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Fidelity MSCI Financials Index ETF

95 hedge funds and large institutions have $251M invested in Fidelity MSCI Financials Index ETF in 2017 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 43 increasing their positions, 27 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 10

59% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 27

4% more funds holding

Funds holding: 9195 (+4)

0.11% less ownership

Funds ownership: 30.72%30.61% (-0.11%)

3% less capital invested

Capital invested by funds: $259M → $251M (-$7.98M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
95
Holders Change
+4
Holders Change %
+4.4%
% of All Funds
2.37%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
16
Increased
43
Reduced
27
Closed
10
Calls
$20K
Puts
Net Calls
+$20K
Net Calls Change
+$20K
Name Holding Trade Value Shares
Change
Change in
Stake
VEA
26
Virtus ETF Advisers
New York
$2.59M +$610K +17,372 +32%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$2.55M -$307K -8,749 -11%
HighTower Advisors
28
HighTower Advisors
Illinois
$2.38M -$1.44M -41,121 -39%
RCAG
29
Rehmann Capital Advisory Group
Michigan
$1.84M +$1.24M +35,279 +230%
AI
30
Atria Investments
North Carolina
$1.68M +$242K +6,901 +18%
FIM
31
Freedom Investment Management
Connecticut
$1.62M +$303K +8,642 +24%
Jane Street
32
Jane Street
New York
$1.55M -$4.8M -136,801 -76%
CFP
33
Cornerstone Financial Partners
North Carolina
$1.46M +$1.43M +40,593 New
SG Americas Securities
34
SG Americas Securities
New York
$1.27M -$407K -11,602 -25%
PAG
35
Private Advisor Group
New Jersey
$1.24M +$386K +11,004 +49%
MML Investors Services
36
MML Investors Services
Massachusetts
$1.22M +$1.18M +33,515 New
TCM
37
Traynor Capital Management
Pennsylvania
$1.05M +$29.4K +837 +3%
CA
38
Cetera Advisors
Colorado
$1.03M +$44K +1,252 +5%
GRP
39
Global Retirement Partners
California
$1.01M +$460K +13,097 +88%
Goldman Sachs
40
Goldman Sachs
New York
$962K +$637K +18,153 +218%
IA
41
IFP Advisors
Florida
$886K +$65.9K +1,878 +8%
BRWA
42
B. Riley Wealth Advisors
Florida
$877K -$42.9K -1,222 -5%
CFD
43
Creative Financial Designs
Indiana
$812K +$1.54K +44 +0.2%
AWA
44
ARS Wealth Advisors
Florida
$796K -$256K -7,280 -25%
RPG
45
Risk Paradigm Group
Texas
$767K -$48.1K -1,369 -6%
FAAS
46
First Allied Advisory Services
California
$755K +$86.2K +2,454 +13%
Stifel Financial
47
Stifel Financial
Missouri
$655K +$631K +17,980 New
NR
48
Newfound Research
Massachusetts
$522K +$460K +13,092 +1,033%
AG
49
Advisor Group
Arizona
$507K -$377K -10,748 -44%
CAN
50
Cetera Advisor Networks
California
$507K +$117K +3,321 +31%