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Fidelity MSCI Financials Index ETF

196 hedge funds and large institutions have $568M invested in Fidelity MSCI Financials Index ETF in 2024 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 55 increasing their positions, 63 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

17% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 23

5% more capital invested

Capital invested by funds: $540M → $568M (+$27.8M)

2% more funds holding

Funds holding: 192196 (+4)

1.35% less ownership

Funds ownership: 35.87%34.52% (-1.4%)

13% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 63

Holders
196
Holders Change
+4
Holders Change %
+2.08%
% of All Funds
2.82%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
27
Increased
55
Reduced
63
Closed
23
Calls
$316K
Puts
Net Calls
+$316K
Net Calls Change
+$47K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
76
Bank of New York Mellon
New York
$475K
PCA
77
Pallas Capital Advisors
Massachusetts
$473K -$1.73K -31 -0.4%
Citigroup
78
Citigroup
New York
$468K -$50.9K -915 -10%
MP
79
McDonald Partners
Ohio
$463K
WIA
80
World Investment Advisors
California
$443K +$416K +7,465 New
NA
81
NewEdge Advisors
Louisiana
$434K -$16.8K -301 -4%
FIM
82
Freedom Investment Management
Connecticut
$409K +$57.2K +1,028 +18%
SS
83
Sunbelt Securities
Texas
$409K +$16.8K +301 +5%
Susquehanna International Group
84
Susquehanna International Group
Pennsylvania
$407K -$97.8K -1,757 -20%
Wealth Enhancement Advisory Services
85
Wealth Enhancement Advisory Services
Minnesota
$406K +$31.7K +570 +9%
Janney Montgomery Scott
86
Janney Montgomery Scott
Pennsylvania
$400K +$38.4K +689 +11%
MA
87
Mutual Advisors
Nebraska
$373K -$983K -17,658 -74%
Creative Planning
88
Creative Planning
Kansas
$368K -$38.1K -684 -10%
DBRC
89
D.B. Root & Company
Pennsylvania
$355K
HAS
90
HBW Advisory Services
California
$349K
CICI
91
Capital Investment Counsel Inc
North Carolina
$348K
FFL
92
Financial Freedom LLC
Ohio
$340K +$36.9K +663 +13%
BCG
93
Breakwater Capital Group
New Jersey
$336K +$315K +5,650 New
PSF
94
Pacific Sun Financial
California
$330K -$835 -15 -0.3%
WA
95
WBH Advisory
Maryland
$322K -$724 -13 -0.2%
SAM
96
Secure Asset Management
Michigan
$315K +$2.56K +46 +0.9%
CA
97
Cetera Advisors
Colorado
$296K +$278K +4,991 New
CM
98
Cornerstone Management
Georgia
$293K +$33.6K +603 +14%
FFS
99
Founders Financial Securities
Maryland
$275K -$12.1K -217 -4%
RWA
100
River Wealth Advisors
Pennsylvania
$273K -$1.89K -34 -0.7%