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Fidelity MSCI Financials Index ETF

246 hedge funds and large institutions have $1.06B invested in Fidelity MSCI Financials Index ETF in 2024 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 86 increasing their positions, 49 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

436% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 11

76% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 49

69% more capital invested

Capital invested by funds: $628M → $1.06B (+$432M)

22% more funds holding

Funds holding: 201246 (+45)

1.76% more ownership

Funds ownership: 35.52%37.27% (+1.8%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
246
Holders Change
+45
Holders Change %
+22.39%
% of All Funds
3.24%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
59
Increased
86
Reduced
49
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
51
Ameriprise
Minnesota
$1.82M -$80.7K -1,175 -4%
RSWM
52
Robertson Stephens Wealth Management
California
$1.79M +$95.9K +1,395 +6%
VWM
53
VCI Wealth Management
Missouri
$1.77M +$276K +4,017 +18%
BFA
54
Beaumont Financial Advisors
Massachusetts
$1.7M +$185K +2,689 +12%
UBS Group
55
UBS Group
Switzerland
$1.68M +$36.6K +532 +2%
Cetera Investment Advisers
56
Cetera Investment Advisers
Illinois
$1.52M +$396K +5,763 +35%
LA
57
Lifeworks Advisors
Michigan
$1.49M +$246K +3,577 +20%
Raymond James Financial
58
Raymond James Financial
Florida
$1.36M +$1.36M +19,820 New
AWS
59
Atria Wealth Solutions
New York
$1.36M -$97.6K -1,421 -7%
BWM
60
Birchcreek Wealth Management
Ohio
$1.32M +$30.1K +438 +2%
AFM
61
Aspetuck Financial Management
Connecticut
$1.26M +$1.26M +18,385 New
Royal Bank of Canada
62
Royal Bank of Canada
Ontario, Canada
$1.22M -$422K -6,148 -26%
RPGK
63
Retirement Planning Group (Kansas)
Kansas
$1.1M
ACA
64
Atlas Capital Advisors
Wyoming
$1.08M
MWM
65
Meridian Wealth Management
Kentucky
$1.04M -$218K -3,172 -17%
RRCM
66
Rappaport Reiches Capital Management
Illinois
$970K +$52.9K +770 +6%
SF
67
Summit Financial
New Jersey
$949K +$20.2K +294 +2%
PA
68
PFG Advisors
Arizona
$947K +$4.33K +63 +0.5%
TCM
69
Traynor Capital Management
Pennsylvania
$945K -$76.2K -1,109 -7%
BWM
70
Buska Wealth Management
Wisconsin
$935K +$935K +13,607 New
Pathstone Holdings
71
Pathstone Holdings
New Jersey
$921K +$10.3K +150 +1%
SPC
72
Sigma Planning Corp
Michigan
$893K +$220K +3,200 +33%
GGS
73
Galvin Gaustad & Stein
Arizona
$882K -$43.5K -633 -5%
Creative Planning
74
Creative Planning
Kansas
$873K +$274K +3,983 +46%
Renaissance Technologies
75
Renaissance Technologies
New York
$872K +$234K +3,400 +37%