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Fidelity MSCI Financials Index ETF

185 hedge funds and large institutions have $465M invested in Fidelity MSCI Financials Index ETF in 2022 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 53 increasing their positions, 64 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.71% less ownership

Funds ownership: 33.09%32.38% (-0.71%)

6% less funds holding

Funds holding: 196185 (-11)

17% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 64

25% less capital invested

Capital invested by funds: $620M → $465M (-$155M)

35% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 26

Holders
185
Holders Change
-11
Holders Change %
-5.61%
% of All Funds
3.12%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
17
Increased
53
Reduced
64
Closed
26
Calls
$835K
Puts
Net Calls
+$835K
Net Calls Change
+$455K
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
51
Susquehanna International Group
Pennsylvania
$1.44M -$1.52M -31,159 -49%
RSWM
52
Robertson Stephens Wealth Management
California
$1.44M
SPC
53
Sigma Planning Corp
Michigan
$1.39M -$134K -2,738 -8%
CAN
54
Cetera Advisor Networks
California
$1.37M +$8.06K +165 +0.5%
PGWM
55
Pitti Group Wealth Management
New York
$1.34M -$342 -7 -0%
FIM
56
Freedom Investment Management
Connecticut
$1.32M -$243K -4,969 -14%
BCA
57
Bray Capital Advisors
Florida
$1.31M
WWM
58
Western Wealth Management
Colorado
$1.23M -$18.2K -373 -1%
NA
59
NewEdge Advisors
Louisiana
$1.18M -$865K -17,695 -40%
EWM
60
EPG Wealth Management
Georgia
$1.17M +$78.6K +1,608 +7%
LA
61
Lynch & Associates
Indiana
$1.09M +$10.3K +210 +0.9%
FA
62
Faithward Advisors
Pennsylvania
$1.04M +$25.6K +523 +2%
MA
63
Maxele Advisors
Missouri
$1M -$65.1K -1,331 -6%
RBFC
64
Roman Butler Fullerton & Co
Missouri
$971K -$93.8K -1,920 -8%
Citadel Advisors
65
Citadel Advisors
Florida
$911K -$1.45M -29,756 -59%
CM
66
Cornerstone Management
Georgia
$883K -$69.2K -1,415 -7%
LA
67
Lifeworks Advisors
Michigan
$883K +$182K +3,733 +23%
SW
68
SVB Wealth
Massachusetts
$881K -$72.3K -1,480 -7%
MML Investors Services
69
MML Investors Services
Massachusetts
$858K -$380K -7,781 -29%
Truist Financial
70
Truist Financial
North Carolina
$819K +$1.51K +31 +0.2%
LG
71
Leuthold Group
Minnesota
$738K +$222K +4,551 +38%
MFG
72
Merit Financial Group
Georgia
$730K +$5.67K +116 +0.7%
KWM
73
KerberRose Wealth Management
Wisconsin
$726K +$795K +16,273 New
GCM
74
G2 Capital Management
Ohio
$678K
TCM
75
Traynor Capital Management
Pennsylvania
$677K -$32.9K -673 -4%