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Fidelity MSCI Financials Index ETF

168 hedge funds and large institutions have $595M invested in Fidelity MSCI Financials Index ETF in 2021 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 67 increasing their positions, 29 reducing their positions, and 12 closing their positions.

Holders
168
Holders Change
+26
Holders Change %
+18.31%
% of All Funds
2.96%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
39
Increased
67
Reduced
29
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Charles Schwab
1
Charles Schwab
California
$209M 4,276,142 +4,276,142 New
Lido Advisors
2
Lido Advisors
California
$48.1M 983,001 +131,206 +15%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$38.7M 791,371 +315,904 +66%
PAG
4
Pinnacle Advisory Group
Maryland
$23.4M 478,539 +102,585 +27%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$23.3M 475,265 +119,534 +34%
FIM
6
Freedom Investment Management
Connecticut
$22.3M 455,977 +342,755 +303%
FSC
7
Full Sail Capital
Oklahoma
$18.2M 365,939 +28,069 +8%
BCI
8
Brinker Capital Investments
Pennsylvania
$16.5M 338,056 +166,428 +97%
Osaic Holdings
9
Osaic Holdings
Arizona
$10.6M 217,151 +21,355 +11%
KAS
10
Kestra Advisory Services
Texas
$10.2M 207,964 +99,422 +92%
Morgan Stanley
11
Morgan Stanley
New York
$10M 204,588 +74,570 +57%
Wells Fargo
12
Wells Fargo
California
$9.14M 186,766 +63,717 +52%
BFA
13
Beaumont Financial Advisors
Massachusetts
$8.02M 163,764 -35,318 -18%
Stifel Financial
14
Stifel Financial
Missouri
$7.6M 155,290 +5,794 +4%
Ameriprise
15
Ameriprise
Minnesota
$7.28M 149,566 +122,486 +452%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$7.25M 148,197 +21,046 +17%
HighTower Advisors
17
HighTower Advisors
Illinois
$6.57M 134,411 +25,029 +23%
5L
18
55I LLC
Massachusetts
$6.4M 130,703 -4,108 -3%
NAM
19
NorthCoast Asset Management
Connecticut
$5.01M 102,204 -27,427 -21%
CAL
20
Capital Analysts LLC
Pennsylvania
$4.98M 101,745 +101,745 New
DWP
21
Destiny Wealth Partners
Florida
$4.85M 99,014 +98,177 +11,730%
GGS
22
Galvin Gaustad & Stein
Arizona
$4.46M 91,025 +2,355 +3%
UWM
23
USAdvisors Wealth Management
Minnesota
$4.18M 85,382 +397 +0.5%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$3.22M 65,853 +3,981 +6%
LPL Financial
25
LPL Financial
California
$3.12M 63,810 +7,147 +13%