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Fidelity MSCI Financials Index ETF

99 hedge funds and large institutions have $303M invested in Fidelity MSCI Financials Index ETF in 2017 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 44 increasing their positions, 34 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 7

29% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 34

20% more capital invested

Capital invested by funds: $251M → $303M (+$51.2M)

4% more funds holding

Funds holding: 9599 (+4)

1.43% more ownership

Funds ownership: 30.61%32.05% (+1.4%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
99
Holders Change
+4
Holders Change %
+4.21%
% of All Funds
2.47%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
12
Increased
44
Reduced
34
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northern Trust
26
Northern Trust
Illinois
$3.28M -$450K -12,275 -12%
Citadel Advisors
27
Citadel Advisors
Florida
$3.16M +$3.05M +83,238 New
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$2.48M +$2.37M +64,568 +8,690%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$2.47M -$189K -5,167 -7%
NR
30
Newfound Research
Massachusetts
$2.4M +$1.79M +48,873 +340%
RCAG
31
Rehmann Capital Advisory Group
Michigan
$2.21M +$280K +7,628 +15%
CFP
32
Cornerstone Financial Partners
North Carolina
$1.7M +$166K +4,515 +11%
Jane Street
33
Jane Street
New York
$1.54M -$77.7K -2,119 -5%
AI
34
Atria Investments
North Carolina
$1.48M -$265K -7,216 -16%
MML Investors Services
35
MML Investors Services
Massachusetts
$1.42M +$143K +3,898 +12%
VEA
36
Virtus ETF Advisers
New York
$1.25M -$1.4M -38,232 -54%
ECM
37
Exchange Capital Management
Michigan
$1.12M +$1.08M +29,539 New
CA
38
Cetera Advisors
Colorado
$1.01M -$59.6K -1,625 -6%
TCM
39
Traynor Capital Management
Pennsylvania
$998K -$80.7K -2,202 -8%
SB
40
Suntrust Banks
Georgia
$985K +$468K +12,759 +97%
RPG
41
Risk Paradigm Group
Texas
$855K +$51.9K +1,416 +7%
FIM
42
Freedom Investment Management
Connecticut
$849K -$813K -22,172 -50%
AIA
43
Allegis Investment Advisors
Idaho
$814K +$786K +21,448 New
AWA
44
ARS Wealth Advisors
Florida
$801K -$29.3K -799 -4%
GRP
45
Global Retirement Partners
California
$777K -$273K -7,442 -27%
CFD
46
Creative Financial Designs
Indiana
$753K -$92.3K -2,519 -11%
CPA
47
Court Place Advisors
Maryland
$715K +$216K +5,890 +46%
IA
48
IFP Advisors
Florida
$701K -$217K -5,911 -24%
DLCIG
49
D.L. Carlson Investment Group
New Hampshire
$686K -$3.18M -86,717 -83%
FAAS
50
First Allied Advisory Services
California
$654K -$131K -3,582 -17%