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Fidelity MSCI Financials Index ETF

187 hedge funds and large institutions have $548M invested in Fidelity MSCI Financials Index ETF in 2024 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 67 increasing their positions, 55 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 55

0.18% less ownership

Funds ownership: 34.52%34.34% (-0.18%)

3% less capital invested

Capital invested by funds: $568M → $548M (-$19.8M)

5% less funds holding

Funds holding: 196187 (-9)

18% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 22

100% less funds holding in top 10

Funds holding in top 10: 40 (-4)

Holders
187
Holders Change
-9
Holders Change %
-4.59%
% of All Funds
2.7%
Holding in Top 10
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-100%
% of All Funds
New
18
Increased
67
Reduced
55
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MG
76
Mather Group
Illinois
$472K +$371K +6,413 +416%
Bank of New York Mellon
77
Bank of New York Mellon
New York
$464K -$58 -1 -0%
MP
78
McDonald Partners
Ohio
$452K
FFL
79
Financial Freedom LLC
Ohio
$449K +$117K +2,021 +35%
KeyBank National Association
80
KeyBank National Association
Ohio
$448K -$106K -1,830 -19%
NA
81
NewEdge Advisors
Louisiana
$447K +$24.4K +422 +6%
SS
82
Sunbelt Securities
Texas
$438K +$38.6K +667 +10%
Creative Planning
83
Creative Planning
Kansas
$417K +$57.7K +997 +16%
PAG
84
Private Advisor Group
New Jersey
$392K -$160K -2,766 -29%
OMC
85
Old Mission Capital
Illinois
$388K +$388K +6,700 New
Renaissance Technologies
86
Renaissance Technologies
New York
$371K -$399K -6,900 -52%
Janney Montgomery Scott
87
Janney Montgomery Scott
Pennsylvania
$369K -$20.6K -356 -5%
MA
88
Mutual Advisors
Nebraska
$362K -$22.5K -389 -6%
CICI
89
Capital Investment Counsel Inc
North Carolina
$352K +$12.8K +221 +4%
DBRC
90
D.B. Root & Company
Pennsylvania
$347K
CM
91
Cornerstone Management
Georgia
$336K +$50.2K +867 +18%
AFAS
92
Acorn Financial Advisory Services
Virginia
$334K +$72.7K +1,255 +28%
BCG
93
Breakwater Capital Group
New Jersey
$327K
PSF
94
Pacific Sun Financial
California
$323K +$637 +11 +0.2%
UBS Group
95
UBS Group
Switzerland
$315K -$460K -7,938 -59%
WA
96
WBH Advisory
Maryland
$314K
Fisher Asset Management
97
Fisher Asset Management
Washington
$291K +$31.3K +540 +12%
LWM
98
LongView Wealth Management
Georgia
$269K +$269K +4,650 New
RWA
99
River Wealth Advisors
Pennsylvania
$266K -$289 -5 -0.1%
CAM
100
Cresset Asset Management
Illinois
$266K +$53.4K +923 +25%