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Fidelity MSCI Financials Index ETF

147 hedge funds and large institutions have $342M invested in Fidelity MSCI Financials Index ETF in 2019 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 41 increasing their positions, 50 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

240% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 10

17% more funds holding

Funds holding: 126147 (+21)

12% more capital invested

Capital invested by funds: $306M → $342M (+$36.4M)

0.68% more ownership

Funds ownership: 30.9%31.58% (+0.68%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

18% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 50

Holders
147
Holders Change
+21
Holders Change %
+16.67%
% of All Funds
2.9%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
34
Increased
41
Reduced
50
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Barclays
51
Barclays
United Kingdom
$857K
JP Morgan Chase
52
JP Morgan Chase
New York
$850K -$8.53K -201 -1%
FA
53
FMA Advisory
Pennsylvania
$839K +$17.6K +415 +2%
Goldman Sachs
54
Goldman Sachs
New York
$838K -$7.81K -184 -1%
IAA
55
Independent Advisor Alliance
North Carolina
$837K +$577K +13,593 +259%
CAN
56
Cetera Advisor Networks
California
$804K +$30K +706 +4%
CPA
57
Court Place Advisors
Maryland
$771K -$8.23K -194 -1%
SCA
58
Snowden Capital Advisors
New York
$767K +$4.63K +109 +0.6%
DLCIG
59
D.L. Carlson Investment Group
New Hampshire
$751K -$2.5K -59 -0.3%
CONA
60
Capital One National Association
New York
$734K +$701K +16,517 New
MWC
61
MKD Wealth Coaches
Michigan
$701K -$7.13K -168 -1%
CH
62
Canton Hathaway
Rhode Island
$656K +$65.4K +1,541 +12%
NFG
63
Next Financial Group
Texas
$652K +$623K +14,674 New
AIC
64
Ameritas Investment Company
Nebraska
$648K -$16.2K -381 -3%
RJA
65
Raymond James & Associates
Florida
$634K +$191K +4,494 +46%
BCA
66
Bay Colony Advisors
Massachusetts
$579K -$2.97K -70 -0.5%
FWM
67
Foresight Wealth Management
Utah
$542K
Creative Planning
68
Creative Planning
Kansas
$509K +$76K +1,790 +18%
AW
69
ACG Wealth
Georgia
$486K -$128K -3,014 -22%
Koshinski Asset Management
70
Koshinski Asset Management
Illinois
$476K +$134K +3,160 +42%
APA
71
American Portfolios Advisors
New York
$466K -$65.8K -1,551 -13%
Rockefeller Capital Management
72
Rockefeller Capital Management
New York
$466K
VNA
73
Valley National Advisers
Pennsylvania
$462K
Jane Street
74
Jane Street
New York
$438K -$5.44M -128,282 -93%
SXL
75
Summit X LLC
Missouri
$434K -$16.3K -385 -4%