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Fidelity MSCI Financials Index ETF

128 hedge funds and large institutions have $406M invested in Fidelity MSCI Financials Index ETF in 2019 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 38 increasing their positions, 49 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 14

11% more capital invested

Capital invested by funds: $366M → $406M (+$40.2M)

2.85% more ownership

Funds ownership: 32.62%35.48% (+2.9%)

2% more funds holding

Funds holding: 126128 (+2)

22% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 49

Holders
128
Holders Change
+2
Holders Change %
+1.59%
% of All Funds
2.78%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.04%
New
17
Increased
38
Reduced
49
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
26
Mariner
Kansas
$3.72M +$114K +2,878 +3%
LPL Financial
27
LPL Financial
California
$3.06M -$543K -13,760 -15%
FIM
28
Freedom Investment Management
Connecticut
$2.96M +$715K +18,132 +33%
SWP
29
Stratos Wealth Partners
Ohio
$2.81M +$830K +21,038 +43%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$2.64M +$53.2K +1,350 +2%
Ameriprise
31
Ameriprise
Minnesota
$2.63M -$4.3M -109,035 -63%
ECM
32
Exchange Capital Management
Michigan
$2.57M +$116K +2,938 +5%
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$2.54M +$1.74M +44,070 +228%
SB
34
Suntrust Banks
Georgia
$2.53M +$62.4K +1,583 +3%
FPGK
35
Financial Partners Group (Kansas)
Kansas
$2.44M -$3.21M -81,467 -57%
CS
36
Comerica Securities
Michigan
$2.39M +$98.1K +2,488 +4%
TRCT
37
Tower Research Capital (TRC)
New York
$2.25M -$276K -7,005 -11%
NR
38
Newfound Research
Massachusetts
$2.02M +$1.99M +50,402 New
Fidelity Investments
39
Fidelity Investments
Massachusetts
$1.91M +$681K +17,266 +57%
5L
40
55I LLC
Massachusetts
$1.83M +$1.41M +35,826 +369%
HCA
41
Heck Capital Advisors
Wisconsin
$1.76M +$367K +9,298 +27%
BTS
42
BB&T Securities
Virginia
$1.7M +$263K +6,672 +19%
NAM
43
NorthCoast Asset Management
Connecticut
$1.69M -$1.6M -40,606 -49%
UBS Group
44
UBS Group
Switzerland
$1.69M -$156K -3,964 -9%
BCA
45
Bray Capital Advisors
Florida
$1.64M
AG
46
Advisor Group
Arizona
$1.57M -$50.2K -1,272 -3%
CM
47
Cornerstone Management
Georgia
$1.24M -$15.5K -392 -1%
TCM
48
Traynor Capital Management
Pennsylvania
$1.13M -$2.05K -52 -0.2%
MML Investors Services
49
MML Investors Services
Massachusetts
$1.08M -$482K -12,211 -31%
Jane Street
50
Jane Street
New York
$1.07M -$2.66M -67,441 -72%