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Fidelity MSCI Financials Index ETF

196 hedge funds and large institutions have $620M invested in Fidelity MSCI Financials Index ETF in 2022 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 73 increasing their positions, 52 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

40% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 52

4% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 27

0.37% less ownership

Funds ownership: 33.46%33.09% (-0.37%)

2% less capital invested

Capital invested by funds: $634M → $620M (-$13.8M)

1% less funds holding

Funds holding: 198196 (-2)

Holders
196
Holders Change
-2
Holders Change %
-1.01%
% of All Funds
3.09%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
28
Increased
73
Reduced
52
Closed
27
Calls
$380K
Puts
Net Calls
+$380K
Net Calls Change
+$379K
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
51
Goldman Sachs
New York
$2.06M +$1.11M +20,076 +112%
Northwestern Mutual Wealth Management
52
Northwestern Mutual Wealth Management
Wisconsin
$1.96M +$204K +3,680 +11%
KPWS
53
Kestra Private Wealth Services
Texas
$1.95M +$40.4K +728 +2%
FIM
54
Freedom Investment Management
Connecticut
$1.87M -$5.53M -99,656 -74%
SPC
55
Sigma Planning Corp
Michigan
$1.84M +$52.4K +944 +3%
RSWM
56
Robertson Stephens Wealth Management
California
$1.74M
SSWM
57
Smith Salley Wealth Management
North Carolina
$1.7M -$284K -5,127 -14%
BCM
58
Brookstone Capital Management
Illinois
$1.66M -$23.1M -416,596 -93%
CAN
59
Cetera Advisor Networks
California
$1.65M +$336K +6,065 +25%
PGWM
60
Pitti Group Wealth Management
New York
$1.62M +$12.3K +221 +0.7%
BCA
61
Bray Capital Advisors
Florida
$1.59M
PPA
62
Parametric Portfolio Associates
Washington
$1.57M +$187K +3,368 +13%
WWM
63
Western Wealth Management
Colorado
$1.52M +$812K +14,634 +110%
SIA
64
Soltis Investment Advisors
Utah
$1.51M +$1.55M +27,939 New
MML Investors Services
65
MML Investors Services
Massachusetts
$1.46M +$37.3K +672 +3%
EWM
66
EPG Wealth Management
Georgia
$1.33M +$141K +2,544 +12%
LA
67
Lynch & Associates
Indiana
$1.31M +$29.5K +532 +2%
MA
68
Maxele Advisors
Missouri
$1.29M +$76.7K +1,383 +6%
RBFC
69
Roman Butler Fullerton & Co
Missouri
$1.27M +$175K +3,162 +16%
FA
70
Faithward Advisors
Pennsylvania
$1.24M -$2.05K -37 -0.2%
SWM
71
Spire Wealth Management
Virginia
$1.2M -$17.7K -319 -1%
SW
72
SVB Wealth
Massachusetts
$1.15M -$126K -2,270 -10%
CM
73
Cornerstone Management
Georgia
$1.15M
FTUS
74
Flow Traders U.S.
New York
$1.04M -$192K -3,460 -15%
Truist Financial
75
Truist Financial
North Carolina
$993K -$395K -7,115 -28%