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Fidelity MSCI Financials Index ETF

197 hedge funds and large institutions have $533M invested in Fidelity MSCI Financials Index ETF in 2022 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 61 increasing their positions, 61 reducing their positions, and 15 closing their positions.

Holders
197
Holders Change
+17
Holders Change %
+9.44%
% of All Funds
3.18%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
37
Increased
61
Reduced
61
Closed
15
Calls
$916K
Puts
Net Calls
+$916K
Net Calls Change
+$201K
Name Market Value Shares Shares
Change
Shares
Change %
Charles Schwab
1
Charles Schwab
California
$106M 2,204,255 +58,289 +3%
Lido Advisors
2
Lido Advisors
California
$69.4M 1,446,762 -68,730 -5%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$30.1M 627,439 -47,809 -7%
FSC
4
Full Sail Capital
Oklahoma
$23.5M 490,067 -3,570 -0.7%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$20.3M 423,854 +9,864 +2%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$19.7M 410,513 +9,061 +2%
CWM
7
Congress Wealth Management
Massachusetts
$16.2M 337,700 -11,255 -3%
VC
8
Vicus Capital
Pennsylvania
$10.9M 226,502 +142,993 +171%
Morgan Stanley
9
Morgan Stanley
New York
$10.6M 222,100 +9,037 +4%
Osaic Holdings
10
Osaic Holdings
Arizona
$10.3M 213,711 +103,311 +94%
Wells Fargo
11
Wells Fargo
California
$10.1M 211,499 -4,622 -2%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$9.72M 202,666 +103,389 +104%
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$9.54M 199,013 +134,737 +210%
LPL Financial
14
LPL Financial
California
$8.66M 180,542 -88,953 -33%
Citadel Advisors
15
Citadel Advisors
Florida
$8.24M 171,983 +35,369 +26%
HighTower Advisors
16
HighTower Advisors
Illinois
$7.5M 156,489 +702 +0.5%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$7.29M 151,962 +1,708 +1%
Stifel Financial
18
Stifel Financial
Missouri
$7.23M 150,903 +431 +0.3%
KAS
19
Kestra Advisory Services
Texas
$6.71M 139,943 +11,818 +9%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$6.32M 131,830 +6,104 +5%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$5.59M 116,664 -49,143 -30%
GGS
22
Galvin Gaustad & Stein
Arizona
$5.47M 114,042 -7,085 -6%
Ameriprise
23
Ameriprise
Minnesota
$4.43M 92,354 -117,411 -56%
PCS
24
Personal CFO Solutions
New Jersey
$4.23M 88,330 +2,400 +3%
UWM
25
USAdvisors Wealth Management
Minnesota
$4.16M 86,841 -1,967 -2%