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Fidelity MSCI Financials Index ETF

185 hedge funds and large institutions have $465M invested in Fidelity MSCI Financials Index ETF in 2022 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 53 increasing their positions, 64 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.71% less ownership

Funds ownership: 33.09%32.38% (-0.71%)

6% less funds holding

Funds holding: 196185 (-11)

17% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 64

25% less capital invested

Capital invested by funds: $620M → $465M (-$155M)

35% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 26

Holders
185
Holders Change
-11
Holders Change %
-5.61%
% of All Funds
3.12%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
17
Increased
53
Reduced
64
Closed
26
Calls
$835K
Puts
Net Calls
+$835K
Net Calls Change
+$455K
Name Holding Trade Value Shares
Change
Change in
Stake
CPA
76
Court Place Advisors
Maryland
$676K
ACA
77
Atlas Capital Advisors
Wyoming
$651K -$1.65M -33,791 -70%
Prudential Financial
78
Prudential Financial
New Jersey
$627K
SS
79
Sunbelt Securities
Texas
$611K -$81.7K -1,671 -11%
PAG
80
Private Advisor Group
New Jersey
$573K -$48.6K -994 -7%
RRCM
81
Rappaport Reiches Capital Management
Illinois
$569K +$3.86K +79 +0.6%
OCM
82
One Capital Management
California
$539K -$72.2K -1,478 -11%
NL
83
NWAM LLC
Washington
$535K -$128K -2,621 -18%
Thrivent Financial for Lutherans
84
Thrivent Financial for Lutherans
Minnesota
$533K +$10.5K +215 +2%
Janney Montgomery Scott
85
Janney Montgomery Scott
Pennsylvania
$518K +$28.3K +579 +5%
RJFSA
86
Raymond James Financial Services Advisors
Florida
$510K -$42.4K -867 -7%
SCA
87
Snowden Capital Advisors
New York
$497K -$137K -2,795 -20%
OPS
88
Orion Portfolio Solutions
Nebraska
$492K +$14.1K +288 +3%
Mercer Global Advisors
89
Mercer Global Advisors
Colorado
$459K -$6.75K -138 -1%
Koshinski Asset Management
90
Koshinski Asset Management
Illinois
$431K
DOA
91
D'Orazio & Associates
Virginia
$393K
AWA
92
Amplius Wealth Advisors
Pennsylvania
$384K +$421K +8,612 New
BCA
93
Bay Colony Advisors
Massachusetts
$372K +$2.93K +60 +0.8%
SIAG
94
Safeguard Investment Advisory Group
California
$363K
CF
95
Centaurus Financial
California
$358K -$35.4K -725 -8%
RCA
96
Reitz Capital Advisors
Michigan
$348K -$64.8K -1,325 -15%
MP
97
McDonald Partners
Ohio
$348K
CICI
98
Capital Investment Counsel Inc
North Carolina
$346K
RA
99
RFG Advisory
Alabama
$344K +$350K +7,165 New
MG
100
Mather Group
Illinois
$341K +$1.86K +38 +0.5%