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Fidelity MSCI Financials Index ETF

183 hedge funds and large institutions have $464M invested in Fidelity MSCI Financials Index ETF in 2022 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 53 increasing their positions, 63 reducing their positions, and 26 closing their positions.

Holders
183
Holders Change
-11
Holders Change %
-5.67%
% of All Funds
3.09%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
17
Increased
53
Reduced
63
Closed
26
Calls
$835K
Puts
Net Calls
+$835K
Net Calls Change
+$455K
Name Market Value Shares Shares
Change
Shares
Change %
Charles Schwab
1
Charles Schwab
California
$91.9M 2,059,670 +102,022 +5%
Lido Advisors
2
Lido Advisors
California
$62.2M 1,394,539 +66,580 +5%
FSC
3
Full Sail Capital
Oklahoma
$22.4M 500,991 -15,728 -3%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$20.8M 466,772 -139,141 -23%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$17.6M 395,201 +15,791 +4%
CWM
6
Congress Wealth Management
Massachusetts
$17.1M 382,202 -4,548 -1%
BCI
7
Brinker Capital Investments
Pennsylvania
$12M 269,070 +10,476 +4%
LPL Financial
8
LPL Financial
California
$11.7M 263,018 +70,534 +37%
Wells Fargo
9
Wells Fargo
California
$9.56M 214,312 +2,880 +1%
Ameriprise
10
Ameriprise
Minnesota
$9.11M 207,597 +11,649 +6%
Morgan Stanley
11
Morgan Stanley
New York
$8.63M 193,373 +23,542 +14%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$7.85M 175,767 +74,693 +74%
BCM
13
Brookstone Capital Management
Illinois
$7.14M 156,826 +125,417 +399%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$6.98M 156,282 -6,102 -4%
HighTower Advisors
15
HighTower Advisors
Illinois
$6.95M 156,156 +12,161 +8%
Stifel Financial
16
Stifel Financial
Missouri
$6.78M 151,803 +15,817 +12%
5L
17
55I LLC
Massachusetts
$6.05M 135,589 -6,295 -4%
Bank of America
18
Bank of America
North Carolina
$6M 134,509 -25,973 -16%
KAS
19
Kestra Advisory Services
Texas
$5.39M 120,860 -176,013 -59%
Osaic Holdings
20
Osaic Holdings
Arizona
$4.8M 107,456 -50,398 -32%
GGS
21
Galvin Gaustad & Stein
Arizona
$4.77M 106,873 +5,404 +5%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$4.33M 96,925 -70,331 -42%
JPMorgan Chase & Co
23
JPMorgan Chase & Co
New York
$4.09M 91,666 +25,400 +38%
UWM
24
USAdvisors Wealth Management
Minnesota
$3.94M 88,283 +785 +0.9%
PCS
25
Personal CFO Solutions
New Jersey
$3.86M 86,370 -24,774 -22%