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Fidelity MSCI Financials Index ETF

246 hedge funds and large institutions have $1.06B invested in Fidelity MSCI Financials Index ETF in 2024 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 86 increasing their positions, 49 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

436% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 11

76% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 49

69% more capital invested

Capital invested by funds: $628M → $1.06B (+$432M)

22% more funds holding

Funds holding: 201246 (+45)

1.76% more ownership

Funds ownership: 35.52%37.27% (+1.8%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
246
Holders Change
+45
Holders Change %
+22.39%
% of All Funds
3.24%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
59
Increased
86
Reduced
49
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ASN
26
Advisory Services Network
Georgia
$4.67M -$3.86M -56,184 -45%
Fidelity Investments
27
Fidelity Investments
Massachusetts
$4.55M +$425K +6,187 +10%
PA
28
Procyon Advisors
Connecticut
$4.49M +$4.49M +65,356 New
YWM
29
Yoder Wealth Management
California
$4.01M +$470K +6,835 +13%
MWM
30
Modern Wealth Management
Kansas
$3.86M +$3.86M +56,183 New
MWM
31
Maltin Wealth Management
New Jersey
$3.6M -$180K -2,618 -5%
SSWM
32
Smith Salley Wealth Management
North Carolina
$3.6M +$246K +3,583 +7%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$3.49M -$59.5K -866 -2%
Mariner
34
Mariner
Kansas
$3.34M -$209K -3,035 -6%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$3.18M -$4.8M -69,890 -60%
BCI
36
Brinker Capital Investments
Pennsylvania
$2.71M +$580K +8,439 +27%
OPS
37
Orion Portfolio Solutions
Nebraska
$2.71M +$580K +8,439 +27%
Goldman Sachs
38
Goldman Sachs
New York
$2.62M +$2.62M +38,131 New
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$2.38M -$2.15M -31,267 -47%
LA
40
Lynch & Associates
Indiana
$2.35M -$22.3K -324 -0.9%
ECM
41
Exchange Capital Management
Michigan
$2.33M -$74.1K -1,079 -3%
EWA
42
EP Wealth Advisors
California
$2.31M -$412 -6 -0%
KPWS
43
Kestra Private Wealth Services
Texas
$2.3M -$80.7K -1,174 -3%
SSW
44
Smith Shellnut Wilson
Mississippi
$2.19M +$2.19M +31,889 New
PFGIA
45
Patriot Financial Group Insurance Agency
Massachusetts
$2.12M +$2.06K +30 +0.1%
AAS
46
Ameritas Advisory Services
Nebraska
$2.05M +$7.63K +111 +0.4%
SCA
47
Snowden Capital Advisors
New York
$2M -$49.8K -724 -2%
MA
48
Maxele Advisors
Missouri
$1.92M +$1.92M +27,931 New
PAG
49
Private Advisor Group
New Jersey
$1.91M +$1.44M +20,997 +310%
KPWM
50
KDK Private Wealth Management
Texas
$1.86M +$1.86M +27,021 New