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Fidelity MSCI Financials Index ETF

182 hedge funds and large institutions have $484M invested in Fidelity MSCI Financials Index ETF in 2022 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 65 increasing their positions, 58 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 58

2.52% more ownership

Funds ownership: 32.38%34.9% (+2.5%)

4% more capital invested

Capital invested by funds: $465M → $484M (+$18.9M)

7% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 15

2% less funds holding

Funds holding: 185182 (-3)

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
182
Holders Change
-3
Holders Change %
-1.62%
% of All Funds
3.14%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
14
Increased
65
Reduced
58
Closed
15
Calls
$715K
Puts
Net Calls
+$715K
Net Calls Change
-$120K
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
76
Atlas Capital Advisors
Wyoming
$620K -$9.12K -194 -1%
TCM
77
Traynor Capital Management
Pennsylvania
$620K -$36.6K -778 -5%
CPA
78
Court Place Advisors
Maryland
$613K -$42.3K -900 -6%
Prudential Financial
79
Prudential Financial
New Jersey
$605K
KeyBank National Association
80
KeyBank National Association
Ohio
$603K +$658K +13,995 New
SS
81
Sunbelt Securities
Texas
$591K +$1.27K +27 +0.2%
RRCM
82
Rappaport Reiches Capital Management
Illinois
$553K +$3.67K +78 +0.6%
SCA
83
Snowden Capital Advisors
New York
$548K +$74.7K +1,588 +14%
Thrivent Financial for Lutherans
84
Thrivent Financial for Lutherans
Minnesota
$535K +$21.6K +459 +4%
PAG
85
Private Advisor Group
New Jersey
$515K -$42K -894 -7%
OCM
86
One Capital Management
California
$505K -$16.6K -352 -3%
AWA
87
Amplius Wealth Advisors
Pennsylvania
$453K +$89.3K +1,899 +22%
TRIA
88
Trail Ridge Investment Advisors
Colorado
$441K +$114K +2,432 +39%
UBS Group
89
UBS Group
Switzerland
$434K +$255K +5,417 +117%
Koshinski Asset Management
90
Koshinski Asset Management
Illinois
$409K -$8.37K -178 -2%
MA
91
Mutual Advisors
Nebraska
$394K +$142K +3,027 +50%
Janney Montgomery Scott
92
Janney Montgomery Scott
Pennsylvania
$384K -$119K -2,525 -22%
Mercer Global Advisors
93
Mercer Global Advisors
Colorado
$380K -$69.1K -1,469 -14%
DOA
94
D'Orazio & Associates
Virginia
$379K
SIAG
95
Safeguard Investment Advisory Group
California
$377K +$96.3K +2,048 +31%
CF
96
Centaurus Financial
California
$366K +$23.3K +495 +6%
NL
97
NWAM LLC
Washington
$355K -$172K -3,653 -31%
MP
98
McDonald Partners
Ohio
$336K
CICI
99
Capital Investment Counsel Inc
North Carolina
$334K
BCA
100
Bay Colony Advisors
Massachusetts
$332K -$1.88K -40 -0.5%