelity MSCI Financials Index ETF in 2020 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 34 increasing their positions, 53 reducing their positions, and 14 closing their positions.

Holders
142
Holders Change
+12
Holders Change %
+9.23%
% of All Funds
2.52%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
26
Increased
34
Reduced
53
Closed
14
Calls
$1K
Puts
Net Calls
+$1K
Net Calls Change
+$1K
Name Market Value Shares Shares
Change
Shares
Change %
Lido Advisors
1
Lido Advisors
California
$36M 851,795 +103,489 +14%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$20.1M 475,467 -54,297 -10%
PAG
3
Pinnacle Advisory Group
Maryland
$15.9M 375,954 -2,171 -0.6%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$15M 355,731 +34,182 +11%
FSC
5
Full Sail Capital
Oklahoma
$14.5M 337,870 -4,559 -1%
BFA
6
Beaumont Financial Advisors
Massachusetts
$8.41M 199,082 -59,286 -23%
Osaic Holdings
7
Osaic Holdings
Arizona
$8.27M 195,796 -35,773 -15%
Citadel Advisors
8
Citadel Advisors
Florida
$7.66M 181,305 +115,946 +177%
BCI
9
Brinker Capital Investments
Pennsylvania
$7.25M 171,628 -7,691 -4%
Stifel Financial
10
Stifel Financial
Missouri
$6.31M 149,496 +1,536 +1%
5L
11
55I LLC
Massachusetts
$5.69M 134,811 -5,223 -4%
Morgan Stanley
12
Morgan Stanley
New York
$5.49M 130,018 +9,306 +8%
NAM
13
NorthCoast Asset Management
Connecticut
$5.48M 129,631 +72,960 +129%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$5.37M 127,151 -7,808 -6%
Wells Fargo
15
Wells Fargo
California
$5.2M 123,049 -40,560 -25%
FIM
16
Freedom Investment Management
Connecticut
$4.78M 113,222 +64,339 +132%
HighTower Advisors
17
HighTower Advisors
Illinois
$4.61M 109,382 -8,348 -7%
KAS
18
Kestra Advisory Services
Texas
$4.53M 108,542 +11,769 +12%
GGS
19
Galvin Gaustad & Stein
Arizona
$3.74M 88,670 +88,670 New
UWM
20
USAdvisors Wealth Management
Minnesota
$3.59M 84,985 +2,370 +3%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$2.61M 61,872 +2,004 +3%
LPL Financial
22
LPL Financial
California
$2.39M 56,663 -13,584 -19%
ECM
23
Exchange Capital Management
Michigan
$2.21M 52,324 -2,360 -4%
Bank of America
24
Bank of America
North Carolina
$2.21M 52,293 -36,244 -41%
VC
25
Vicus Capital
Pennsylvania
$1.9M 44,926 -81,681 -65%