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Fidelity MSCI Financials Index ETF

177 hedge funds and large institutions have $459M invested in Fidelity MSCI Financials Index ETF in 2023 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 47 increasing their positions, 70 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 18

8% more capital invested

Capital invested by funds: $426M → $459M (+$33.8M)

1.19% more ownership

Funds ownership: 32.43%33.63% (+1.2%)

1% more funds holding

Funds holding: 175177 (+2)

33% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 70

Holders
177
Holders Change
+2
Holders Change %
+1.14%
% of All Funds
2.78%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
22
Increased
47
Reduced
70
Closed
18
Calls
$4.98M
Puts
Net Calls
+$4.98M
Net Calls Change
+$4.33M
Name Holding Trade Value Shares
Change
Change in
Stake
TCM
51
Traynor Capital Management
Pennsylvania
$1.08M -$37.6K -828 -3%
MFG
52
Merit Financial Group
Georgia
$1.08M -$8.04K -177 -0.8%
RA
53
RFG Advisory
Alabama
$1.06M -$1.4M -30,801 -58%
FA
54
Faithward Advisors
Pennsylvania
$964K -$43K -947 -5%
SPC
55
Sigma Planning Corp
Michigan
$883K -$476K -10,477 -36%
SCA
56
Snowden Capital Advisors
New York
$863K +$109K +2,405 +15%
Mercer Global Advisors
57
Mercer Global Advisors
Colorado
$727K -$28.1K -619 -4%
GCM
58
G2 Capital Management
Ohio
$715K
RJT
59
Raymond James Trust
Florida
$696K -$428K -9,423 -39%
WWM
60
Western Wealth Management
Colorado
$651K +$227 +5 +0%
PCH
61
PGIM Custom Harvest
New Jersey
$630K
RRCM
62
Rappaport Reiches Capital Management
Illinois
$615K +$3.5K +77 +0.6%
CI
63
CX Institutional
Indiana
$604K -$4.12M -90,730 -88%
ACA
64
Atlas Capital Advisors
Wyoming
$582K -$183K -4,036 -25%
SW
65
SVB Wealth
Massachusetts
$569K -$7.36K -162 -1%
C
66
CEDRUS
Colorado
$536K +$636 +14 +0.1%
KeyBank National Association
67
KeyBank National Association
Ohio
$531K -$47.3K -1,041 -8%
RJFSA
68
Raymond James Financial Services Advisors
Florida
$531K -$18.1M -397,739 -97%
BCI
69
Brinker Capital Investments
Pennsylvania
$501K +$193K +4,246 +66%
OPS
70
Orion Portfolio Solutions
Nebraska
$501K +$193K +4,246 +66%
PAG
71
Private Advisor Group
New Jersey
$494K -$10.9K -241 -2%
CPA
72
Court Place Advisors
Maryland
$454K -$164K -3,600 -27%
MML Investors Services
73
MML Investors Services
Massachusetts
$446K -$361K -7,957 -46%
GJIA
74
Glass Jacobson Investment Advisors
Maryland
$445K +$429K +9,449 New
CF
75
Centaurus Financial
California
$403K -$88.1K -1,939 -18%