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Fidelity MSCI Financials Index ETF

198 hedge funds and large institutions have $634M invested in Fidelity MSCI Financials Index ETF in 2021 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 69 increasing their positions, 51 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

112% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 17

35% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 51

7% more funds holding

Funds holding: 185198 (+13)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4.18% less ownership

Funds ownership: 37.64%33.46% (-4.2%)

7% less capital invested

Capital invested by funds: $678M → $634M (-$44.4M)

Holders
198
Holders Change
+13
Holders Change %
+7.03%
% of All Funds
3.05%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
36
Increased
69
Reduced
51
Closed
17
Calls
$1K
Puts
Net Calls
+$1K
Net Calls Change
-$580K
Name Holding Trade Value Shares
Change
Change in
Stake
SPC
51
Sigma Planning Corp
Michigan
$1.85M +$211K +3,731 +13%
Northwestern Mutual Wealth Management
52
Northwestern Mutual Wealth Management
Wisconsin
$1.82M +$221K +3,907 +14%
RSWM
53
Robertson Stephens Wealth Management
California
$1.8M -$16.9K -299 -0.9%
PGWM
54
Pitti Group Wealth Management
New York
$1.66M +$1.68M +29,732 New
BCA
55
Bray Capital Advisors
Florida
$1.64M
HCA
56
Heck Capital Advisors
Wisconsin
$1.62M +$487K +8,620 +42%
MML Investors Services
57
MML Investors Services
Massachusetts
$1.47M -$567K -10,050 -28%
PPA
58
Parametric Portfolio Associates
Washington
$1.44M +$352K +6,238 +32%
Truist Financial
59
Truist Financial
North Carolina
$1.42M -$93.3K -1,652 -6%
CAN
60
Cetera Advisor Networks
California
$1.37M +$170K +3,013 +14%
LA
61
Lynch & Associates
Indiana
$1.32M +$73.2K +1,296 +6%
SW
62
SVB Wealth
Massachusetts
$1.31M -$48K -850 -3%
VC
63
Vicus Capital
Pennsylvania
$1.29M +$248K +4,394 +24%
FA
64
Faithward Advisors
Pennsylvania
$1.28M -$21.2K -376 -2%
FTUS
65
Flow Traders U.S.
New York
$1.27M -$543K -9,615 -30%
MA
66
Maxele Advisors
Missouri
$1.26M +$1.27M +22,457 New
EWM
67
EPG Wealth Management
Georgia
$1.23M +$36.4K +645 +3%
SWM
68
Spire Wealth Management
Virginia
$1.22M +$22.7K +402 +2%
CM
69
Cornerstone Management
Georgia
$1.19M
OMC
70
Old Mission Capital
Illinois
$1.15M +$1.16M +20,468 New
RBFC
71
Roman Butler Fullerton & Co
Missouri
$1.14M +$94.3K +1,671 +9%
LG
72
Leuthold Group
Minnesota
$1.09M +$403K +7,147 +58%
Barclays
73
Barclays
United Kingdom
$1.08M -$1.07K -19 -0.1%
PA
74
PFG Advisors
Arizona
$1.06M +$103K +1,822 +11%
SS
75
Sunbelt Securities
Texas
$1.01M +$231K +4,090 +31%