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Fidelity MSCI Financials Index ETF

185 hedge funds and large institutions have $465M invested in Fidelity MSCI Financials Index ETF in 2022 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 53 increasing their positions, 64 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.71% less ownership

Funds ownership: 33.09%32.38% (-0.71%)

6% less funds holding

Funds holding: 196185 (-11)

17% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 64

25% less capital invested

Capital invested by funds: $620M → $465M (-$155M)

35% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 26

Holders
185
Holders Change
-11
Holders Change %
-5.61%
% of All Funds
3.12%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
17
Increased
53
Reduced
64
Closed
26
Calls
$835K
Puts
Net Calls
+$835K
Net Calls Change
+$455K
Name Holding Trade Value Shares
Change
Change in
Stake
BIP
26
Bouvel Investment Partners
Pennsylvania
$3.67M -$31K -635 -0.8%
TRCT
27
Tower Research Capital (TRC)
New York
$3.66M +$4.01M +81,984 New
VC
28
Vicus Capital
Pennsylvania
$3.52M -$8.78M -179,612 -70%
AWM
29
AE Wealth Management
Kansas
$3.24M -$623K -12,754 -15%
ASN
30
Advisory Services Network
Georgia
$2.99M +$404K +8,276 +14%
Goldman Sachs
31
Goldman Sachs
New York
$2.98M +$1.4M +28,720 +76%
PFGIA
32
Patriot Financial Group Insurance Agency
Massachusetts
$2.82M +$313K +6,398 +11%
Mariner
33
Mariner
Kansas
$2.62M +$2.87M +58,638 New
Jane Street
34
Jane Street
New York
$2.54M +$2.78M +56,885 New
RJA
35
Raymond James & Associates
Florida
$2.5M -$2.5M -51,174 -48%
LNC
36
Lincoln National Corp
Pennsylvania
$2.37M -$48.1K -984 -2%
HCA
37
Heck Capital Advisors
Wisconsin
$2.22M +$270K +5,533 +13%
AWS
38
Atria Wealth Solutions
New York
$2.02M +$202K +4,129 +10%
SSWM
39
Smith Salley Wealth Management
North Carolina
$1.98M +$636K +13,006 +41%
CW
40
Connectus Wealth
Ohio
$1.98M -$11.9M -243,814 -85%
MWM
41
Maltin Wealth Management
New Jersey
$1.91M +$104K +2,132 +5%
ECM
42
Exchange Capital Management
Michigan
$1.88M -$24.5K -502 -1%
Northwestern Mutual Wealth Management
43
Northwestern Mutual Wealth Management
Wisconsin
$1.86M +$266K +5,441 +15%
CCM
44
Cribstone Capital Management
Maine
$1.83M +$50.4K +1,032 +3%
FTUS
45
Flow Traders U.S.
New York
$1.82M +$1.06M +21,627 +112%
PPW
46
Pinnacle Private Wealth
Massachusetts
$1.78M -$174K -3,570 -8%
BWM
47
Birchcreek Wealth Management
Ohio
$1.76M +$41.1K +841 +2%
Fidelity Investments
48
Fidelity Investments
Massachusetts
$1.7M -$526K -10,764 -22%
AAS
49
Ameritas Advisory Services
Nebraska
$1.57M -$552K -11,288 -24%
KPWS
50
Kestra Private Wealth Services
Texas
$1.51M -$110K -2,260 -6%