We are live on ! Find out more
FNCL icon

Fidelity MSCI Financials Index ETF

126 hedge funds and large institutions have $306M invested in Fidelity MSCI Financials Index ETF in 2019 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 35 increasing their positions, 55 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

2% less funds holding

Funds holding: 128126 (-2)

4.57% less ownership

Funds ownership: 35.48%30.9% (-4.6%)

14% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 14

25% less capital invested

Capital invested by funds: $406M → $306M (-$100M)

36% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 55

Holders
126
Holders Change
-2
Holders Change %
-1.56%
% of All Funds
2.76%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
12
Increased
35
Reduced
55
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
26
Stratos Wealth Partners
Ohio
$2.79M -$64.9K -1,617 -2%
ECM
27
Exchange Capital Management
Michigan
$2.73M +$125K +3,114 +5%
Ameriprise
28
Ameriprise
Minnesota
$2.69M +$33.2K +826 +1%
SB
29
Suntrust Banks
Georgia
$2.53M -$29.9K -744 -1%
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$2.41M -$165K -4,117 -6%
LPL Financial
31
LPL Financial
California
$2.32M -$780K -19,423 -25%
RJFSA
32
Raymond James Financial Services Advisors
Florida
$2.25M -$417K -10,394 -16%
5L
33
55I LLC
Massachusetts
$2M +$149K +3,708 +8%
NR
34
Newfound Research
Massachusetts
$1.96M -$87.6K -2,181 -4%
Fidelity Investments
35
Fidelity Investments
Massachusetts
$1.9M -$36.9K -919 -2%
AG
36
Advisor Group
Arizona
$1.85M +$247K +6,160 +16%
HCA
37
Heck Capital Advisors
Wisconsin
$1.79M +$1.41K +35 +0.1%
BCA
38
Bray Capital Advisors
Florida
$1.66M
SPC
39
Sigma Planning Corp
Michigan
$1.54M -$2.55M -63,602 -63%
UBS Group
40
UBS Group
Switzerland
$1.48M -$225K -5,601 -13%
CM
41
Cornerstone Management
Georgia
$1.39M +$124K +3,081 +10%
MML Investors Services
42
MML Investors Services
Massachusetts
$1.32M +$217K +5,416 +20%
TCM
43
Traynor Capital Management
Pennsylvania
$1.1M -$26.5K -661 -2%
AI
44
Atria Investments
North Carolina
$942K +$32K +797 +4%
LNC
45
Lincoln National Corp
Pennsylvania
$927K +$24K +598 +3%
TRCT
46
Tower Research Capital (TRC)
New York
$866K -$1.4M -34,764 -62%
JP Morgan Chase
47
JP Morgan Chase
New York
$786K +$16.7K +417 +2%
Barclays
48
Barclays
United Kingdom
$785K
Goldman Sachs
49
Goldman Sachs
New York
$775K -$2.93K -73 -0.4%
LA
50
Lynch & Associates
Indiana
$751K +$10.7K +267 +1%