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Fidelity MSCI Financials Index ETF

176 hedge funds and large institutions have $648M invested in Fidelity MSCI Financials Index ETF in 2021 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 80 increasing their positions, 39 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more funds holding in top 10

Funds holding in top 10: 15 (+4)

105% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 39

60% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 15

60% more call options, than puts

Call options by funds: $452K | Put options by funds: $283K

9% more capital invested

Capital invested by funds: $595M → $648M (+$53.2M)

5% more funds holding

Funds holding: 168176 (+8)

4.18% less ownership

Funds ownership: 39.8%35.62% (-4.2%)

Holders
176
Holders Change
+8
Holders Change %
+4.76%
% of All Funds
3.06%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.09%
New
24
Increased
80
Reduced
39
Closed
15
Calls
$452K
Puts
$283K
Net Calls
+$169K
Net Calls Change
+$169K
Name Holding Trade Value Shares
Change
Change in
Stake
TCM
76
Traynor Capital Management
Pennsylvania
$900K +$16.7K +319 +2%
Mercer Global Advisors
77
Mercer Global Advisors
Colorado
$884K -$616K -11,766 -41%
FA
78
FMA Advisory
Pennsylvania
$881K -$12.7K -243 -1%
CPA
79
Court Place Advisors
Maryland
$854K +$262 +5 +0%
PP
80
Professional Planning
California
$849K +$285K +5,447 +51%
PPA
81
Parametric Portfolio Associates
Washington
$842K -$11.2K -214 -1%
PCH
82
PGIM Custom Harvest
New Jersey
$729K
Citadel Advisors
83
Citadel Advisors
Florida
$720K +$720K +13,757 New
Janney Montgomery Scott
84
Janney Montgomery Scott
Pennsylvania
$719K +$12.7K +243 +2%
SS
85
Sunbelt Securities
Texas
$683K +$168K +3,220 +32%
KPW
86
Kore Private Wealth
New York
$682K
PAG
87
Private Advisor Group
New Jersey
$680K +$102K +1,952 +18%
WWM
88
Western Wealth Management
Colorado
$677K +$240K +4,595 +55%
OPS
89
Orion Portfolio Solutions
Nebraska
$660K +$51.1K +976 +8%
RRCM
90
Rappaport Reiches Capital Management
Illinois
$654K +$654K +12,494 New
LG
91
Leuthold Group
Minnesota
$646K -$78.2K -1,495 -11%
RCA
92
Reitz Capital Advisors
Michigan
$575K +$41.3K +790 +8%
SCA
93
Snowden Capital Advisors
New York
$522K +$27.8K +532 +6%
BCA
94
Bay Colony Advisors
Massachusetts
$503K -$13.9K -265 -3%
RJFSA
95
Raymond James Financial Services Advisors
Florida
$495K +$22.6K +432 +5%
DOA
96
D'Orazio & Associates
Virginia
$461K
KTC
97
Kistler-Tiffany Companies
Pennsylvania
$434K
CICI
98
Capital Investment Counsel Inc
North Carolina
$417K +$31.4K +600 +8%
AW
99
ACG Wealth
Georgia
$410K -$153K -2,928 -27%
MP
100
McDonald Partners
Ohio
$408K