We are live on ! Find out more
FNCL icon

Fidelity MSCI Financials Index ETF

176 hedge funds and large institutions have $648M invested in Fidelity MSCI Financials Index ETF in 2021 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 80 increasing their positions, 39 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more funds holding in top 10

Funds holding in top 10: 15 (+4)

105% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 39

60% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 15

60% more call options, than puts

Call options by funds: $452K | Put options by funds: $283K

9% more capital invested

Capital invested by funds: $595M → $648M (+$53.2M)

5% more funds holding

Funds holding: 168176 (+8)

4.18% less ownership

Funds ownership: 39.8%35.62% (-4.2%)

Holders
176
Holders Change
+8
Holders Change %
+4.76%
% of All Funds
3.06%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.09%
New
24
Increased
80
Reduced
39
Closed
15
Calls
$452K
Puts
$283K
Net Calls
+$169K
Net Calls Change
+$169K
Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
51
Truist Financial
North Carolina
$1.68M -$59.6K -1,139 -3%
SSWM
52
Smith Salley Wealth Management
North Carolina
$1.63M +$113K +2,152 +7%
AIC
53
Ameritas Investment Company
Nebraska
$1.61M +$1.4M +26,766 +1,354%
Northwestern Mutual Wealth Management
54
Northwestern Mutual Wealth Management
Wisconsin
$1.55M +$114K +2,178 +8%
BCA
55
Bray Capital Advisors
Florida
$1.53M
KPWS
56
Kestra Private Wealth Services
Texas
$1.53M +$38.3K +731 +3%
SPC
57
Sigma Planning Corp
Michigan
$1.45M -$374K -7,143 -21%
ST
58
Spinnaker Trust
Maine
$1.38M -$1.81M -34,507 -57%
Fidelity Investments
59
Fidelity Investments
Massachusetts
$1.29M +$151K +2,893 +13%
SW
60
SVB Wealth
Massachusetts
$1.27M -$158K -3,017 -11%
SWM
61
Spire Wealth Management
Virginia
$1.23M +$12.2K +234 +1%
RIA
62
Regal Investment Advisors
Michigan
$1.2M +$1.19M +22,826 New
HAS
63
HBW Advisory Services
California
$1.18M +$1.18M +22,509 New
LA
64
Lynch & Associates
Indiana
$1.17M +$54K +1,032 +5%
EWM
65
EPG Wealth Management
Georgia
$1.14M +$558K +10,655 +96%
CM
66
Cornerstone Management
Georgia
$1.11M
ASN
67
Advisory Services Network
Georgia
$1.09M +$55.9K +1,068 +5%
ACA
68
Atlas Capital Advisors
Wyoming
$1.07M +$71K +1,356 +7%
Barclays
69
Barclays
United Kingdom
$1.02M +$7.38K +141 +0.7%
VC
70
Vicus Capital
Pennsylvania
$1.02M -$91.5K -1,749 -8%
CAN
71
Cetera Advisor Networks
California
$1M +$698K +13,341 +228%
HCA
72
Heck Capital Advisors
Wisconsin
$992K -$21.5K -411 -2%
RBFC
73
Roman Butler Fullerton & Co
Missouri
$988K +$99.9K +1,910 +11%
AWA
74
Arkadios Wealth Advisors
Georgia
$987K +$622K +11,884 +170%
PA
75
PFG Advisors
Arizona
$933K +$173K +3,314 +23%