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Fidelity MSCI Financials Index ETF

246 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 59 funds opening new positions, 86 increasing their positions, 49 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

436% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 11

76% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 49

69% more capital invested

Capital invested by funds: $628M → $1.06B (+$432M)

22% more funds holding

Funds holding: 201246 (+45)

1.76% more ownership

Funds ownership: 35.52%37.27% (+1.8%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
246
Holders Change
+45
Holders Change %
+22.39%
% 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
59
Increased
86
Reduced
49
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
226
Spire Wealth Management
Virginia
$6.87K
VWM
227
Venturi Wealth Management
Texas
$6.66K
BFPW
228
BOK Financial Private Wealth
Colorado
$5.98K
RWPA
229
Richard W. Paul & Associates
Michigan
$5.15K
CA
230
CoreCap Advisors
Michigan
$4.88K -$137 -2 -3%
AWM
231
Avior Wealth Management
Nebraska
$4.58K +$4.54K +66 New
PFA
232
Pillar Financial Advisors
Kentucky
$3.5K +$3.5K +51 New
TFA
233
Transamerica Financial Advisors
Florida
$3K -$412 -6 -13%
SSB
234
Sandy Spring Bank
Maryland
$2.95K
BLC
235
Brown, Lisle/Cummings
Rhode Island
$2.82K
LFG
236
Larson Financial Group
Missouri
$2.77K +$2.75K +40 New
WWM
237
Wolff Wiese Magana
California
$2.68K
PP
238
PFS Partners
New Jersey
$2.65K +$69 +1 +3%
MCM
239
Mainstream Capital Management
California
$2.4K +$2.4K +35 New
CPBTD
240
Central Pacific Bank - Trust Division
Hawaii
$1.99K
RIL
241
Rothschild Investment LLC
Illinois
$1.99K
CIA
242
Cape Investment Advisory
Georgia
$1.88K
PK
243
Pflug Koory
Nebraska
$1.72K
HNW
244
High Note Wealth
Minnesota
$549 +$550 +8 New
FCMT
245
Founders Capital Management (Texas)
Texas
$459
LC
246
Lindbrook Capital
California
$234
AA
247
Ancora Advisors
Ohio
$23
PCS
248
Personal CFO Solutions
New Jersey
-$5.23M -81,942 Closed
IAIM
249
International Assets Investment Management
Florida
-$550 -35,120 Closed
PCH
250
PGIM Custom Harvest
New Jersey
-$787K -12,319 Closed