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Fidelity MSCI Financials Index ETF

246 hedge funds and large institutions have $1.06B invested in Fidelity MSCI Financials Index ETF in 2024 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 86 increasing their positions, 49 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

436% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 11

76% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 49

69% more capital invested

Capital invested by funds: $628M → $1.06B (+$432M)

22% more funds holding

Funds holding: 201246 (+45)

1.76% more ownership

Funds ownership: 35.52%37.27% (+1.8%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
246
Holders Change
+45
Holders Change %
+22.39%
% of All Funds
3.24%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
59
Increased
86
Reduced
49
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
76
Citigroup
New York
$870K +$70.2K +1,021 +9%
GCM
77
G2 Capital Management
Ohio
$857K
GJIA
78
Glass Jacobson Investment Advisors
Maryland
$857K +$7.28K +106 +0.9%
WWM
79
Western Wealth Management
Colorado
$849K +$206 +3 +0%
MFG
80
Merit Financial Group
Georgia
$801K -$287K -4,171 -26%
SS
81
Sunbelt Securities
Texas
$741K +$198K +2,887 +36%
AIA
82
AssuredPartners Investment Advisors
Florida
$692K +$692K +10,071 New
Truist Financial
83
Truist Financial
North Carolina
$690K +$690K +10,040 New
MF
84
Montis Financial
Massachusetts
$671K +$18.8K +273 +3%
PAS
85
PKS Advisory Services
New York
$664K +$895K +13,023 New
BCA
86
Bay Colony Advisors
Massachusetts
$647K +$32.2K +468 +5%
Wealth Enhancement Advisory Services
87
Wealth Enhancement Advisory Services
Minnesota
$643K +$6.25K +91 +1%
WIA
88
World Investment Advisors
California
$625K +$2.4K +35 +0.4%
CF
89
Centaurus Financial
California
$590K +$14.7K +214 +3%
BCI
90
Blue Capital Inc
Nebraska
$580K +$581K +8,450 New
CPA
91
Court Place Advisors
Maryland
$566K -$20.6K -300 -4%
Fisher Asset Management
92
Fisher Asset Management
Washington
$553K +$140K +2,032 +34%
Bank of New York Mellon
93
Bank of New York Mellon
New York
$550K
NWM
94
Nova Wealth Management
Florida
$548K +$548K +7,979 New
MP
95
McDonald Partners
Ohio
$536K
PCA
96
Pallas Capital Advisors
Massachusetts
$536K -$6.87K -100 -1%
VPW
97
Variant Private Wealth
Virginia
$528K +$529K +7,692 New
FFL
98
Financial Freedom LLC
Ohio
$521K -$1.24K -18 -0.2%
Mercer Global Advisors
99
Mercer Global Advisors
Colorado
$514K -$843K -12,265 -62%
NA
100
NewEdge Advisors
Louisiana
$512K -$19.7K -287 -4%