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Fidelity MSCI Financials Index ETF

177 hedge funds and large institutions have $461M invested in Fidelity MSCI Financials Index ETF in 2023 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 60 increasing their positions, 45 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

128,400% more call options, than puts

Call options by funds: $1.28M | Put options by funds: $1K

33% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 45

13% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 16

1.11% more ownership

Funds ownership: 33.63%34.74% (+1.1%)

0% more capital invested

Capital invested by funds: $459M → $461M (+$1.63M)

0% more funds holding

Funds holding: 177177 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
177
Holders Change
Holders Change %
0%
% of All Funds
2.81%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
18
Increased
60
Reduced
45
Closed
16
Calls
$1.28M
Puts
$1K
Net Calls
+$1.28M
Net Calls Change
-$3.69M
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$3.13M -$1.68M -34,820 -34%
KAS
27
Kestra Advisory Services
Texas
$3M -$2.03M -41,974 -39%
LNC
28
Lincoln National Corp
Pennsylvania
$2.61M +$729K +15,079 +37%
Citadel Advisors
29
Citadel Advisors
Florida
$2.47M +$1.06M +21,985 +71%
MWM
30
Maltin Wealth Management
New Jersey
$2.46M +$145K +3,003 +6%
YWM
31
Yoder Wealth Management
California
$2.13M +$180K +3,728 +9%
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$1.97M +$80.6K +1,667 +4%
Mariner
33
Mariner
Kansas
$1.97M +$227K +4,688 +12%
EWA
34
EP Wealth Advisors
California
$1.95M +$1.94M +40,029 +2,258%
ECM
35
Exchange Capital Management
Michigan
$1.83M -$4.84K -100 -0.3%
Fidelity Investments
36
Fidelity Investments
Massachusetts
$1.77M -$261K -5,390 -12%
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$1.73M -$57.6K -1,190 -3%
KPWS
38
Kestra Private Wealth Services
Texas
$1.64M +$12.3K +255 +0.7%
SSWM
39
Smith Salley Wealth Management
North Carolina
$1.63M -$3.92K -81 -0.2%
USCWA
40
U.S. Capital Wealth Advisors
Texas
$1.55M +$338K +6,982 +27%
PWMG
41
Pinnacle Wealth Management Group
Michigan
$1.51M +$1.57M +32,516 New
AAS
42
Ameritas Advisory Services
Nebraska
$1.32M -$7.74K -160 -0.6%
RSWM
43
Robertson Stephens Wealth Management
California
$1.31M
LA
44
Lynch & Associates
Indiana
$1.29M +$59.8K +1,237 +5%
PA
45
PFG Advisors
Arizona
$1.29M +$30.4K +628 +2%
PGWM
46
Pitti Group Wealth Management
New York
$1.28M -$36.5K -754 -3%
BWM
47
Birchcreek Wealth Management
Ohio
$1.23M -$277K -5,723 -18%
TRCT
48
Tower Research Capital (TRC)
New York
$1.23M +$1.23M +25,527 +3,128%
BIP
49
Bouvel Investment Partners
Pennsylvania
$1.14M -$21.9K -452 -2%
Ameriprise
50
Ameriprise
Minnesota
$1.12M -$3.92M -81,118 -77%