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Fidelity MSCI Financials Index ETF

137 hedge funds and large institutions have $544M invested in Fidelity MSCI Financials Index ETF in 2018 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 67 increasing their positions, 24 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

550% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 4

179% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 24

58% more capital invested

Capital invested by funds: $344M → $544M (+$199M)

18% more funds holding

Funds holding: 116137 (+21)

5.85% more ownership

Funds ownership: 29.51%35.36% (+5.8%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
137
Holders Change
+21
Holders Change %
+18.1%
% of All Funds
3.14%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
26
Increased
67
Reduced
24
Closed
4
Calls
$864K
Puts
Net Calls
+$864K
Net Calls Change
+$861K
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
51
Beck Capital Management
Texas
$827K +$196K +4,675 +30%
DLCIG
52
D.L. Carlson Investment Group
New Hampshire
$799K -$20.4K -486 -2%
CAN
53
Cetera Advisor Networks
California
$773K +$98.6K +2,349 +14%
AWA
54
ARS Wealth Advisors
Florida
$765K -$141K -3,370 -15%
CPA
55
Court Place Advisors
Maryland
$761K +$210 +5 +0%
IA
56
IFP Advisors
Florida
$754K
FA
57
FMA Advisory
Pennsylvania
$731K +$145K +3,445 +24%
Fidelity Investments
58
Fidelity Investments
Massachusetts
$709K +$109K +2,597 +17%
WWM
59
Willingdon Wealth Management
North Carolina
$683K +$59.3K +1,414 +9%
Royal Bank of Canada
60
Royal Bank of Canada
Ontario, Canada
$675K +$189K +4,503 +37%
SSWM
61
Smith Salley Wealth Management
North Carolina
$657K +$76.2K +1,816 +13%
CA
62
Cetera Advisors
Colorado
$634K -$144K -3,436 -18%
LA
63
Lynch & Associates
Indiana
$563K +$51.6K +1,230 +10%
Millennium Management
64
Millennium Management
New York
$550K +$571K +13,609 New
APA
65
American Portfolios Advisors
New York
$548K +$229K +5,451 +67%
Barclays
66
Barclays
United Kingdom
$537K
BRWA
67
B. Riley Wealth Advisors
Florida
$523K -$13.9K -332 -3%
WPP
68
Whalerock Point Partners
Rhode Island
$520K +$122K +2,909 +29%
RCA
69
Rowland Carmichael Advisors
Arizona
$515K -$30K -716 -5%
FA
70
FDx Advisors
Illinois
$511K +$182K +4,328 +52%
IA
71
IFG Advisory
Georgia
$509K +$223K +5,310 +68%
SHIM
72
Stone House Investment Management
Pennsylvania
$499K +$63.6K +1,516 +14%
FAM
73
Flaharty Asset Management
Florida
$460K +$1.89K +45 +0.4%
AFP
74
Ausdal Financial Partners
Iowa
$445K +$31.4K +748 +7%
NL
75
NWAM LLC
Washington
$444K +$461K +10,985 New