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Fidelity MSCI Financials Index ETF

177 hedge funds and large institutions have $461M invested in Fidelity MSCI Financials Index ETF in 2023 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 60 increasing their positions, 45 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

128,400% more call options, than puts

Call options by funds: $1.28M | Put options by funds: $1K

33% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 45

13% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 16

1.11% more ownership

Funds ownership: 33.63%34.74% (+1.1%)

0% more capital invested

Capital invested by funds: $459M → $461M (+$1.63M)

0% more funds holding

Funds holding: 177177 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
177
Holders Change
Holders Change %
0%
% of All Funds
2.81%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
18
Increased
60
Reduced
45
Closed
16
Calls
$1.28M
Puts
$1K
Net Calls
+$1.28M
Net Calls Change
-$3.69M
Name Holding Trade Value Shares
Change
Change in
Stake
MA
51
Mutual Advisors
Nebraska
$1.1M +$9.38K +194 +0.8%
TCM
52
Traynor Capital Management
Pennsylvania
$1.08M +$4.69K +97 +0.4%
FTUS
53
Flow Traders U.S.
New York
$1.06M +$1.1M +22,765 New
MFG
54
Merit Financial Group
Georgia
$988K -$85.8K -1,775 -8%
AWS
55
Atria Wealth Solutions
New York
$948K -$233K -4,815 -19%
FA
56
Faithward Advisors
Pennsylvania
$939K +$8.61K +178 +0.9%
SCA
57
Snowden Capital Advisors
New York
$836K -$17.6K -363 -2%
Mercer Global Advisors
58
Mercer Global Advisors
Colorado
$787K +$69.6K +1,440 +9%
SPC
59
Sigma Planning Corp
Michigan
$759K -$119K -2,459 -13%
GCM
60
G2 Capital Management
Ohio
$707K
Jane Street
61
Jane Street
New York
$694K +$382K +7,897 +113%
WWM
62
Western Wealth Management
Colorado
$644K +$48 +1 +0%
CF
63
Centaurus Financial
California
$628K +$238K +4,928 +58%
PCH
64
PGIM Custom Harvest
New Jersey
$623K
RRCM
65
Rappaport Reiches Capital Management
Illinois
$611K +$3.24K +67 +0.5%
RJT
66
Raymond James Trust
Florida
$609K -$81.9K -1,694 -11%
ACA
67
Atlas Capital Advisors
Wyoming
$576K
SW
68
SVB Wealth
Massachusetts
$528K -$36.1K -746 -6%
RJFSA
69
Raymond James Financial Services Advisors
Florida
$503K -$22.8K -472 -4%
KeyBank National Association
70
KeyBank National Association
Ohio
$472K -$55K -1,137 -10%
GJIA
71
Glass Jacobson Investment Advisors
Maryland
$471K +$32K +662 +7%
CPA
72
Court Place Advisors
Maryland
$449K
PAG
73
Private Advisor Group
New Jersey
$440K -$49.8K -1,030 -10%
CI
74
CX Institutional
Indiana
$434K -$169K -3,502 -27%
Fisher Asset Management
75
Fisher Asset Management
Washington
$373K +$109K +2,250 +39%