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Fidelity MSCI Financials Index ETF

176 hedge funds and large institutions have $648M invested in Fidelity MSCI Financials Index ETF in 2021 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 80 increasing their positions, 39 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more funds holding in top 10

Funds holding in top 10: 15 (+4)

105% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 39

60% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 15

60% more call options, than puts

Call options by funds: $452K | Put options by funds: $283K

9% more capital invested

Capital invested by funds: $595M → $648M (+$53.2M)

5% more funds holding

Funds holding: 168176 (+8)

4.18% less ownership

Funds ownership: 39.8%35.62% (-4.2%)

Holders
176
Holders Change
+8
Holders Change %
+4.76%
% of All Funds
3.06%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.09%
New
24
Increased
80
Reduced
39
Closed
15
Calls
$452K
Puts
$283K
Net Calls
+$169K
Net Calls Change
+$169K
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$4.01M +$561K +10,714 +16%
LPL Financial
27
LPL Financial
California
$3.52M +$175K +3,340 +5%
Bank of America
28
Bank of America
North Carolina
$3.49M +$222K +4,236 +7%
HI
29
Harbour Investments
Wisconsin
$3.48M +$3.11M +59,528 +866%
MAFM
30
Mid Atlantic Financial Management
Pennsylvania
$3.38M +$356K +6,811 +12%
JP Morgan Chase
31
JP Morgan Chase
New York
$3.23M -$890 -17 -0%
CFG
32
CMC Financial Group
Georgia
$2.82M +$2.82M +53,875 New
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$2.74M +$304K +5,812 +13%
Thrivent Financial for Lutherans
34
Thrivent Financial for Lutherans
Minnesota
$2.65M
Goldman Sachs
35
Goldman Sachs
New York
$2.6M +$2.6M +49,676 New
ECM
36
Exchange Capital Management
Michigan
$2.43M -$64.7K -1,236 -3%
SSWM
37
Sheets Smith Wealth Management
North Carolina
$2.33M +$2.33M +44,604 New
CCM
38
Cribstone Capital Management
Maine
$2.23M -$8.79K -168 -0.4%
MWM
39
Maltin Wealth Management
New Jersey
$2.12M +$139K +2,658 +7%
AI
40
Atria Investments
North Carolina
$2.1M +$265K +5,065 +14%
BFA
41
Beaumont Financial Advisors
Massachusetts
$2.1M -$6.47M -123,732 -76%
MA
42
Mutual Advisors
Nebraska
$2.03M +$1.46M +27,864 +254%
RJA
43
Raymond James & Associates
Florida
$1.96M +$1.95M +37,334 New
MML Investors Services
44
MML Investors Services
Massachusetts
$1.94M +$191K +3,656 +11%
PFGIA
45
Patriot Financial Group Insurance Agency
Massachusetts
$1.9M +$1.88M +35,896 +8,996%
BWM
46
Birchcreek Wealth Management
Ohio
$1.86M +$7.95K +152 +0.4%
LNC
47
Lincoln National Corp
Pennsylvania
$1.83M +$336K +6,416 +22%
AWM
48
AE Wealth Management
Kansas
$1.77M +$1.52M +28,989 +602%
Jane Street
49
Jane Street
New York
$1.76M +$564K +10,787 +47%
RSWM
50
Robertson Stephens Wealth Management
California
$1.7M -$9.79K -187 -0.6%