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Fidelity MSCI Financials Index ETF
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Overview Fund Activity

176 hedge funds and large institutions have $459M invested in Fidelity MSCI Financials Index ETF in 2023 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 47 increasing their positions, 70 reducing their positions, and 18 closing their positions.

Holders
176
Holders Change
+2
Holders Change %
+1.15%
% of All Funds
2.78%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
22
Increased
47
Reduced
70
Closed
18
Calls
$4.98M
Puts
–
Net Calls
+$4.98M
Net Calls Change
+$4.34M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$31.6M
2
Lido Advisors
2
Lido Advisors
California
$88.5M
3
QS
3
Quantitative Strategies
California
$5.89M
4
CW
4
Connectus Wealth
Ohio
$8.14M
5
AM
5
AGF Management
Ontario, Canada
$5.39M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$531K
2
EWA
2
EP Wealth Advisors
California
$1.97M
3
KAS
3
Kestra Advisory Services
Texas
$5.01M
4
CI
4
CX Institutional
Indiana
$604K
5
EFM
5
Eley Financial Management
Vermont
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Charles Schwab
1
Charles Schwab
California
$102M 2,175,208 -63,848 -3%
Lido Advisors
2
Lido Advisors
California
$88.5M 1,879,995 +352,680 +23%
Bank of America
3
Bank of America
North Carolina
$31.6M 672,248 +611,894 +1,014%
FSC
4
Full Sail Capital
Oklahoma
$24.7M 525,544 +13,970 +3%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$16.2M 344,068 -23,241 -6%
CWM
6
Congress Wealth Management
Massachusetts
$14.8M 315,181 -10,795 -3%
Morgan Stanley
7
Morgan Stanley
New York
$9.3M 197,573 -17,155 -8%
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$9.13M 193,870 -1,337 -0.7%
CW
9
Connectus Wealth
Ohio
$8.14M 172,847 +60,608 +54%
LPL Financial
10
LPL Financial
California
$7.14M 151,597 -12,421 -8%
Osaic Holdings
11
Osaic Holdings
Arizona
$7.12M 151,180 -52,296 -26%
Stifel Financial
12
Stifel Financial
Missouri
$6.98M 148,236 +1,468 +1%
Wells Fargo
13
Wells Fargo
California
$6.05M 128,451 -31,021 -19%
QS
14
Quantitative Strategies
California
$5.89M 125,196 +125,196 New
AM
15
AGF Management
Ontario, Canada
$5.39M 114,436 +46,175 +68%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$5.29M 112,327 -16,757 -13%
KAS
17
Kestra Advisory Services
Texas
$5.01M 106,383 -173,451 -62%
Ameriprise
18
Ameriprise
Minnesota
$4.95M 105,085 -20,183 -16%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$4.81M 102,082 -48,206 -32%
GGS
20
Galvin Gaustad & Stein
Arizona
$4.74M 100,606 -3,336 -3%
AWM
21
AE Wealth Management
Kansas
$4.6M 97,641 +29,533 +43%
HighTower Advisors
22
HighTower Advisors
Illinois
$4.5M 95,670 -7,616 -7%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$4.15M 88,096 -4,848 -5%
UWM
24
USAdvisors Wealth Management
Minnesota
$4.06M 85,652 +287 +0.3%
ASN
25
Advisory Services Network
Georgia
$3.88M 82,513 -303 -0.4%
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