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Fidelity MSCI Financials Index ETF

201 hedge funds and large institutions have $628M invested in Fidelity MSCI Financials Index ETF in 2024 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 61 increasing their positions, 59 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 14

15% more capital invested

Capital invested by funds: $548M → $628M (+$79.5M)

7% more funds holding

Funds holding: 187201 (+14)

1.18% more ownership

Funds ownership: 34.34%35.52% (+1.2%)

3% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 59

84% less call options, than puts

Call options by funds: $32K | Put options by funds: $204K

Holders
201
Holders Change
+14
Holders Change %
+7.49%
% of All Funds
2.89%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
29
Increased
61
Reduced
59
Closed
14
Calls
$32K
Puts
$204K
Net Calls
-$172K
Net Calls Change
-$172K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
26
Fidelity Investments
Massachusetts
$3.83M +$211K +3,438 +6%
KAS
27
Kestra Advisory Services
Texas
$3.68M -$665K -10,815 -16%
MWM
28
Maltin Wealth Management
New Jersey
$3.52M +$68.2K +1,109 +2%
Mariner
29
Mariner
Kansas
$3.3M +$216K +3,509 +7%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$3.3M -$341K -5,541 -10%
YWM
31
Yoder Wealth Management
California
$3.29M +$225K +3,653 +8%
SSWM
32
Smith Salley Wealth Management
North Carolina
$3.11M +$506K +8,225 +20%
ECM
33
Exchange Capital Management
Michigan
$2.24M -$38.3K -623 -2%
KPWS
34
Kestra Private Wealth Services
Texas
$2.21M +$33.6K +546 +2%
LA
35
Lynch & Associates
Indiana
$2.21M +$79.3K +1,289 +4%
EWA
36
EP Wealth Advisors
California
$2.15M -$143K -2,326 -6%
BCI
37
Brinker Capital Investments
Pennsylvania
$1.98M -$138K -2,238 -7%
OPS
38
Orion Portfolio Solutions
Nebraska
$1.98M -$138K -2,238 -7%
PFGIA
39
Patriot Financial Group Insurance Agency
Massachusetts
$1.97M +$43.4K +706 +2%
SCA
40
Snowden Capital Advisors
New York
$1.9M +$22.6K +367 +1%
AAS
41
Ameritas Advisory Services
Nebraska
$1.9M +$73.4K +1,194 +4%
Ameriprise
42
Ameriprise
Minnesota
$1.76M -$28.5K -464 -2%
RSWM
43
Robertson Stephens Wealth Management
California
$1.57M
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$1.53M -$489K -7,951 -25%
UBS Group
45
UBS Group
Switzerland
$1.53M +$1.14M +18,535 +341%
BFA
46
Beaumont Financial Advisors
Massachusetts
$1.41M +$62.3K +1,014 +5%
VWM
47
VCI Wealth Management
Missouri
$1.39M -$1.88M -30,651 -59%
AWS
48
Atria Wealth Solutions
New York
$1.35M +$121K +1,964 +10%
Mercer Global Advisors
49
Mercer Global Advisors
Colorado
$1.25M +$235K +3,829 +24%
BWM
50
Birchcreek Wealth Management
Ohio
$1.2M -$41.1K -669 -3%