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Fidelity MSCI Financials Index ETF

196 hedge funds and large institutions have $568M invested in Fidelity MSCI Financials Index ETF in 2024 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 55 increasing their positions, 63 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

17% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 23

5% more capital invested

Capital invested by funds: $540M → $568M (+$27.8M)

2% more funds holding

Funds holding: 192196 (+4)

1.35% less ownership

Funds ownership: 35.87%34.52% (-1.4%)

13% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 63

Holders
196
Holders Change
+4
Holders Change %
+2.08%
% of All Funds
2.82%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
27
Increased
55
Reduced
63
Closed
23
Calls
$316K
Puts
Net Calls
+$316K
Net Calls Change
+$47K
Name Holding Trade Value Shares
Change
Change in
Stake
BFA
51
Beaumont Financial Advisors
Massachusetts
$1.25M -$246K -4,417 -17%
Mercer Global Advisors
52
Mercer Global Advisors
Colorado
$1.19M -$25.7K -461 -2%
MFG
53
Merit Financial Group
Georgia
$987K -$143K -2,563 -13%
SPC
54
Sigma Planning Corp
Michigan
$962K +$441K +7,914 +96%
RPGK
55
Retirement Planning Group (Kansas)
Kansas
$955K
TCM
56
Traynor Capital Management
Pennsylvania
$945K +$30.8K +553 +4%
Cetera Investment Advisers
57
Cetera Investment Advisers
Illinois
$943K +$310K +5,576 +54%
ACA
58
Atlas Capital Advisors
Wyoming
$939K +$54K +969 +7%
GCM
59
G2 Capital Management
Ohio
$902K
FA
60
Faithward Advisors
Pennsylvania
$883K -$8.74K -157 -1%
WWM
61
Western Wealth Management
Colorado
$822K +$167 +3 +0%
Pathstone Holdings
62
Pathstone Holdings
New Jersey
$800K +$55K +988 +8%
PCH
63
PGIM Custom Harvest
New Jersey
$795K
UBS Group
64
UBS Group
Switzerland
$794K +$627K +11,269 +537%
Renaissance Technologies
65
Renaissance Technologies
New York
$790K +$741K +13,300 New
RRCM
66
Rappaport Reiches Capital Management
Illinois
$787K +$3.29K +59 +0.4%
GJIA
67
Glass Jacobson Investment Advisors
Maryland
$707K +$31.5K +565 +5%
SW
68
SVB Wealth
Massachusetts
$649K +$223K +4,004 +58%
CF
69
Centaurus Financial
California
$614K -$175K -3,152 -23%
RJFSA
70
Raymond James Financial Services Advisors
Florida
$603K -$891 -16 -0.2%
KeyBank National Association
71
KeyBank National Association
Ohio
$568K -$32.6K -585 -6%
PAG
72
Private Advisor Group
New Jersey
$566K -$18.8K -337 -3%
CPA
73
Court Place Advisors
Maryland
$521K -$6.68K -120 -1%
BCA
74
Bay Colony Advisors
Massachusetts
$482K +$5.57K +100 +1%
HIC
75
Hartline Investment Corp
Illinois
$482K +$452K +8,118 New