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Fidelity MSCI Financials Index ETF
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Overview Fund Activity

184 hedge funds and large institutions have $678M invested in Fidelity MSCI Financials Index ETF in 2021 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 64 increasing their positions, 56 reducing their positions, and 15 closing their positions.

Holders
184
Holders Change
+9
Holders Change %
+5.14%
% of All Funds
3.23%
Holding in Top 10
1
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-80%
% of All Funds
0.02%
New
26
Increased
64
Reduced
56
Closed
15
Calls
$581K
Puts
–
Net Calls
+$581K
Net Calls Change
+$412K

Top Buyers

1
BCM
1
Brookstone Capital Management
Illinois
$30.5M
2
Lido Advisors
2
Lido Advisors
California
$67.7M
3
BFA
3
Beaumont Financial Advisors
Massachusetts
$9.82M
4
EFL
4
ERn Financial LLC
Wisconsin
$4.83M
5
FSC
5
Full Sail Capital
Oklahoma
$27.3M

Top Sellers

1
EF
1
Empowered Funds
Pennsylvania
$0
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$36.6M
3
QAM
3
Q3 Asset Management
Michigan
$0
4
FIM
4
Freedom Investment Management
Connecticut
$22.1M
5
HI
5
Harbour Investments
Wisconsin
$325K
Name Market Value Shares Shares
Change 		Shares
Change %
Charles Schwab
1
Charles Schwab
California
$176M 3,275,731 +40,106 +1%
Lido Advisors
2
Lido Advisors
California
$67.7M 1,261,672 +294,904 +31%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$36.6M 681,326 -141,909 -17%
BCM
4
Brookstone Capital Management
Illinois
$30.5M 555,266 +555,266 New
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$28.1M 523,213 -47,914 -8%
FSC
6
Full Sail Capital
Oklahoma
$27.3M 509,334 +76,295 +18%
FIM
7
Freedom Investment Management
Connecticut
$22.1M 411,092 -98,908 -19%
KAS
8
Kestra Advisory Services
Texas
$20.5M 382,546 +12,295 +3%
BCI
9
Brinker Capital Investments
Pennsylvania
$17.1M 319,201 -8,761 -3%
NAM
10
NorthCoast Asset Management
Connecticut
$14.1M 261,873 -12,682 -5%
Wells Fargo
11
Wells Fargo
California
$11.7M 218,055 +16,208 +8%
Osaic Holdings
12
Osaic Holdings
Arizona
$11.6M 216,654 -18,652 -8%
BFA
13
Beaumont Financial Advisors
Massachusetts
$9.82M 182,912 +142,880 +357%
Morgan Stanley
14
Morgan Stanley
New York
$9.76M 181,824 -20,514 -10%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$9.01M 167,856 -24,218 -13%
Ameriprise
16
Ameriprise
Minnesota
$8.57M 159,671 +12,455 +8%
Stifel Financial
17
Stifel Financial
Missouri
$8.02M 149,321 -407 -0.3%
5L
18
55I LLC
Massachusetts
$7.4M 137,920 +6,907 +5%
HighTower Advisors
19
HighTower Advisors
Illinois
$7.3M 136,109 -48,163 -26%
DWP
20
Destiny Wealth Partners
Florida
$6.22M 115,758 +6,271 +6%
CAL
21
Capital Analysts LLC
Pennsylvania
$5.92M 110,227 +2,399 +2%
SHIM
22
Stone House Investment Management
Pennsylvania
$5.87M 112,033 – –
LPL Financial
23
LPL Financial
California
$5.44M 101,279 +34,129 +51%
GGS
24
Galvin Gaustad & Stein
Arizona
$5.3M 98,789 +6,840 +7%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$5.03M 93,650 +17,083 +22%
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