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Fidelity MSCI Financials Index ETF

126 hedge funds and large institutions have $306M invested in Fidelity MSCI Financials Index ETF in 2019 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 35 increasing their positions, 55 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

2% less funds holding

Funds holding: 128126 (-2)

4.57% less ownership

Funds ownership: 35.48%30.9% (-4.6%)

14% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 14

25% less capital invested

Capital invested by funds: $406M → $306M (-$100M)

36% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 55

Holders
126
Holders Change
-2
Holders Change %
-1.56%
% of All Funds
2.76%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
12
Increased
35
Reduced
55
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Koshinski Asset Management
76
Koshinski Asset Management
Illinois
$308K +$11K +275 +4%
BTS
77
BB&T Securities
Virginia
$286K -$1.41M -35,198 -83%
APP
78
Avantax Planning Partners
Iowa
$285K
FI
79
FormulaFolio Investments
Michigan
$276K +$273K +6,789 New
AWA
80
ARS Wealth Advisors
Florida
$275K -$28.2K -703 -9%
SFS
81
Sowell Financial Services
Arkansas
$274K +$270K +6,733 New
CS
82
Credit Suisse
Switzerland
$273K -$188K -4,680 -41%
WWM
83
Western Wealth Management
Colorado
$264K -$5.3K -132 -2%
KTC
84
Kistler-Tiffany Companies
Pennsylvania
$252K -$49.2K -1,226 -16%
IAA
85
Independent Advisor Alliance
North Carolina
$226K +$211K +5,252 New
PJSIMP
86
P.J. Schmidt Investment Management (PJS)
Wisconsin
$225K -$17.5K -435 -7%
CFS
87
CRA Financial Services
New Jersey
$219K -$84.3K -2,100 -28%
GWM
88
Geneos Wealth Management
Colorado
$216K -$6.75K -168 -3%
WBC
89
West Branch Capital
Massachusetts
$214K -$31.5K -785 -13%
NAM
90
NorthCoast Asset Management
Connecticut
$203K -$1.49M -37,120 -88%
VFA
91
Valeo Financial Advisors
Indiana
$154K -$4.01K -100 -3%
Citigroup
92
Citigroup
New York
$128K +$40 +1 +0%
Northwestern Mutual Wealth Management
93
Northwestern Mutual Wealth Management
Wisconsin
$106K -$5.27M -131,253 -98%
FHA
94
Flagship Harbor Advisors
Massachusetts
$96K -$92.9K -2,314 -49%
Deutsche Bank
95
Deutsche Bank
Germany
$90K +$89.2K +2,223 New
GEA
96
Glen Eagle Advisors
New Jersey
$78.8K
RFWA
97
RPg Family Wealth Advisory
Massachusetts
$67.4K -$14.3K -355 -18%
BBHC
98
Brown Brothers Harriman & Co
New York
$61K
SPIA
99
Steward Partners Investment Advisory
New York
$60K
IA
100
IFP Advisors
Florida
$56K +$54.5K +1,357 New