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Fidelity MSCI Financials Index ETF
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Overview Fund Activity

176 hedge funds and large institutions have $461M invested in Fidelity MSCI Financials Index ETF in 2023 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 60 increasing their positions, 45 reducing their positions, and 16 closing their positions.

Holders
176
Holders Change
–
Holders Change %
0%
% of All Funds
2.81%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
18
Increased
60
Reduced
45
Closed
16
Calls
$1.29M
Puts
$1K
Net Calls
+$1.28M
Net Calls Change
-$3.69M

Top Buyers

1
Lido Advisors
1
Lido Advisors
California
$91.5M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$4.62M
3
EWA
3
EP Wealth Advisors
California
$1.95M
4
PWMG
4
Pinnacle Wealth Management Group
Michigan
$1.51M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$5.33M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$1.12M
2
KAS
2
Kestra Advisory Services
Texas
$3M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$3.13M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$3.97M
5
RA
5
RFG Advisory
Alabama
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Charles Schwab
1
Charles Schwab
California
$101M 2,177,147 +1,939 +0.1%
Lido Advisors
2
Lido Advisors
California
$91.5M 1,965,377 +85,382 +5%
Bank of America
3
Bank of America
North Carolina
$32M 687,681 +15,433 +2%
FSC
4
Full Sail Capital
Oklahoma
$25.4M 545,122 +19,578 +4%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$16.4M 352,560 +8,492 +2%
CWM
6
Congress Wealth Management
Massachusetts
$14.5M 311,481 -3,700 -1%
Morgan Stanley
7
Morgan Stanley
New York
$9.64M 207,137 +9,564 +5%
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$9.16M 196,744 +2,874 +1%
CW
9
Connectus Wealth
Ohio
$8.17M 175,238 +2,391 +1%
Osaic Holdings
10
Osaic Holdings
Arizona
$7.53M 161,537 +10,357 +7%
Stifel Financial
11
Stifel Financial
Missouri
$6.98M 149,965 +1,729 +1%
LPL Financial
12
LPL Financial
California
$6.8M 146,139 -5,458 -4%
Wells Fargo
13
Wells Fargo
California
$6.52M 139,982 +11,531 +9%
QS
14
Quantitative Strategies
California
$6M 128,779 +3,583 +3%
AM
15
AGF Management
Ontario, Canada
$5.52M 118,547 +4,111 +4%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$5.33M 114,555 +26,459 +30%
AWM
17
AE Wealth Management
Kansas
$4.84M 103,867 +6,226 +6%
GGS
18
Galvin Gaustad & Stein
Arizona
$4.75M 102,014 +1,408 +1%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$4.62M 99,312 +64,670 +187%
HighTower Advisors
20
HighTower Advisors
Illinois
$4.42M 94,942 -728 -0.8%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$3.97M 85,313 -27,014 -24%
ASN
22
Advisory Services Network
Georgia
$3.75M 80,442 -2,071 -3%
UWM
23
USAdvisors Wealth Management
Minnesota
$3.68M 78,998 -6,654 -8%
PFGIA
24
Patriot Financial Group Insurance Agency
Massachusetts
$3.24M 69,650 +5 +0%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$3.23M 69,355 -6,110 -8%
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