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Fidelity MSCI Financials Index ETF

99 hedge funds and large institutions have $303M invested in Fidelity MSCI Financials Index ETF in 2017 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 44 increasing their positions, 34 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 7

29% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 34

20% more capital invested

Capital invested by funds: $251M → $303M (+$51.2M)

4% more funds holding

Funds holding: 9599 (+4)

1.43% more ownership

Funds ownership: 30.61%32.05% (+1.4%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
99
Holders Change
+4
Holders Change %
+4.21%
% of All Funds
2.47%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
12
Increased
44
Reduced
34
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAN
51
Cetera Advisor Networks
California
$640K +$107K +2,922 +21%
AG
52
Advisor Group
Arizona
$639K +$105K +2,873 +21%
PAG
53
Private Advisor Group
New Jersey
$579K -$683K -18,619 -55%
UCFA
54
United Capital Financial Advisors
Texas
$524K +$186K +5,063 +58%
RCA
55
Rowland Carmichael Advisors
Arizona
$523K +$2.75K +75 +0.5%
SG Americas Securities
56
SG Americas Securities
New York
$519K -$782K -21,333 -61%
WWM
57
Willingdon Wealth Management
North Carolina
$519K +$45.9K +1,251 +10%
FA
58
FMA Advisory
Pennsylvania
$492K +$36.4K +993 +8%
CRC
59
Curi RMB Capital
Illinois
$482K -$11K -300 -2%
LA
60
Lynch & Associates
Indiana
$480K -$7.37K -201 -2%
HCA
61
Heck Capital Advisors
Wisconsin
$469K +$134K +3,646 +42%
Fidelity Investments
62
Fidelity Investments
Massachusetts
$461K +$71.9K +1,961 +19%
SAM
63
Shamrock Asset Management
Texas
$446K +$349K +9,508 +425%
FAM
64
Flaharty Asset Management
Florida
$445K +$423K +11,547 +96,225%
FA
65
FDx Advisors
Illinois
$434K +$1.25K +34 +0.3%
SHIM
66
Stone House Investment Management
Pennsylvania
$418K -$16.2K -441 -4%
WPP
67
Whalerock Point Partners
Rhode Island
$374K +$60.7K +1,656 +20%
DADC
68
D.A. Davidson & Co
Montana
$364K +$9.05K +247 +3%
SCA
69
Snowden Capital Advisors
New York
$355K +$342K +9,338 New
SS
70
Sunbelt Securities
Texas
$336K +$85.8K +2,340 +36%
BCM
71
Beck Capital Management
Texas
$330K +$319K +8,696 New
KTC
72
Kistler-Tiffany Companies
Pennsylvania
$319K
SWP
73
Stratos Wealth Partners
Ohio
$315K +$23K +628 +8%
LNC
74
Lincoln National Corp
Pennsylvania
$303K -$9.9K -270 -3%
UBS Group
75
UBS Group
Switzerland
$282K -$90.8K -2,477 -25%