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Fidelity MSCI Financials Index ETF

116 hedge funds and large institutions have $344M invested in Fidelity MSCI Financials Index ETF in 2017 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 52 increasing their positions, 30 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

189% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 9

73% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 30

17% more funds holding

Funds holding: 99116 (+17)

14% more capital invested

Capital invested by funds: $303M → $344M (+$41.8M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2.54% less ownership

Funds ownership: 32.05%29.51% (-2.5%)

Holders
116
Holders Change
+17
Holders Change %
+17.17%
% of All Funds
2.63%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
26
Increased
52
Reduced
30
Closed
9
Calls
$3K
Puts
Net Calls
+$3K
Net Calls Change
+$3K
Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
26
Mariner
Kansas
$3.54M -$58.9K -1,494 -2%
Northern Trust
27
Northern Trust
Illinois
$2.92M -$585K -14,833 -17%
RCAG
28
Rehmann Capital Advisory Group
Michigan
$2.72M +$332K +8,430 +14%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$2.67M +$22.4K +567 +0.9%
NR
30
Newfound Research
Massachusetts
$2.5M -$73.8K -1,872 -3%
ECM
31
Exchange Capital Management
Michigan
$1.47M +$252K +6,396 +22%
MML Investors Services
32
MML Investors Services
Massachusetts
$1.34M -$177K -4,480 -12%
GRP
33
Global Retirement Partners
California
$1.23M +$381K +9,668 +47%
TCM
34
Traynor Capital Management
Pennsylvania
$1.14M +$59.4K +1,508 +6%
AI
35
Atria Investments
North Carolina
$1.13M -$447K -11,329 -29%
CFP
36
Cornerstone Financial Partners
North Carolina
$1.04M -$773K -19,609 -43%
SB
37
Suntrust Banks
Georgia
$1M -$53.5K -1,357 -5%
RPG
38
Risk Paradigm Group
Texas
$932K +$13.3K +338 +2%
AWA
39
ARS Wealth Advisors
Florida
$909K +$47.1K +1,196 +6%
TRCT
40
Tower Research Capital (TRC)
New York
$878K +$658K +16,705 +346%
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$834K +$640K +16,243 +385%
PP
42
Professional Planning
California
$830K +$783K +19,870 New
DLCIG
43
D.L. Carlson Investment Group
New Hampshire
$826K +$86.9K +2,204 +12%
CA
44
Cetera Advisors
Colorado
$777K -$296K -7,506 -28%
CFD
45
Creative Financial Designs
Indiana
$775K -$32.6K -827 -4%
CPA
46
Court Place Advisors
Maryland
$768K +$197 +5 +0%
IA
47
IFP Advisors
Florida
$754K +$1.06K +27 +0.1%
SCA
48
Snowden Capital Advisors
New York
$752K +$359K +9,108 +98%
UCFA
49
United Capital Financial Advisors
Texas
$743K +$174K +4,417 +32%
MIAN
50
Mariner Independent Advisor Network
Kansas
$722K +$677K +17,187 New