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Fidelity MSCI Financials Index ETF

187 hedge funds and large institutions have $548M invested in Fidelity MSCI Financials Index ETF in 2024 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 67 increasing their positions, 55 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 55

0.18% less ownership

Funds ownership: 34.52%34.34% (-0.18%)

3% less capital invested

Capital invested by funds: $568M → $548M (-$19.8M)

5% less funds holding

Funds holding: 196187 (-9)

18% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 22

100% less funds holding in top 10

Funds holding in top 10: 40 (-4)

Holders
187
Holders Change
-9
Holders Change %
-4.59%
% of All Funds
2.7%
Holding in Top 10
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-100%
% of All Funds
New
18
Increased
67
Reduced
55
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$3.31M -$38.5K -665 -1%
Fidelity Investments
27
Fidelity Investments
Massachusetts
$3.28M +$292K +5,044 +10%
MWM
28
Maltin Wealth Management
New Jersey
$3.13M +$74.3K +1,283 +2%
VWM
29
VCI Wealth Management
Missouri
$3.03M -$149K -2,580 -5%
Mariner
30
Mariner
Kansas
$2.79M -$5.73K -99 -0.2%
YWM
31
Yoder Wealth Management
California
$2.78M -$107K -1,855 -4%
SSWM
32
Smith Salley Wealth Management
North Carolina
$2.35M -$3.99K -69 -0.2%
EWA
33
EP Wealth Advisors
California
$2.08M -$51.4K -888 -2%
ECM
34
Exchange Capital Management
Michigan
$2.07M -$57.9K -1,001 -3%
KPWS
35
Kestra Private Wealth Services
Texas
$1.98M -$17.8K -307 -0.9%
LA
36
Lynch & Associates
Indiana
$1.93M +$36.1K +623 +2%
BCI
37
Brinker Capital Investments
Pennsylvania
$1.92M +$6.83K +118 +0.4%
OPS
38
Orion Portfolio Solutions
Nebraska
$1.92M +$6.83K +118 +0.4%
Goldman Sachs
39
Goldman Sachs
New York
$1.92M -$306K -5,283 -14%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$1.85M +$359K +6,200 +24%
PFGIA
41
Patriot Financial Group Insurance Agency
Massachusetts
$1.74M +$49.1K +848 +3%
SCA
42
Snowden Capital Advisors
New York
$1.71M +$36.1K +623 +2%
AAS
43
Ameritas Advisory Services
Nebraska
$1.65M -$63.6K -1,098 -4%
Ameriprise
44
Ameriprise
Minnesota
$1.63M -$123K -2,121 -7%
PA
45
PFG Advisors
Arizona
$1.62M +$12.9K +223 +0.8%
RSWM
46
Robertson Stephens Wealth Management
California
$1.43M -$191K -3,294 -12%
CI
47
CX Institutional
Indiana
$1.38M +$25.2K +436 +2%
BFA
48
Beaumont Financial Advisors
Massachusetts
$1.22M +$753 +13 +0.1%
BWM
49
Birchcreek Wealth Management
Ohio
$1.13M -$105K -1,812 -9%
AWS
50
Atria Wealth Solutions
New York
$1.11M -$458K -7,917 -29%