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Fidelity MSCI Financials Index ETF

196 hedge funds and large institutions have $632M invested in Fidelity MSCI Financials Index ETF in 2021 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 69 increasing their positions, 51 reducing their positions, and 17 closing their positions.

Holders
196
Holders Change
+12
Holders Change %
+6.52%
% of All Funds
3.03%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
35
Increased
69
Reduced
51
Closed
17
Calls
$1K
Puts
Net Calls
+$1K
Net Calls Change
-$580K
Name Market Value Shares Shares
Change
Shares
Change %
Charles Schwab
1
Charles Schwab
California
$108M 1,925,063 -1,350,668 -41%
Lido Advisors
2
Lido Advisors
California
$68.9M 1,231,443 -30,229 -2%
FSC
3
Full Sail Capital
Oklahoma
$31.4M 573,383 +64,049 +13%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$29.1M 520,746 -2,467 -0.5%
BCM
5
Brookstone Capital Management
Illinois
$26.2M 448,005 -107,261 -19%
KAS
6
Kestra Advisory Services
Texas
$23.4M 418,259 +35,713 +9%
CWM
7
Congress Wealth Management
Massachusetts
$23.2M 415,138 +415,138 New
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$21M 375,902 -305,424 -45%
BCI
9
Brinker Capital Investments
Pennsylvania
$20.2M 360,932 +41,731 +13%
Osaic Holdings
10
Osaic Holdings
Arizona
$14.4M 257,363 +40,709 +19%
BFA
11
Beaumont Financial Advisors
Massachusetts
$12.9M 230,922 +48,010 +26%
Wells Fargo
12
Wells Fargo
California
$10.8M 193,902 -24,153 -11%
HighTower Advisors
13
HighTower Advisors
Illinois
$10.4M 186,172 +50,063 +37%
Morgan Stanley
14
Morgan Stanley
New York
$9.54M 170,581 -11,243 -6%
Ameriprise
15
Ameriprise
Minnesota
$9.31M 166,499 +6,828 +4%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$9.12M 163,045 -4,811 -3%
5L
17
55I LLC
Massachusetts
$7.88M 140,908 +2,988 +2%
Stifel Financial
18
Stifel Financial
Missouri
$7.54M 134,838 -14,483 -10%
FIM
19
Freedom Investment Management
Connecticut
$7.5M 134,172 -276,920 -67%
CAL
20
Capital Analysts LLC
Pennsylvania
$7.34M 131,318 +21,091 +19%
LPL Financial
21
LPL Financial
California
$7.17M 128,233 +26,954 +27%
Bank of America
22
Bank of America
North Carolina
$6.89M 123,195 +55,060 +81%
DWP
23
Destiny Wealth Partners
Florida
$6.65M 118,986 +3,228 +3%
EFL
24
ERn Financial LLC
Wisconsin
$6.39M 114,261 +24,319 +27%
AWM
25
AE Wealth Management
Kansas
$6.28M 112,215 +43,728 +64%