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Fidelity MSCI Financials Index ETF

182 hedge funds and large institutions have $484M invested in Fidelity MSCI Financials Index ETF in 2022 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 65 increasing their positions, 58 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 58

2.52% more ownership

Funds ownership: 32.38%34.9% (+2.5%)

4% more capital invested

Capital invested by funds: $465M → $484M (+$18.9M)

7% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 15

2% less funds holding

Funds holding: 185182 (-3)

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
182
Holders Change
-3
Holders Change %
-1.62%
% of All Funds
3.14%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
14
Increased
65
Reduced
58
Closed
15
Calls
$715K
Puts
Net Calls
+$715K
Net Calls Change
-$120K
Name Holding Trade Value Shares
Change
Change in
Stake
SPC
51
Sigma Planning Corp
Michigan
$1.36M +$13.3K +282 +0.9%
AWM
52
AE Wealth Management
Kansas
$1.33M -$1.96M -41,718 -57%
PGWM
53
Pitti Group Wealth Management
New York
$1.29M +$4.04K +86 +0.3%
RSWM
54
Robertson Stephens Wealth Management
California
$1.29M -$101K -2,144 -7%
BCA
55
Bray Capital Advisors
Florida
$1.26M
RA
56
RFG Advisory
Alabama
$1.26M +$870K +18,500 +258%
WWM
57
Western Wealth Management
Colorado
$1.19M -$188 -4 -0%
FIM
58
Freedom Investment Management
Connecticut
$1.18M -$97.7K -2,078 -7%
PA
59
PFG Advisors
Arizona
$1.18M +$1.29M +27,405 New
EWM
60
EPG Wealth Management
Georgia
$1.15M +$25.4K +541 +2%
NA
61
NewEdge Advisors
Louisiana
$1.09M -$52.6K -1,118 -4%
RJT
62
Raymond James Trust
Florida
$1.08M +$1.18M +24,990 New
LA
63
Lynch & Associates
Indiana
$1.06M +$7.43K +158 +0.6%
MFG
64
Merit Financial Group
Georgia
$1.01M +$340K +7,220 +44%
LG
65
Leuthold Group
Minnesota
$983K +$296K +6,294 +38%
MA
66
Maxele Advisors
Missouri
$978K +$9.59K +204 +0.9%
FA
67
Faithward Advisors
Pennsylvania
$923K -$92.7K -1,972 -8%
CM
68
Cornerstone Management
Georgia
$853K
AII
69
AGF Investments Inc
Ontario, Canada
$844K +$921K +19,586 New
FTUS
70
Flow Traders U.S.
New York
$842K -$1M -21,329 -52%
SW
71
SVB Wealth
Massachusetts
$788K -$68K -1,446 -7%
MML Investors Services
72
MML Investors Services
Massachusetts
$777K -$56K -1,191 -6%
Truist Financial
73
Truist Financial
North Carolina
$756K -$38.1K -810 -4%
GCM
74
G2 Capital Management
Ohio
$654K
OPS
75
Orion Portfolio Solutions
Nebraska
$625K +$164K +3,481 +32%