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Fidelity MSCI Financials Index ETF

201 hedge funds and large institutions have $628M invested in Fidelity MSCI Financials Index ETF in 2024 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 61 increasing their positions, 59 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 14

15% more capital invested

Capital invested by funds: $548M → $628M (+$79.5M)

7% more funds holding

Funds holding: 187201 (+14)

1.18% more ownership

Funds ownership: 34.34%35.52% (+1.2%)

3% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 59

84% less call options, than puts

Call options by funds: $32K | Put options by funds: $204K

Holders
201
Holders Change
+14
Holders Change %
+7.49%
% of All Funds
2.89%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
29
Increased
61
Reduced
59
Closed
14
Calls
$32K
Puts
$204K
Net Calls
-$172K
Net Calls Change
-$172K
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
51
Meridian Wealth Management
Kentucky
$1.17M +$1.12M +18,273 New
LA
52
Lifeworks Advisors
Michigan
$1.16M +$1.12M +18,143 New
Cetera Investment Advisers
53
Cetera Investment Advisers
Illinois
$1.04M +$28.4K +462 +3%
RPGK
54
Retirement Planning Group (Kansas)
Kansas
$1.03M
MFG
55
Merit Financial Group
Georgia
$1.01M -$55.8K -908 -5%
ACA
56
Atlas Capital Advisors
Wyoming
$1M -$4.92K -80 -0.5%
TCM
57
Traynor Capital Management
Pennsylvania
$949K -$7.87K -128 -0.9%
RJFSA
58
Raymond James Financial Services Advisors
Florida
$879K +$216K +3,515 +34%
PA
59
PFG Advisors
Arizona
$876K -$875K -14,230 -51%
SF
60
Summit Financial
New Jersey
$864K +$832K +13,527 New
GGS
61
Galvin Gaustad & Stein
Arizona
$860K -$134K -2,172 -14%
RRCM
62
Rappaport Reiches Capital Management
Illinois
$853K +$3.44K +56 +0.4%
Pathstone Holdings
63
Pathstone Holdings
New Jersey
$847K -$1.66K -27 -0.2%
GCM
64
G2 Capital Management
Ohio
$797K -$167K -2,708 -18%
GJIA
65
Glass Jacobson Investment Advisors
Maryland
$790K +$19.4K +316 +3%
WWM
66
Western Wealth Management
Colorado
$789K -$91.4K -1,487 -11%
PCH
67
PGIM Custom Harvest
New Jersey
$787K -$65.9K -1,071 -8%
Citigroup
68
Citigroup
New York
$743K +$157K +2,553 +28%
SPC
69
Sigma Planning Corp
Michigan
$626K +$19.4K +316 +3%
MF
70
Montis Financial
Massachusetts
$607K +$584K +9,503 New
Renaissance Technologies
71
Renaissance Technologies
New York
$594K +$178K +2,900 +45%
Wealth Enhancement Advisory Services
72
Wealth Enhancement Advisory Services
Minnesota
$592K -$67.9K -1,104 -11%
WIA
73
World Investment Advisors
California
$579K +$2.34K +38 +0.4%
BCA
74
Bay Colony Advisors
Massachusetts
$571K +$38.1K +619 +7%
Creative Planning
75
Creative Planning
Kansas
$557K +$94.5K +1,537 +21%