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Fidelity MSCI Financials Index ETF

186 hedge funds and large institutions have $548M invested in Fidelity MSCI Financials Index ETF in 2024 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 67 increasing their positions, 55 reducing their positions, and 22 closing their positions.

Holders
186
Holders Change
-9
Holders Change %
-4.62%
% of All Funds
2.71%
Holding in Top 10
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-100%
% of All Funds
New
18
Increased
67
Reduced
55
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Lido Advisors
1
Lido Advisors
California
$137M 2,356,300 +86,803 +4%
Charles Schwab
2
Charles Schwab
California
$118M 2,038,903 -55,028 -3%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$21M 362,528 -2,914 -0.8%
CWM
4
Congress Wealth Management
Massachusetts
$18.2M 314,323 +2,703 +0.9%
AM
5
AGF Management
Ontario, Canada
$17.1M 294,453 +45,703 +18%
FSC
6
Full Sail Capital
Oklahoma
$16.5M 285,081 -6,714 -2%
Morgan Stanley
7
Morgan Stanley
New York
$14.6M 252,660 +17,073 +7%
Kovitz Investment Group Partners
8
Kovitz Investment Group Partners
Illinois
$11.3M 194,315 +194,315 New
Osaic Holdings
9
Osaic Holdings
Arizona
$9.76M 168,218 +33,080 +24%
ACA
10
Aptus Capital Advisors
Alabama
$8.94M 154,359 +153,972 +39,786%
Stifel Financial
11
Stifel Financial
Missouri
$8.93M 154,120 -9,224 -6%
LPL Financial
12
LPL Financial
California
$8.06M 139,051 +10,809 +8%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$7.85M 135,407 -9,339 -6%
Wells Fargo
14
Wells Fargo
California
$7.39M 127,578 -2,441 -2%
ASN
15
Advisory Services Network
Georgia
$7.19M 124,142 -2,147 -2%
HighTower Advisors
16
HighTower Advisors
Illinois
$7.06M 121,853 -51,989 -30%
Thrivent Financial for Lutherans
17
Thrivent Financial for Lutherans
Minnesota
$6.95M 119,858 +6,465 +6%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$5.69M 98,131 +71,320 +266%
JPMorgan Chase & Co
19
JPMorgan Chase & Co
New York
$5.66M 97,627 -75,102 -43%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$5.15M 88,851 +82,006 +1,198%
QS
21
Quantitative Strategies
California
$5M 86,258 -33,830 -28%
Citadel Advisors
22
Citadel Advisors
Florida
$4.59M 79,280 +7,200 +10%
Bank of America
23
Bank of America
North Carolina
$4.01M 69,253 -1,054 -1%
KAS
24
Kestra Advisory Services
Texas
$3.9M 68,511 +2,120 +3%
AWM
25
AE Wealth Management
Kansas
$3.6M 62,087 +9,074 +17%