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Fidelity MSCI Financials Index ETF

126 hedge funds and large institutions have $366M invested in Fidelity MSCI Financials Index ETF in 2019 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 37 increasing their positions, 47 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more capital invested

Capital invested by funds: $336M → $366M (+$30.1M)

0.72% more ownership

Funds ownership: 31.9%32.62% (+0.72%)

5% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 21

2% less funds holding

Funds holding: 128126 (-2)

21% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 47

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
126
Holders Change
-2
Holders Change %
-1.56%
% of All Funds
2.73%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
20
Increased
37
Reduced
47
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
26
Mariner
Kansas
$3.37M -$233K -6,170 -6%
NAM
27
NorthCoast Asset Management
Connecticut
$3.1M +$3.12M +82,722 New
SCP
28
Silverleafe Capital Partners
Tennessee
$2.59M +$2.61M +69,146 New
RJFSA
29
Raymond James Financial Services Advisors
Florida
$2.42M -$264K -6,999 -10%
ASN
30
Advisory Services Network
Georgia
$2.38M -$1.58M -41,979 -40%
TRCT
31
Tower Research Capital (TRC)
New York
$2.37M +$743K +19,713 +45%
SB
32
Suntrust Banks
Georgia
$2.31M +$688K +18,243 +42%
ECM
33
Exchange Capital Management
Michigan
$2.29M +$283K +7,504 +14%
CS
34
Comerica Securities
Michigan
$2.14M +$2.15M +57,042 New
FIM
35
Freedom Investment Management
Connecticut
$2.09M +$828K +21,955 +65%
SWP
36
Stratos Wealth Partners
Ohio
$1.84M -$57.6K -1,528 -3%
UBS Group
37
UBS Group
Switzerland
$1.73M -$5.67M -150,294 -77%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$1.63M +$715K +18,958 +77%
BCA
39
Bray Capital Advisors
Florida
$1.53M -$112K -2,960 -7%
AG
40
Advisor Group
Arizona
$1.52M +$350K +9,287 +30%
MML Investors Services
41
MML Investors Services
Massachusetts
$1.47M -$208K -5,517 -12%
BTS
42
BB&T Securities
Virginia
$1.34M +$641 +17 +0%
HCA
43
Heck Capital Advisors
Wisconsin
$1.3M +$166K +4,405 +15%
CM
44
Cornerstone Management
Georgia
$1.18M +$1.18M +31,399 New
Fidelity Investments
45
Fidelity Investments
Massachusetts
$1.14M -$39.1K -1,038 -3%
TCM
46
Traynor Capital Management
Pennsylvania
$1.04M -$13.7K -363 -1%
JP Morgan Chase
47
JP Morgan Chase
New York
$867K -$67K -1,776 -7%
APA
48
American Portfolios Advisors
New York
$825K +$226K +6,004 +38%
CW
49
Cobiz Wealth
Colorado
$764K -$3.97M -105,171 -84%
CPA
50
Court Place Advisors
Maryland
$763K -$22.4K -593 -3%