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Fidelity MSCI Financials Index ETF

243 hedge funds and large institutions have $1.06B invested in Fidelity MSCI Financials Index ETF in 2024 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 85 increasing their positions, 49 reducing their positions, and 11 closing their positions.

Holders
243
Holders Change
+44
Holders Change %
+22.11%
% of All Funds
3.24%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
58
Increased
85
Reduced
49
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$288M 4,191 +14 +0.3%
Lido Advisors
2
Lido Advisors
California
$158M 2,305,294 +32,085 +1%
Charles Schwab
3
Charles Schwab
California
$132M 1,920,253 -81,190 -4%
AM
4
AGF Management
Ontario, Canada
$51.6M 750,971 +266,381 +55%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$43.5M 633,842 +249,736 +65%
CWM
6
Congress Wealth Management
Massachusetts
$22M 320,907 +2,464 +0.8%
VC
7
Vicus Capital
Pennsylvania
$21.9M 319,325 +47,531 +17%
Morgan Stanley
8
Morgan Stanley
New York
$19.2M 279,584 +16,155 +6%
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$19M 276,332 +142,441 +106%
FSC
10
Full Sail Capital
Oklahoma
$17.5M 254,956 -13,844 -5%
Kovitz Investment Group Partners
11
Kovitz Investment Group Partners
Illinois
$16M 232,590 +42,018 +22%
LPL Financial
12
LPL Financial
California
$15.4M 224,613 +120,675 +116%
SPIA
13
Strategic Point Investment Advisors
Rhode Island
$14.1M 205,290 +205,290 New
QAM
14
Q3 Asset Management
Michigan
$10.9M 159,105 -61,075 -28%
FFS
15
Fischer Financial Services
Pennsylvania
$10.5M 153,403 +153,403 New
Stifel Financial
16
Stifel Financial
Missouri
$10.4M 151,795 -2,189 -1%
Wells Fargo
17
Wells Fargo
California
$9.79M 142,593 +16,079 +13%
Thrivent Financial for Lutherans
18
Thrivent Financial for Lutherans
Minnesota
$9.32M 135,689 -68 -0.1%
HighTower Advisors
19
HighTower Advisors
Illinois
$8.43M 122,765 +1,998 +2%
Osaic Holdings
20
Osaic Holdings
Arizona
$7.88M 114,550 -29,524 -20%
JPMorgan Chase & Co
21
JPMorgan Chase & Co
New York
$7.47M 108,739 +12,007 +12%
KAS
22
Kestra Advisory Services
Texas
$6.54M 95,220 +37,524 +65%
QS
23
Quantitative Strategies
California
$5.96M 86,738 -2,287 -3%
AWM
24
AE Wealth Management
Kansas
$5.81M 84,647 +10,618 +14%
Bank of America
25
Bank of America
North Carolina
$5.5M 80,045 +2,240 +3%