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Fidelity MSCI Financials Index ETF

175 hedge funds and large institutions have $648M invested in Fidelity MSCI Financials Index ETF in 2021 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 80 increasing their positions, 39 reducing their positions, and 15 closing their positions.

Holders
175
Holders Change
+7
Holders Change %
+4.17%
% of All Funds
3.06%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.09%
New
23
Increased
80
Reduced
39
Closed
15
Calls
$452K
Puts
$283K
Net Calls
+$169K
Net Calls Change
+$169K
Name Market Value Shares Shares
Change
Shares
Change %
Charles Schwab
1
Charles Schwab
California
$169M 3,235,625 -1,040,517 -24%
Lido Advisors
2
Lido Advisors
California
$50.6M 966,768 -16,233 -2%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$43.1M 823,235 +31,864 +4%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$29.9M 571,127 +95,862 +20%
FIM
5
Freedom Investment Management
Connecticut
$26.7M 510,000 +54,023 +12%
EF
6
Empowered Funds
Pennsylvania
$24.4M 465,902 +465,902 New
FSC
7
Full Sail Capital
Oklahoma
$22.7M 433,039 +67,100 +18%
KAS
8
Kestra Advisory Services
Texas
$19.4M 370,251 +162,287 +78%
BCI
9
Brinker Capital Investments
Pennsylvania
$17.2M 327,962 -10,094 -3%
NAM
10
NorthCoast Asset Management
Connecticut
$14.4M 274,555 +172,351 +169%
Osaic Holdings
11
Osaic Holdings
Arizona
$12.3M 235,306 +18,155 +8%
Morgan Stanley
12
Morgan Stanley
New York
$10.6M 202,338 -2,250 -1%
Wells Fargo
13
Wells Fargo
California
$10.6M 201,847 +15,081 +8%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$10.1M 192,074 +43,877 +30%
HighTower Advisors
15
HighTower Advisors
Illinois
$9.67M 184,272 +49,861 +37%
Stifel Financial
16
Stifel Financial
Missouri
$7.84M 149,728 -5,562 -4%
Ameriprise
17
Ameriprise
Minnesota
$7.71M 147,216 -2,350 -2%
5L
18
55I LLC
Massachusetts
$6.86M 131,013 +310 +0.2%
SHIM
19
Stone House Investment Management
Pennsylvania
$5.87M 112,033 +112,033 New
DWP
20
Destiny Wealth Partners
Florida
$5.73M 109,487 +10,473 +11%
QAM
21
Q3 Asset Management
Michigan
$5.69M 108,631 +108,631 New
CAL
22
Capital Analysts LLC
Pennsylvania
$5.65M 107,828 +6,083 +6%
GGS
23
Galvin Gaustad & Stein
Arizona
$4.81M 91,949 +924 +1%
UWM
24
USAdvisors Wealth Management
Minnesota
$4.49M 85,755 +373 +0.4%
BIP
25
Bouvel Investment Partners
Pennsylvania
$4.16M 79,379 +24,037 +43%