We are live on ! Find out more
FNCL icon

Fidelity MSCI Financials Index ETF

99 hedge funds and large institutions have $303M invested in Fidelity MSCI Financials Index ETF in 2017 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 44 increasing their positions, 34 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 7

29% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 34

20% more capital invested

Capital invested by funds: $251M → $303M (+$51.2M)

4% more funds holding

Funds holding: 9599 (+4)

1.43% more ownership

Funds ownership: 30.61%32.05% (+1.4%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
99
Holders Change
+4
Holders Change %
+4.21%
% of All Funds
2.47%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
12
Increased
44
Reduced
34
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IC
76
InterOcean Capital
Illinois
$272K -$29.8K -813 -10%
AW
77
ACG Wealth
Georgia
$264K +$16.6K +453 +7%
Stifel Financial
78
Stifel Financial
Missouri
$251K -$417K -11,375 -63%
JP Morgan Chase
79
JP Morgan Chase
New York
$213K +$18.3K +500 +10%
TRCT
80
Tower Research Capital (TRC)
New York
$183K -$66.8K -1,821 -27%
Northwestern Mutual Wealth Management
81
Northwestern Mutual Wealth Management
Wisconsin
$160K +$35.6K +970 +30%
Citigroup
82
Citigroup
New York
$115K +$69.1K +1,886 +166%
RFWA
83
RPg Family Wealth Advisory
Massachusetts
$111K -$38.5K -1,049 -26%
Manulife (Manufacturers Life Insurance)
84
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$92K +$15.3K +418 +21%
KF
85
Krilogy Financial
Missouri
$90K +$1.5K +41 +2%
GWM
86
Geneos Wealth Management
Colorado
$78K -$9.57K -261 -11%
MCIA
87
Mountain Capital Investment Advisors
Colorado
$65K +$62.4K +1,703 New
BF
88
BOK Financial
Oklahoma
$32K +$30.6K +834 New
NFG
89
Next Financial Group
Texas
$21K
MPWT
90
MassMutual Private Wealth & Trust
Connecticut
$17.2K
AF
91
Allworth Financial
California
$17K +$16.9K +460 New
BC
92
Barnett & Company
Tennessee
$11K +$11K +300 New
Fifth Third Bancorp
93
Fifth Third Bancorp
Ohio
$8K
SPIA
94
Steward Partners Investment Advisory
New York
$7K
SEI Investments
95
SEI Investments
Pennsylvania
$7K +$6.42K +175 New
MFW
96
Mosaic Family Wealth
Missouri
$6K
BRC
97
Bell Rock Capital
Delaware
$4K
AWM
98
Avior Wealth Management
Nebraska
$3K +$2.82K +77 New
SSW
99
Smith Shellnut Wilson
Mississippi
-$4.1M -149,182 Closed
Goldman Sachs
100
Goldman Sachs
New York
-$962K -26,464 Closed