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Fidelity MSCI Financials Index ETF

196 hedge funds and large institutions have $620M invested in Fidelity MSCI Financials Index ETF in 2022 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 73 increasing their positions, 52 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

40% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 52

4% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 27

0.37% less ownership

Funds ownership: 33.46%33.09% (-0.37%)

2% less capital invested

Capital invested by funds: $634M → $620M (-$13.8M)

1% less funds holding

Funds holding: 198196 (-2)

Holders
196
Holders Change
-2
Holders Change %
-1.01%
% of All Funds
3.09%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
28
Increased
73
Reduced
52
Closed
27
Calls
$380K
Puts
Net Calls
+$380K
Net Calls Change
+$379K
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
26
Raymond James & Associates
Florida
$5.8M +$3.32M +59,892 +127%
GGS
27
Galvin Gaustad & Stein
Arizona
$5.5M +$54.9K +990 +1%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$5.47M -$154K -2,784 -3%
UWM
29
USAdvisors Wealth Management
Minnesota
$4.74M +$99.1K +1,787 +2%
AWM
30
AE Wealth Management
Kansas
$4.63M -$1.49M -26,791 -24%
BIP
31
Bouvel Investment Partners
Pennsylvania
$4.49M +$52.5K +946 +1%
EFL
32
ERn Financial LLC
Wisconsin
$3.71M -$2.54M -45,796 -40%
JP Morgan Chase
33
JP Morgan Chase
New York
$3.59M +$290K +5,226 +9%
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$3.44M +$951K +17,152 +37%
ASN
35
Advisory Services Network
Georgia
$3.18M -$178K -3,208 -5%
PFGIA
36
Patriot Financial Group Insurance Agency
Massachusetts
$3.07M +$342K +6,159 +12%
LNC
37
Lincoln National Corp
Pennsylvania
$2.93M +$764K +13,773 +34%
Citadel Advisors
38
Citadel Advisors
Florida
$2.72M +$2.78M +50,170 New
Fidelity Investments
39
Fidelity Investments
Massachusetts
$2.64M +$676K +12,185 +33%
ACA
40
Atlas Capital Advisors
Wyoming
$2.62M -$691K -12,467 -20%
AAS
41
Ameritas Advisory Services
Nebraska
$2.51M -$130K -2,338 -5%
HCA
42
Heck Capital Advisors
Wisconsin
$2.39M +$845K +15,234 +53%
NA
43
NewEdge Advisors
Louisiana
$2.39M -$648K -11,687 -21%
PPW
44
Pinnacle Private Wealth
Massachusetts
$2.35M +$9.65K +174 +0.4%
NF
45
Nvest Financial
New Hampshire
$2.34M +$2.4M +43,252 New
ECM
46
Exchange Capital Management
Michigan
$2.31M -$51.8K -934 -2%
AWS
47
Atria Wealth Solutions
New York
$2.23M +$2.28M +41,086 New
MWM
48
Maltin Wealth Management
New Jersey
$2.2M +$9.87K +178 +0.4%
CCM
49
Cribstone Capital Management
Maine
$2.16M -$60.2K -1,086 -3%
BWM
50
Birchcreek Wealth Management
Ohio
$2.1M +$113K +2,046 +6%