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Fidelity MSCI Financials Index ETF

196 hedge funds and large institutions have $568M invested in Fidelity MSCI Financials Index ETF in 2024 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 55 increasing their positions, 63 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

17% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 23

5% more capital invested

Capital invested by funds: $540M → $568M (+$27.8M)

2% more funds holding

Funds holding: 192196 (+4)

1.35% less ownership

Funds ownership: 35.87%34.52% (-1.4%)

13% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 63

Holders
196
Holders Change
+4
Holders Change %
+2.08%
% of All Funds
2.82%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
27
Increased
55
Reduced
63
Closed
23
Calls
$316K
Puts
Net Calls
+$316K
Net Calls Change
+$47K
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
26
Maltin Wealth Management
New Jersey
$3.13M +$106K +1,909 +4%
Fidelity Investments
27
Fidelity Investments
Massachusetts
$3.06M +$231K +4,157 +9%
YWM
28
Yoder Wealth Management
California
$2.96M -$11.7K -211 -0.4%
Mariner
29
Mariner
Kansas
$2.87M +$58.7K +1,055 +2%
LNC
30
Lincoln National Corp
Pennsylvania
$2.73M +$107K +1,916 +4%
SSWM
31
Smith Salley Wealth Management
North Carolina
$2.41M +$321K +5,766 +17%
Goldman Sachs
32
Goldman Sachs
New York
$2.28M -$161K -2,887 -7%
EWA
33
EP Wealth Advisors
California
$2.19M -$268K -4,805 -12%
ECM
34
Exchange Capital Management
Michigan
$2.18M -$110K -1,971 -5%
KPWS
35
Kestra Private Wealth Services
Texas
$2.04M +$25.1K +450 +1%
BCI
36
Brinker Capital Investments
Pennsylvania
$1.97M -$855K -15,348 -32%
OPS
37
Orion Portfolio Solutions
Nebraska
$1.97M -$855K -15,348 -32%
LA
38
Lynch & Associates
Indiana
$1.94M +$147K +2,642 +9%
Ameriprise
39
Ameriprise
Minnesota
$1.8M +$649K +11,656 +63%
PFGIA
40
Patriot Financial Group Insurance Agency
Massachusetts
$1.74M -$2.18M -39,119 -57%
SCA
41
Snowden Capital Advisors
New York
$1.71M +$478K +8,590 +42%
AAS
42
Ameritas Advisory Services
Nebraska
$1.7M +$201K +3,605 +14%
GGS
43
Galvin Gaustad & Stein
Arizona
$1.68M -$8.35M -149,900 -84%
RSWM
44
Robertson Stephens Wealth Management
California
$1.66M -$5.57K -100 -0.4%
PA
45
PFG Advisors
Arizona
$1.65M +$29.7K +533 +2%
AWS
46
Atria Wealth Solutions
New York
$1.61M +$14K +251 +0.9%
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$1.59M -$137K -2,455 -8%
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$1.53M -$1.4M -25,084 -49%
CI
49
CX Institutional
Indiana
$1.39M +$13.2K +237 +1%
BWM
50
Birchcreek Wealth Management
Ohio
$1.26M -$136K -2,446 -10%