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Fidelity MSCI Financials Index ETF

198 hedge funds and large institutions have $634M invested in Fidelity MSCI Financials Index ETF in 2021 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 69 increasing their positions, 51 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

112% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 17

35% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 51

7% more funds holding

Funds holding: 185198 (+13)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4.18% less ownership

Funds ownership: 37.64%33.46% (-4.2%)

7% less capital invested

Capital invested by funds: $678M → $634M (-$44.4M)

Holders
198
Holders Change
+13
Holders Change %
+7.03%
% of All Funds
3.05%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
36
Increased
69
Reduced
51
Closed
17
Calls
$1K
Puts
Net Calls
+$1K
Net Calls Change
-$580K
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
76
Goldman Sachs
New York
$999K -$307K -5,437 -23%
MA
77
Mutual Advisors
Nebraska
$994K -$13.7K -242 -1%
CPA
78
Court Place Advisors
Maryland
$902K -$9.6K -170 -1%
TCM
79
Traynor Capital Management
Pennsylvania
$873K -$95.1K -1,684 -10%
GCM
80
G2 Capital Management
Ohio
$849K +$857K +15,187 New
Mercer Global Advisors
81
Mercer Global Advisors
Colorado
$780K -$99.5K -1,762 -11%
Prudential Financial
82
Prudential Financial
New Jersey
$779K +$786K +13,929 New
Janney Montgomery Scott
83
Janney Montgomery Scott
Pennsylvania
$773K +$22.7K +402 +3%
OCM
84
One Capital Management
California
$768K +$776K +13,746 New
OPS
85
Orion Portfolio Solutions
Nebraska
$759K +$114K +2,019 +17%
WWM
86
Western Wealth Management
Colorado
$746K +$753K +13,348 New
RRCM
87
Rappaport Reiches Capital Management
Illinois
$705K +$3.44K +61 +0.5%
NL
88
NWAM LLC
Washington
$664K +$671K +11,881 New
PAG
89
Private Advisor Group
New Jersey
$658K -$29.9K -530 -4%
SCA
90
Snowden Capital Advisors
New York
$606K +$36.7K +650 +6%
RJFSA
91
Raymond James Financial Services Advisors
Florida
$590K +$26.2K +464 +5%
Mariner
92
Mariner
Kansas
$580K +$585K +10,367 New
RCA
93
Reitz Capital Advisors
Michigan
$575K +$111K +1,965 +22%
USCWA
94
U.S. Capital Wealth Advisors
Texas
$546K -$89.6K -1,588 -14%
Koshinski Asset Management
95
Koshinski Asset Management
Illinois
$540K -$3.39K -60 -0.6%
LA
96
Lifeworks Advisors
Michigan
$513K +$518K +9,177 New
DOA
97
D'Orazio & Associates
Virginia
$492K
AW
98
ACG Wealth
Georgia
$483K +$34K +603 +7%
PFS
99
Prospera Financial Services
Texas
$472K +$1.47K +26 +0.3%
BCA
100
Bay Colony Advisors
Massachusetts
$463K -$5.08K -90 -1%