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Fidelity MSCI Financials Index ETF

177 hedge funds and large institutions have $459M invested in Fidelity MSCI Financials Index ETF in 2023 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 47 increasing their positions, 70 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 18

8% more capital invested

Capital invested by funds: $426M → $459M (+$33.8M)

1.19% more ownership

Funds ownership: 32.43%33.63% (+1.2%)

1% more funds holding

Funds holding: 175177 (+2)

33% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 70

Holders
177
Holders Change
+2
Holders Change %
+1.14%
% of All Funds
2.78%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
22
Increased
47
Reduced
70
Closed
18
Calls
$4.98M
Puts
Net Calls
+$4.98M
Net Calls Change
+$4.33M
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$3.55M +$82.9K +1,826 +2%
PFGIA
27
Patriot Financial Group Insurance Agency
Massachusetts
$3.28M +$65.9K +1,451 +2%
MWM
28
Maltin Wealth Management
New Jersey
$2.35M +$84.5K +1,860 +4%
Fidelity Investments
29
Fidelity Investments
Massachusetts
$2.04M +$210K +4,625 +12%
YWM
30
Yoder Wealth Management
California
$1.98M +$301K +6,638 +19%
EWA
31
EP Wealth Advisors
California
$1.97M -$484K -10,660 -86%
LNC
32
Lincoln National Corp
Pennsylvania
$1.93M -$419K -9,220 -18%
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$1.92M -$64.4K -1,417 -3%
ECM
34
Exchange Capital Management
Michigan
$1.85M -$92.5K -2,036 -5%
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$1.8M -$221K -4,863 -11%
Mariner
36
Mariner
Kansas
$1.77M -$1.16M -25,500 -40%
SSWM
37
Smith Salley Wealth Management
North Carolina
$1.65M +$54K +1,190 +4%
KPWS
38
Kestra Private Wealth Services
Texas
$1.65M +$34.9K +768 +2%
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$1.63M -$305K -6,724 -16%
BWM
40
Birchcreek Wealth Management
Ohio
$1.51M -$56.7K -1,248 -4%
Citadel Advisors
41
Citadel Advisors
Florida
$1.46M -$2.52M -55,423 -64%
AAS
42
Ameritas Advisory Services
Nebraska
$1.34M -$215K -4,742 -14%
PGWM
43
Pitti Group Wealth Management
New York
$1.33M -$70.4K -1,550 -5%
RSWM
44
Robertson Stephens Wealth Management
California
$1.32M -$28.9K -637 -2%
PA
45
PFG Advisors
Arizona
$1.27M -$3.04K -67 -0.2%
LA
46
Lynch & Associates
Indiana
$1.25M +$3.63K +80 +0.3%
USCWA
47
U.S. Capital Wealth Advisors
Texas
$1.23M +$1.19M +26,215 New
AWS
48
Atria Wealth Solutions
New York
$1.18M -$448K -9,857 -28%
BIP
49
Bouvel Investment Partners
Pennsylvania
$1.17M -$12.1K -267 -1%
MA
50
Mutual Advisors
Nebraska
$1.1M +$78.8K +1,736 +8%