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Fidelity MSCI Financials Index ETF

201 hedge funds and large institutions have $628M invested in Fidelity MSCI Financials Index ETF in 2024 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 61 increasing their positions, 59 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 14

15% more capital invested

Capital invested by funds: $548M → $628M (+$79.5M)

7% more funds holding

Funds holding: 187201 (+14)

1.18% more ownership

Funds ownership: 34.34%35.52% (+1.2%)

3% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 59

84% less call options, than puts

Call options by funds: $32K | Put options by funds: $204K

Holders
201
Holders Change
+14
Holders Change %
+7.49%
% of All Funds
2.89%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
29
Increased
61
Reduced
59
Closed
14
Calls
$32K
Puts
$204K
Net Calls
-$172K
Net Calls Change
-$172K
Name Holding Trade Value Shares
Change
Change in
Stake
CPA
76
Court Place Advisors
Maryland
$545K +$10.5K +170 +2%
CF
77
Centaurus Financial
California
$534K -$12.2K -198 -2%
PCA
78
Pallas Capital Advisors
Massachusetts
$526K
Bank of New York Mellon
79
Bank of New York Mellon
New York
$511K
SS
80
Sunbelt Securities
Texas
$505K +$22.3K +363 +5%
FIM
81
Freedom Investment Management
Connecticut
$500K -$159K -2,589 -25%
MP
82
McDonald Partners
Ohio
$498K
NA
83
NewEdge Advisors
Louisiana
$494K +$1.29K +21 +0.3%
FFL
84
Financial Freedom LLC
Ohio
$486K -$8.61K -140 -2%
PAG
85
Private Advisor Group
New Jersey
$432K +$615 +10 +0.1%
OMC
86
Old Mission Capital
Illinois
$422K -$5.41K -88 -1%
KeyBank National Association
87
KeyBank National Association
Ohio
$409K -$81.7K -1,328 -17%
Janney Montgomery Scott
88
Janney Montgomery Scott
Pennsylvania
$407K
MA
89
Mutual Advisors
Nebraska
$397K +$4.49K +73 +1%
Fisher Asset Management
90
Fisher Asset Management
Washington
$384K +$61K +992 +20%
BCG
91
Breakwater Capital Group
New Jersey
$381K +$19.7K +320 +6%
DBRC
92
D.B. Root & Company
Pennsylvania
$380K -$2.03K -33 -0.6%
CICI
93
Capital Investment Counsel Inc
North Carolina
$375K -$12.2K -199 -3%
PSF
94
Pacific Sun Financial
California
$372K +$15.1K +246 +4%
CM
95
Cornerstone Management
Georgia
$370K
AFAS
96
Acorn Financial Advisory Services
Virginia
$368K +$61 +1 +0%
BI
97
Beckerman Institutional
New Jersey
$353K +$340K +5,527 New
WA
98
WBH Advisory
Maryland
$336K -$9.65K -157 -3%
LWM
99
LongView Wealth Management
Georgia
$318K +$20.3K +330 +7%
Citadel Advisors
100
Citadel Advisors
Florida
$303K -$4.58M -74,540 -94%