We are live on ! Find out more
FNCL icon

Fidelity MSCI Financials Index ETF

116 hedge funds and large institutions have $344M invested in Fidelity MSCI Financials Index ETF in 2017 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 52 increasing their positions, 30 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

189% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 9

73% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 30

17% more funds holding

Funds holding: 99116 (+17)

14% more capital invested

Capital invested by funds: $303M → $344M (+$41.8M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2.54% less ownership

Funds ownership: 32.05%29.51% (-2.5%)

Holders
116
Holders Change
+17
Holders Change %
+17.17%
% of All Funds
2.63%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
26
Increased
52
Reduced
30
Closed
9
Calls
$3K
Puts
Net Calls
+$3K
Net Calls Change
+$3K
Name Holding Trade Value Shares
Change
Change in
Stake
CRC
76
Curi RMB Capital
Illinois
$383K -$130K -3,300 -26%
SWP
77
Stratos Wealth Partners
Ohio
$368K +$28.7K +727 +9%
FAAS
78
First Allied Advisory Services
California
$358K -$335K -8,504 -49%
KTC
79
Kistler-Tiffany Companies
Pennsylvania
$343K
FA
80
FDx Advisors
Illinois
$339K -$122K -3,103 -27%
APA
81
American Portfolios Advisors
New York
$331K +$320K +8,118 New
SS
82
Sunbelt Securities
Texas
$309K -$50.2K -1,274 -14%
IA
83
IFG Advisory
Georgia
$305K +$306K +7,754 New
AW
84
ACG Wealth
Georgia
$284K +$1.34K +34 +0.5%
DBRC
85
D.B. Root & Company
Pennsylvania
$279K +$270K +6,850 New
Stifel Financial
86
Stifel Financial
Missouri
$276K +$8K +203 +3%
CF
87
Centaurus Financial
California
$238K +$34.6K +877 New
JP Morgan Chase
88
JP Morgan Chase
New York
$230K +$985 +25 +0.4%
MSA
89
Marino Stram & Associates
Massachusetts
$146K +$141K +3,575 New
RFWA
90
RPg Family Wealth Advisory
Massachusetts
$144K +$23.8K +603 +21%
Manulife (Manufacturers Life Insurance)
91
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$134K +$34.5K +875 +36%
Citigroup
92
Citigroup
New York
$128K +$5.01K +127 +4%
CA
93
Calton & Associates
Florida
$109K +$99.4K +2,521 New
GWM
94
Geneos Wealth Management
Colorado
$96K +$12.1K +307 +15%
KF
95
Krilogy Financial
Missouri
$95K -$1.38K -35 -1%
SAM
96
Shamrock Asset Management
Texas
$91K -$375K -9,508 -81%
TFS
97
TrustCore Financial Services
Tennessee
$88K +$85.4K +2,166 New
SPIA
98
Steward Partners Investment Advisory
New York
$69K +$59.1K +1,500 +750%
BBHC
99
Brown Brothers Harriman & Co
New York
$61K +$59.1K +1,500 New
WAP
100
Wealthcare Advisory Partners
Pennsylvania
$25K +$24.4K +620 New