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Fidelity MSCI Financials Index ETF

180 hedge funds and large institutions have $483M invested in Fidelity MSCI Financials Index ETF in 2022 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 64 increasing their positions, 58 reducing their positions, and 15 closing their positions.

Holders
180
Holders Change
-3
Holders Change %
-1.64%
% of All Funds
3.11%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
14
Increased
64
Reduced
58
Closed
15
Calls
$715K
Puts
Net Calls
+$715K
Net Calls Change
-$120K
Name Market Value Shares Shares
Change
Shares
Change %
Charles Schwab
1
Charles Schwab
California
$92.4M 2,145,966 +86,296 +4%
Lido Advisors
2
Lido Advisors
California
$65.3M 1,515,492 +120,953 +9%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$29.1M 675,248 +208,476 +45%
FSC
4
Full Sail Capital
Oklahoma
$21.3M 493,637 -7,354 -1%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$17.8M 413,990 +18,789 +5%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$17.3M 401,452 +390,034 +3,416%
CWM
7
Congress Wealth Management
Massachusetts
$15M 348,955 -33,247 -9%
BCI
8
Brinker Capital Investments
Pennsylvania
$13.8M 320,175 +51,105 +19%
LPL Financial
9
LPL Financial
California
$11.6M 269,495 +6,477 +2%
Wells Fargo
10
Wells Fargo
California
$9.31M 216,121 +1,809 +0.8%
Morgan Stanley
11
Morgan Stanley
New York
$9.18M 213,063 +19,690 +10%
Ameriprise
12
Ameriprise
Minnesota
$9.04M 209,765 +2,168 +1%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$7.14M 165,807 +133,490 +413%
HighTower Advisors
14
HighTower Advisors
Illinois
$6.71M 155,787 -369 -0.2%
Stifel Financial
15
Stifel Financial
Missouri
$6.48M 150,472 -1,331 -0.9%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$6.47M 150,254 -6,028 -4%
Citadel Advisors
17
Citadel Advisors
Florida
$5.89M 136,614 +116,200 +569%
Bank of America
18
Bank of America
North Carolina
$5.64M 130,876 -3,633 -3%
KAS
19
Kestra Advisory Services
Texas
$5.52M 128,125 +7,265 +6%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$5.42M 125,726 -50,041 -28%
5L
21
55I LLC
Massachusetts
$5.42M 125,746 -9,843 -7%
GGS
22
Galvin Gaustad & Stein
Arizona
$5.22M 121,127 +14,254 +13%
Osaic Holdings
23
Osaic Holdings
Arizona
$4.76M 110,400 +2,944 +3%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$4.28M 99,277 +2,352 +2%
UWM
25
USAdvisors Wealth Management
Minnesota
$3.83M 88,808 +525 +0.6%