We are live on ! Find out more
FNCL icon

Fidelity MSCI Financials Index ETF

95 hedge funds and large institutions have $251M invested in Fidelity MSCI Financials Index ETF in 2017 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 43 increasing their positions, 27 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 10

59% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 27

4% more funds holding

Funds holding: 9195 (+4)

0.11% less ownership

Funds ownership: 30.72%30.61% (-0.11%)

3% less capital invested

Capital invested by funds: $259M → $251M (-$7.98M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
95
Holders Change
+4
Holders Change %
+4.4%
% of All Funds
2.37%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
16
Increased
43
Reduced
27
Closed
10
Calls
$20K
Puts
Net Calls
+$20K
Net Calls Change
+$20K
Name Holding Trade Value Shares
Change
Change in
Stake
RCA
51
Rowland Carmichael Advisors
Arizona
$498K -$5.62K -160 -1%
SB
52
Suntrust Banks
Georgia
$479K +$463K +13,180 New
CRC
53
Curi RMB Capital
Illinois
$472K
CPA
54
Court Place Advisors
Maryland
$470K +$159K +4,540 +54%
LA
55
Lynch & Associates
Indiana
$467K +$4.39K +125 +1%
WWM
56
Willingdon Wealth Management
North Carolina
$451K +$27K +768 +7%
SHIM
57
Stone House Investment Management
Pennsylvania
$416K +$2.28K +65 +0.6%
FA
58
FDx Advisors
Illinois
$414K +$34.6K +986 +9%
WA
59
WFG Advisors
Texas
$405K +$137K +3,908 +54%
Fidelity Investments
60
Fidelity Investments
Massachusetts
$370K +$31.3K +891 +10%
UBS Group
61
UBS Group
Switzerland
$360K +$326K +9,288 +1,515%
DADC
62
D.A. Davidson & Co
Montana
$339K +$18K +512 +6%
UCFA
63
United Capital Financial Advisors
Texas
$318K +$307K +8,739 New
HCA
64
Heck Capital Advisors
Wisconsin
$316K +$87.1K +2,481 +40%
KTC
65
Kistler-Tiffany Companies
Pennsylvania
$305K
LNC
66
Lincoln National Corp
Pennsylvania
$300K +$81K +2,306 +39%
WPP
67
Whalerock Point Partners
Rhode Island
$298K +$287K +8,187 New
IC
68
InterOcean Capital
Illinois
$290K -$15K -427 -5%
SWP
69
Stratos Wealth Partners
Ohio
$279K +$269K +7,671 New
TRCT
70
Tower Research Capital (TRC)
New York
$241K +$233K +6,644 New
AW
71
ACG Wealth
Georgia
$236K -$13.1K -373 -5%
SS
72
Sunbelt Securities
Texas
$236K +$228K +6,504 New
JP Morgan Chase
73
JP Morgan Chase
New York
$186K +$26.4K +751 +17%
RFWA
74
RPg Family Wealth Advisory
Massachusetts
$145K -$13.6K -387 -9%
Northwestern Mutual Wealth Management
75
Northwestern Mutual Wealth Management
Wisconsin
$118K -$14.2K -404 -11%