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Fidelity MSCI Financials Index ETF

128 hedge funds and large institutions have $406M invested in Fidelity MSCI Financials Index ETF in 2019 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 38 increasing their positions, 49 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 14

11% more capital invested

Capital invested by funds: $366M → $406M (+$40.2M)

2.85% more ownership

Funds ownership: 32.62%35.48% (+2.9%)

2% more funds holding

Funds holding: 126128 (+2)

22% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 49

Holders
128
Holders Change
+2
Holders Change %
+1.59%
% of All Funds
2.78%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.04%
New
17
Increased
38
Reduced
49
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WPP
76
Whalerock Point Partners
Rhode Island
$380K -$33.1K -840 -8%
DBRC
77
D.B. Root & Company
Pennsylvania
$369K
DOA
78
D'Orazio & Associates
Virginia
$353K
GRP
79
Global Retirement Partners
California
$353K +$57.7K +1,463 +20%
1WA
80
180 Wealth Advisors
Washington
$302K -$33.8K -856 -10%
CFS
81
CRA Financial Services
New Jersey
$300K -$97.3K -2,467 -25%
AWA
82
ARS Wealth Advisors
Florida
$299K -$122K -3,092 -29%
KTC
83
Kistler-Tiffany Companies
Pennsylvania
$298K +$235K +5,955 +403%
Koshinski Asset Management
84
Koshinski Asset Management
Illinois
$293K -$64.5K -1,635 -18%
CH
85
Canton Hathaway
Rhode Island
$286K +$243K +6,161 +631%
APP
86
Avantax Planning Partners
Iowa
$285K -$42.9K -1,088 -13%
Creative Planning
87
Creative Planning
Kansas
$276K +$17.4K +442 +7%
SS
88
Sunbelt Securities
Texas
$269K -$236K -5,977 -47%
WWM
89
Western Wealth Management
Colorado
$266K +$3.12K +79 +1%
AIC
90
Ameritas Investment Company
Nebraska
$243K -$264K -6,682 -52%
WBC
91
West Branch Capital
Massachusetts
$242K -$40.2K -1,020 -14%
PJSIMP
92
P.J. Schmidt Investment Management (PJS)
Wisconsin
$239K -$5.13K -130 -2%
GWM
93
Geneos Wealth Management
Colorado
$219K +$5.72K +145 +3%
RCA
94
Reitz Capital Advisors
Michigan
$210K +$206K +5,235 New
FHA
95
Flagship Harbor Advisors
Massachusetts
$188K +$27.2K +689 +17%
VFA
96
Valeo Financial Advisors
Indiana
$156K
RCAG
97
Rehmann Capital Advisory Group
Michigan
$134K -$43K -1,090 -25%
Citigroup
98
Citigroup
New York
$126K -$9.66K -245 -7%
RFWA
99
RPg Family Wealth Advisory
Massachusetts
$80.7K
GEA
100
Glen Eagle Advisors
New Jersey
$77.7K