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Fidelity MSCI Financials Index ETF

177 hedge funds and large institutions have $459M invested in Fidelity MSCI Financials Index ETF in 2023 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 47 increasing their positions, 70 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 18

8% more capital invested

Capital invested by funds: $426M → $459M (+$33.8M)

1.19% more ownership

Funds ownership: 32.43%33.63% (+1.2%)

1% more funds holding

Funds holding: 175177 (+2)

33% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 70

Holders
177
Holders Change
+2
Holders Change %
+1.14%
% of All Funds
2.78%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
22
Increased
47
Reduced
70
Closed
18
Calls
$4.98M
Puts
Net Calls
+$4.98M
Net Calls Change
+$4.33M
Name Holding Trade Value Shares
Change
Change in
Stake
NA
76
NewEdge Advisors
Louisiana
$391K -$384K -8,458 -50%
DAS
77
Dynamic Advisor Solutions
Arizona
$380K +$367K +8,070 New
MP
78
McDonald Partners
Ohio
$367K
BCA
79
Bay Colony Advisors
Massachusetts
$367K +$6.81K +150 +2%
RCA
80
Reitz Capital Advisors
Michigan
$335K
Thrivent Financial for Lutherans
81
Thrivent Financial for Lutherans
Minnesota
$333K -$69.1K -1,522 -18%
Jane Street
82
Jane Street
New York
$330K -$1.21M -26,628 -79%
SS
83
Sunbelt Securities
Texas
$330K -$3.18K -70 -1%
Citigroup
84
Citigroup
New York
$296K +$74.8K +1,646 +35%
PSF
85
Pacific Sun Financial
California
$287K +$289K +6,359 New
DBRC
86
D.B. Root & Company
Pennsylvania
$282K
SAM
87
Secure Asset Management
Michigan
$279K +$30.6K +673 +13%
CICI
88
Capital Investment Counsel Inc
North Carolina
$278K -$25K -550 -9%
Creative Planning
89
Creative Planning
Kansas
$272K +$14.4K +317 +6%
Fisher Asset Management
90
Fisher Asset Management
Washington
$272K +$262K +5,769 New
WA
91
WBH Advisory
Maryland
$266K
RWA
92
River Wealth Advisors
Pennsylvania
$265K +$7.22K +159 +3%
CAN
93
Cetera Advisor Networks
California
$256K -$1.35M -29,619 -84%
TFA
94
Transamerica Financial Advisors
Florida
$241K -$1.14K -25 -0.5%
ACM
95
Advisors Capital Management
New Jersey
$237K +$10.9K +240 +5%
FFL
96
Financial Freedom LLC
Ohio
$236K +$1.23K +27 +0.5%
NF
97
Nvest Financial
New Hampshire
$232K -$570K -12,547 -72%
Koshinski Asset Management
98
Koshinski Asset Management
Illinois
$223K -$191K -4,211 -47%
CPSAC
99
Chas P. Smith & Associates (CPS)
Florida
$205K +$198K +4,351 New
CM
100
Cornerstone Management
Georgia
$204K -$241K -5,297 -55%