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Fidelity MSCI Financials Index ETF

116 hedge funds and large institutions have $344M invested in Fidelity MSCI Financials Index ETF in 2017 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 52 increasing their positions, 30 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

189% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 9

73% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 30

17% more funds holding

Funds holding: 99116 (+17)

14% more capital invested

Capital invested by funds: $303M → $344M (+$41.8M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2.54% less ownership

Funds ownership: 32.05%29.51% (-2.5%)

Holders
116
Holders Change
+17
Holders Change %
+17.17%
% of All Funds
2.63%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
26
Increased
52
Reduced
30
Closed
9
Calls
$3K
Puts
Net Calls
+$3K
Net Calls Change
+$3K
Name Holding Trade Value Shares
Change
Change in
Stake
LNC
51
Lincoln National Corp
Pennsylvania
$706K +$368K +9,336 +117%
CAN
52
Cetera Advisor Networks
California
$683K -$5.05K -128 -0.8%
BCM
53
Beck Capital Management
Texas
$645K +$280K +7,116 +82%
PAG
54
Private Advisor Group
New Jersey
$640K +$17.3K +440 +3%
WWM
55
Willingdon Wealth Management
North Carolina
$632K +$72.3K +1,834 +13%
Fidelity Investments
56
Fidelity Investments
Massachusetts
$610K +$111K +2,823 +23%
FA
57
FMA Advisory
Pennsylvania
$597K +$66.3K +1,681 +13%
SSWM
58
Smith Salley Wealth Management
North Carolina
$589K +$569K +14,443 New
HCA
59
Heck Capital Advisors
Wisconsin
$580K +$74.7K +1,895 +15%
BAM
60
Belpointe Asset Management
Nevada
$563K +$544K +13,806 New
RCA
61
Rowland Carmichael Advisors
Arizona
$549K -$12.3K -311 -2%
BRWA
62
B. Riley Wealth Advisors
Florida
$542K +$523K +13,274 New
Barclays
63
Barclays
United Kingdom
$542K +$524K +13,300 New
LA
64
Lynch & Associates
Indiana
$518K +$2.21K +56 +0.4%
Royal Bank of Canada
65
Royal Bank of Canada
Ontario, Canada
$497K -$2.09M -53,121 -81%
FAM
66
Flaharty Asset Management
Florida
$480K +$1.7K +43 +0.4%
FIM
67
Freedom Investment Management
Connecticut
$477K -$420K -10,658 -48%
UBS Group
68
UBS Group
Switzerland
$452K +$144K +3,659 +49%
SHIM
69
Stone House Investment Management
Pennsylvania
$442K -$6.35K -161 -1%
EIA
70
Eldridge Investment Advisors
New Hampshire
$430K +$418K +10,594 New
Wolverine Trading
71
Wolverine Trading
Illinois
$422K +$408K +10,361 New
AFP
72
Ausdal Financial Partners
Iowa
$418K +$405K +10,265 New
WPP
73
Whalerock Point Partners
Rhode Island
$407K +$5.12K +130 +1%
AG
74
Advisor Group
Arizona
$399K -$277K -7,028 -42%
DADC
75
D.A. Davidson & Co
Montana
$392K +$315 +8 +0.1%