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Fidelity MSCI Financials Index ETF

191 hedge funds and large institutions have $540M invested in Fidelity MSCI Financials Index ETF in 2023 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 54 increasing their positions, 60 reducing their positions, and 20 closing their positions.

Holders
191
Holders Change
+15
Holders Change %
+8.52%
% of All Funds
2.8%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
35
Increased
54
Reduced
60
Closed
20
Calls
$269K
Puts
Net Calls
+$269K
Net Calls Change
-$1.02M
Name Market Value Shares Shares
Change
Shares
Change %
Lido Advisors
1
Lido Advisors
California
$119M 2,224,035 +258,658 +13%
Charles Schwab
2
Charles Schwab
California
$116M 2,157,411 -19,736 -0.9%
Bank of America
3
Bank of America
North Carolina
$25.9M 484,172 -203,509 -30%
Morgan Stanley
4
Morgan Stanley
New York
$23.1M 431,950 +224,813 +109%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$22.8M 424,974 +72,414 +21%
CWM
6
Congress Wealth Management
Massachusetts
$16.4M 306,547 -4,934 -2%
FSC
7
Full Sail Capital
Oklahoma
$15.9M 297,739 -247,383 -45%
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$9.58M 178,980 -17,764 -9%
GGS
9
Galvin Gaustad & Stein
Arizona
$9.54M 178,176 +76,162 +75%
HighTower Advisors
10
HighTower Advisors
Illinois
$9.53M 178,195 +83,253 +88%
AM
11
AGF Management
Ontario, Canada
$9.02M 168,485 +49,938 +42%
Osaic Holdings
12
Osaic Holdings
Arizona
$8.81M 164,394 +2,857 +2%
Stifel Financial
13
Stifel Financial
Missouri
$8.75M 163,441 +13,476 +9%
Wells Fargo
14
Wells Fargo
California
$7.75M 144,761 +4,779 +3%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$7.44M 138,844 +53,531 +63%
LPL Financial
16
LPL Financial
California
$7.03M 131,301 -14,838 -10%
QS
17
Quantitative Strategies
California
$6.72M 125,517 -3,262 -3%
AWM
18
AE Wealth Management
Kansas
$6.72M 123,145 +19,278 +19%
ASN
19
Advisory Services Network
Georgia
$4.14M 77,220 -3,222 -4%
QAM
20
Q3 Asset Management
Michigan
$4.11M 76,802 +76,802 New
KAS
21
Kestra Advisory Services
Texas
$3.79M 70,775 +6,366 +10%
PFGIA
22
Patriot Financial Group Insurance Agency
Massachusetts
$3.66M 68,366 -1,284 -2%
VWM
23
VCI Wealth Management
Missouri
$3.54M 66,158 +66,158 New
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$3.53M 65,883 -1,379 -2%
WA
25
Win Advisors
Florida
$3.03M 56,589 +56,589 New