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Fidelity MSCI Financials Index ETF

196 hedge funds and large institutions have $620M invested in Fidelity MSCI Financials Index ETF in 2022 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 73 increasing their positions, 52 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

40% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 52

4% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 27

0.37% less ownership

Funds ownership: 33.46%33.09% (-0.37%)

2% less capital invested

Capital invested by funds: $634M → $620M (-$13.8M)

1% less funds holding

Funds holding: 198196 (-2)

Holders
196
Holders Change
-2
Holders Change %
-1.01%
% of All Funds
3.09%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
28
Increased
73
Reduced
52
Closed
27
Calls
$380K
Puts
Net Calls
+$380K
Net Calls Change
+$379K
Name Holding Trade Value Shares
Change
Change in
Stake
MA
76
Mutual Advisors
Nebraska
$992K +$29.7K +536 +3%
MFG
77
Merit Financial Group
Georgia
$879K +$900K +16,235 New
LA
78
Lifeworks Advisors
Michigan
$869K +$381K +6,865 +75%
TCM
79
Traynor Capital Management
Pennsylvania
$858K +$12.5K +225 +1%
SS
80
Sunbelt Securities
Texas
$849K -$112K -2,021 -12%
GCM
81
G2 Capital Management
Ohio
$822K
CPA
82
Court Place Advisors
Maryland
$820K -$55.5K -1,000 -6%
NL
83
NWAM LLC
Washington
$786K +$146K +2,627 +22%
Prudential Financial
84
Prudential Financial
New Jersey
$754K
SCA
85
Snowden Capital Advisors
New York
$754K +$171K +3,090 +28%
PAG
86
Private Advisor Group
New Jersey
$749K +$115K +2,071 +18%
OCM
87
One Capital Management
California
$734K -$9.93K -179 -1%
RRCM
88
Rappaport Reiches Capital Management
Illinois
$687K +$3.44K +62 +0.5%
RJFSA
89
Raymond James Financial Services Advisors
Florida
$665K +$95.7K +1,726 +16%
CW
90
CreativeOne Wealth
Kansas
$659K +$675K +12,163 New
LG
91
Leuthold Group
Minnesota
$649K -$418K -7,536 -39%
Thrivent Financial for Lutherans
92
Thrivent Financial for Lutherans
Minnesota
$636K +$651K +11,738 New
Janney Montgomery Scott
93
Janney Montgomery Scott
Pennsylvania
$588K -$165K -2,975 -22%
OPS
94
Orion Portfolio Solutions
Nebraska
$581K -$158K -2,843 -21%
BPA
95
Beacon Pointe Advisors
California
$570K +$584K +10,533 New
Mercer Global Advisors
96
Mercer Global Advisors
Colorado
$564K -$196K -3,535 -25%
USCWA
97
U.S. Capital Wealth Advisors
Texas
$540K +$12.1K +219 +2%
Koshinski Asset Management
98
Koshinski Asset Management
Illinois
$523K
RCA
99
Reitz Capital Advisors
Michigan
$494K -$103K -1,865 -17%
DOA
100
D'Orazio & Associates
Virginia
$477K