We are live on ! Find out more
FNCL icon

Fidelity MSCI Financials Index ETF

198 hedge funds and large institutions have $634M invested in Fidelity MSCI Financials Index ETF in 2021 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 69 increasing their positions, 51 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

112% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 17

35% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 51

7% more funds holding

Funds holding: 185198 (+13)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4.18% less ownership

Funds ownership: 37.64%33.46% (-4.2%)

7% less capital invested

Capital invested by funds: $678M → $634M (-$44.4M)

Holders
198
Holders Change
+13
Holders Change %
+7.03%
% of All Funds
3.05%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
36
Increased
69
Reduced
51
Closed
17
Calls
$1K
Puts
Net Calls
+$1K
Net Calls Change
-$580K
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$5.81M +$576K +10,208 +11%
GGS
27
Galvin Gaustad & Stein
Arizona
$5.62M +$95.4K +1,690 +2%
UWM
28
USAdvisors Wealth Management
Minnesota
$4.79M -$5.64K -100 -0.1%
BIP
29
Bouvel Investment Partners
Pennsylvania
$4.59M +$82.4K +1,459 +2%
SHIM
30
Stone House Investment Management
Pennsylvania
$4.42M -$1.87M -33,064 -30%
IA
31
IFP Advisors
Florida
$4.17M +$4.18M +74,060 +18,845%
ASN
32
Advisory Services Network
Georgia
$3.46M +$2.29M +40,654 +192%
JP Morgan Chase
33
JP Morgan Chase
New York
$3.41M -$9.88K -175 -0.3%
ACA
34
Atlas Capital Advisors
Wyoming
$3.4M +$1.03M +18,178 +43%
NA
35
NewEdge Advisors
Louisiana
$3.12M +$3.15M +55,773 New
PFGIA
36
Patriot Financial Group Insurance Agency
Massachusetts
$2.83M +$413K +7,308 +17%
AAS
37
Ameritas Advisory Services
Nebraska
$2.73M +$2.75M +48,750 New
Thrivent Financial for Lutherans
38
Thrivent Financial for Lutherans
Minnesota
$2.65M
RJA
39
Raymond James & Associates
Florida
$2.64M +$299K +5,304 +13%
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$2.59M +$756K +13,390 +41%
SSWM
41
Sheets Smith Wealth Management
North Carolina
$2.46M -$39.8K -705 -2%
ECM
42
Exchange Capital Management
Michigan
$2.44M -$78.1K -1,384 -3%
PPW
43
Pinnacle Private Wealth
Massachusetts
$2.42M +$2.44M +43,226 New
CCM
44
Cribstone Capital Management
Maine
$2.29M -$452 -8 -0%
MWM
45
Maltin Wealth Management
New Jersey
$2.26M +$22.6K +401 +1%
LNC
46
Lincoln National Corp
Pennsylvania
$2.25M +$824K +14,603 +57%
BWM
47
Birchcreek Wealth Management
Ohio
$2.05M -$60.7K -1,075 -3%
SSWM
48
Smith Salley Wealth Management
North Carolina
$2.04M +$176K +3,112 +9%
Fidelity Investments
49
Fidelity Investments
Massachusetts
$2.04M +$355K +6,286 +21%
KPWS
50
Kestra Private Wealth Services
Texas
$1.98M +$171K +3,033 +9%