We are live on ! Find out more
FNCL icon

Fidelity MSCI Financials Index ETF

46 hedge funds and large institutions have $65.8M invested in Fidelity MSCI Financials Index ETF in 2016 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 17 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

8.17% more ownership

Funds ownership: 21.43%29.6% (+8.2%)

8% more capital invested

Capital invested by funds: $61.2M → $65.8M (+$4.65M)

5% more funds holding

Funds holding: 4446 (+2)

0% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 17

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
46
Holders Change
+2
Holders Change %
+4.55%
% of All Funds
1.23%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
9
Increased
17
Reduced
17
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LTFS
26
Ladenburg Thalmann Financial Services
Florida
$278K -$142K -5,491 -35%
Bank of America
27
Bank of America
North Carolina
$278K +$7.9K +305 +3%
LA
28
Lynch & Associates
Indiana
$270K +$2.2K +85 +0.9%
KTC
29
Kistler-Tiffany Companies
Pennsylvania
$227K +$38.3K +1,478 +21%
CW
30
Cobiz Wealth
Colorado
$218K -$394K -15,187 -65%
RFWA
31
RPg Family Wealth Advisory
Massachusetts
$204K +$158K +6,087 +407%
ASN
32
Advisory Services Network
Georgia
$161K -$629K -24,275 -80%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$93K +$87.9K +3,391 +5,469%
GA
34
Giralda Advisors
New York
$81K -$1.78M -68,723 -96%
WA
35
WFG Advisors
Texas
$75K -$13K -502 -15%
KF
36
Krilogy Financial
Missouri
$71K +$67.8K +2,615 New
Manulife (Manufacturers Life Insurance)
37
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$37K -$8.58K -331 -19%
UBS Group
38
UBS Group
Switzerland
$31K -$79.4K -3,064 -73%
GWM
39
Geneos Wealth Management
Colorado
$15K +$14.3K +552 New
NFG
40
Next Financial Group
Texas
$14K
AIG
41
American International Group
New York
$7K -$863K -33,304 -99%
ACM
42
Argentus Capital Management
Texas
$7K -$60.1K -2,320 -90%
MPWT
43
MassMutual Private Wealth & Trust
Connecticut
$6.45K
MFS
44
MSI Financial Services
Massachusetts
$6K +$4.54K +175 +350%
Creative Planning
45
Creative Planning
Kansas
$4K +$1.04K +40 +40%
SAM
46
Shamrock Asset Management
Texas
-$755K -26,690 Closed
BRWA
47
B. Riley Wealth Advisors
Florida
-$357K -12,582 Closed
AIA
48
Allegis Investment Advisors
Idaho
-$99K -3,499 Closed
JP Morgan Chase
49
JP Morgan Chase
New York
-$64K -2,250 Closed
TRCT
50
Tower Research Capital (TRC)
New York
-$19K -688 Closed