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Fidelity MSCI Financials Index ETF

147 hedge funds and large institutions have $342M invested in Fidelity MSCI Financials Index ETF in 2019 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 41 increasing their positions, 50 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

240% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 10

17% more funds holding

Funds holding: 126147 (+21)

12% more capital invested

Capital invested by funds: $306M → $342M (+$36.4M)

0.68% more ownership

Funds ownership: 30.9%31.58% (+0.68%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

18% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 50

Holders
147
Holders Change
+21
Holders Change %
+16.67%
% of All Funds
2.9%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
34
Increased
41
Reduced
50
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AG
26
Advisor Group
Arizona
$3M +$944K +22,248 +49%
Truist Financial
27
Truist Financial
North Carolina
$3M +$2.87M +67,555 New
Ameriprise
28
Ameriprise
Minnesota
$2.89M -$39.7K -935 -1%
MWM
29
Maltin Wealth Management
New Jersey
$2.89M +$2.76M +65,109 New
ACA
30
Atlas Capital Advisors
Wyoming
$2.76M +$2.64M +62,102 New
RJFSA
31
Raymond James Financial Services Advisors
Florida
$2.55M +$87.9K +2,072 +4%
ECM
32
Exchange Capital Management
Michigan
$2.52M -$438K -10,313 -15%
LPL Financial
33
LPL Financial
California
$2.48M -$51.2K -1,206 -2%
HCA
34
Heck Capital Advisors
Wisconsin
$2.34M +$370K +8,710 +20%
NR
35
Newfound Research
Massachusetts
$2.1M -$35.3K -832 -2%
Fidelity Investments
36
Fidelity Investments
Massachusetts
$2.04M -$37.7K -889 -2%
BCA
37
Bray Capital Advisors
Florida
$1.81M
SPC
38
Sigma Planning Corp
Michigan
$1.75M +$67.4K +1,589 +4%
MAFM
39
Mid Atlantic Financial Management
Pennsylvania
$1.7M +$1.06M +25,055 +189%
FI
40
FormulaFolio Investments
Michigan
$1.65M +$1.29M +30,455 +449%
MML Investors Services
41
MML Investors Services
Massachusetts
$1.39M -$54.3K -1,279 -4%
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$1.36M -$1.22M -28,766 -48%
LNC
43
Lincoln National Corp
Pennsylvania
$1.3M +$275K +6,486 +28%
TCM
44
Traynor Capital Management
Pennsylvania
$1.18M -$25.8K -609 -2%
AI
45
Atria Investments
North Carolina
$1.09M +$57.6K +1,358 +6%
BAM
46
Beaumont Asset Management
Texas
$1M +$959K +22,586 New
BWA
47
Beam Wealth Advisors
Louisiana
$978K +$935K +22,025 New
SSWM
48
Smith Salley Wealth Management
North Carolina
$936K +$205K +4,841 +30%
CAS
49
Cascadia Advisory Services
Oregon
$923K +$882K +20,789 New
LA
50
Lynch & Associates
Indiana
$911K +$85.9K +2,023 +11%