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Fidelity MSCI Financials Index ETF

133 hedge funds and large institutions have $169M invested in Fidelity MSCI Financials Index ETF in 2020 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 34 increasing their positions, 47 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

5.97% less ownership

Funds ownership: 31.58%25.6% (-6%)

10% less funds holding

Funds holding: 147133 (-14)

28% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 47

33% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 30

51% less capital invested

Capital invested by funds: $342M → $169M (-$174M)

100% less funds holding in top 10

Funds holding in top 10: 30 (-3)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $2K

Holders
133
Holders Change
-14
Holders Change %
-9.52%
% of All Funds
2.93%
Holding in Top 10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
New
20
Increased
34
Reduced
47
Closed
30
Calls
Puts
$2K
Net Calls
-$2K
Net Calls Change
-$2K
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
76
UBS Group
Switzerland
$174K +$61.5K +1,552 +36%
Northwestern Mutual Wealth Management
77
Northwestern Mutual Wealth Management
Wisconsin
$169K +$95.5K +2,409 +72%
GWM
78
Geneos Wealth Management
Colorado
$142K -$17.9K -451 -9%
PAA
79
Peregrine Asset Advisers
Oregon
$142K +$192K +4,837 New
VFA
80
Valeo Financial Advisors
Indiana
$132K
Deutsche Bank
81
Deutsche Bank
Germany
$116K +$90.1K +2,274 +137%
Bank of Montreal
82
Bank of Montreal
Ontario, Canada
$99K +$43.5K +1,098 +46%
Citigroup
83
Citigroup
New York
$92K
MHR
84
Matthew Hamilton Rosenberg
$86K +$116K +2,927 New
FHA
85
Flagship Harbor Advisors
Massachusetts
$77K +$33.1K +834 +46%
OPS
86
Orion Portfolio Solutions
Nebraska
$74K +$72.2K +1,822 +267%
EFSCE
87
Enterprise Financial Services Corp (EFSC)
Missouri
$68K
CG
88
Cutler Group
California
$61K +$11.9K +300 +17%
GEA
89
Glen Eagle Advisors
New Jersey
$53.7K -$1.78K -45 -2%
SPIA
90
Steward Partners Investment Advisory
New York
$44K
BBHC
91
Brown Brothers Harriman & Co
New York
$41K
SSB
92
Sandy Spring Bank
Maryland
$41K +$3.21K +81 +6%
TPWA
93
TRUE Private Wealth Advisors
Oregon
$39K
RFWA
94
RPg Family Wealth Advisory
Massachusetts
$38.1K -$3.17K -80 -6%
CIAS
95
Capital Investment Advisory Services
North Carolina
$38K +$51.6K +1,302 New
APA
96
American Portfolios Advisors
New York
$32.7K -$372K -9,385 -89%
CFGS
97
Concourse Financial Group Securities
Alabama
$31K
OIA
98
Optimum Investment Advisors
Illinois
$29K
AA
99
Advisory Alpha
Michigan
$23K -$357 -9 -1%
AWA
100
Arkadios Wealth Advisors
Georgia
$20.8K -$6.3K -159 -18%