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Fidelity MSCI Financials Index ETF

126 hedge funds and large institutions have $306M invested in Fidelity MSCI Financials Index ETF in 2019 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 35 increasing their positions, 55 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

2% less funds holding

Funds holding: 128126 (-2)

4.57% less ownership

Funds ownership: 35.48%30.9% (-4.6%)

14% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 14

25% less capital invested

Capital invested by funds: $406M → $306M (-$100M)

36% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 55

Holders
126
Holders Change
-2
Holders Change %
-1.56%
% of All Funds
2.76%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
12
Increased
35
Reduced
55
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FA
51
FMA Advisory
Pennsylvania
$751K +$11.4K +284 +2%
CPA
52
Court Place Advisors
Maryland
$714K -$71.9K -1,792 -9%
CAN
53
Cetera Advisor Networks
California
$706K +$18.7K +467 +3%
SCA
54
Snowden Capital Advisors
New York
$697K +$37.7K +940 +6%
SAM
55
Shamrock Asset Management
Texas
$696K +$679K +16,924 +8,547%
DLCIG
56
D.L. Carlson Investment Group
New Hampshire
$690K -$35.8K -891 -5%
SSWM
57
Smith Salley Wealth Management
North Carolina
$660K +$44.7K +1,114 +7%
MWC
58
MKD Wealth Coaches
Michigan
$649K +$10.4K +258 +2%
AIC
59
Ameritas Investment Company
Nebraska
$609K +$357K +8,893 +147%
AW
60
ACG Wealth
Georgia
$567K -$34.4K -856 -6%
MAFM
61
Mid Atlantic Financial Management
Pennsylvania
$540K +$28K +698 +6%
CH
62
Canton Hathaway
Rhode Island
$538K +$245K +6,093 +85%
BCA
63
Bay Colony Advisors
Massachusetts
$531K -$20.1K -500 -4%
FWM
64
Foresight Wealth Management
Utah
$496K
APA
65
American Portfolios Advisors
New York
$490K -$160K -3,981 -25%
Rockefeller Capital Management
66
Rockefeller Capital Management
New York
$427K +$422K +10,500 New
VNA
67
Valley National Advisers
Pennsylvania
$423K -$4.46K -111 -1%
SXL
68
Summit X LLC
Missouri
$413K -$17.4K -433 -4%
RJA
69
Raymond James & Associates
Florida
$398K +$393K +9,781 New
Creative Planning
70
Creative Planning
Kansas
$394K +$113K +2,804 +41%
WPP
71
Whalerock Point Partners
Rhode Island
$381K -$4.26K -106 -1%
DBRC
72
D.B. Root & Company
Pennsylvania
$374K
DOA
73
D'Orazio & Associates
Virginia
$358K
GRP
74
Global Retirement Partners
California
$351K -$6.38K -159 -2%
SS
75
Sunbelt Securities
Texas
$316K +$43K +1,071 +16%