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Fidelity MSCI Financials Index ETF
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Overview Fund Activity

195 hedge funds and large institutions have $568M invested in Fidelity MSCI Financials Index ETF in 2024 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 55 increasing their positions, 63 reducing their positions, and 23 closing their positions.

Holders
195
Holders Change
+4
Holders Change %
+2.09%
% of All Funds
2.83%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
27
Increased
55
Reduced
63
Closed
23
Calls
$316K
Puts
–
Net Calls
+$316K
Net Calls Change
+$47K

Top Buyers

1
QAM
1
Q3 Asset Management
Michigan
$16.1M
2
CW
2
Connectus Wealth
Ohio
$12.1M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$6.74M
4
AM
4
AGF Management
Ontario, Canada
$14.8M
5
Citadel Advisors
5
Citadel Advisors
Florida
$4.28M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$4.18M
2
Morgan Stanley
2
Morgan Stanley
New York
$14M
3
GGS
3
Galvin Gaustad & Stein
Arizona
$1.68M
4
AWM
4
AE Wealth Management
Kansas
$3.15M
5
Charles Schwab
5
Charles Schwab
California
$124M
Name Market Value Shares Shares
Change 		Shares
Change %
Lido Advisors
1
Lido Advisors
California
$135M 2,269,497 +45,462 +2%
Charles Schwab
2
Charles Schwab
California
$124M 2,093,931 -63,480 -3%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$21.7M 365,442 -59,532 -14%
CWM
4
Congress Wealth Management
Massachusetts
$18.5M 311,620 +5,073 +2%
FSC
5
Full Sail Capital
Oklahoma
$17.3M 291,795 -5,944 -2%
QAM
6
Q3 Asset Management
Michigan
$16.1M 271,528 +194,726 +254%
AM
7
AGF Management
Ontario, Canada
$14.8M 248,750 +80,265 +48%
Morgan Stanley
8
Morgan Stanley
New York
$14M 235,587 -196,363 -45%
CW
9
Connectus Wealth
Ohio
$12.1M 204,344 +156,520 +327%
HighTower Advisors
10
HighTower Advisors
Illinois
$10.3M 173,842 -4,353 -2%
JPMorgan Chase & Co
11
JPMorgan Chase & Co
New York
$10.3M 172,729 -6,251 -3%
Stifel Financial
12
Stifel Financial
Missouri
$9.7M 163,344 -97 -0.1%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$8.6M 144,746 +5,902 +4%
Osaic Holdings
14
Osaic Holdings
Arizona
$8.04M 135,138 -29,256 -18%
Wells Fargo
15
Wells Fargo
California
$7.72M 130,019 -14,742 -10%
LPL Financial
16
LPL Financial
California
$7.62M 128,242 -3,059 -2%
ASN
17
Advisory Services Network
Georgia
$7.5M 126,289 +49,069 +64%
QS
18
Quantitative Strategies
California
$7.13M 120,088 -5,429 -4%
Thrivent Financial for Lutherans
19
Thrivent Financial for Lutherans
Minnesota
$6.74M 113,393 +106,458 +1,535%
Citadel Advisors
20
Citadel Advisors
Florida
$4.28M 72,080 +72,080 New
Bank of America
21
Bank of America
North Carolina
$4.18M 70,307 -413,865 -85%
KAS
22
Kestra Advisory Services
Texas
$3.94M 66,391 -4,384 -6%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$3.44M 57,831 -8,052 -12%
VWM
24
VCI Wealth Management
Missouri
$3.26M 54,959 -11,199 -17%
AWM
25
AE Wealth Management
Kansas
$3.15M 53,013 -70,132 -57%
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