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Fidelity MSCI Financials Index ETF

99 hedge funds and large institutions have $303M invested in Fidelity MSCI Financials Index ETF in 2017 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 44 increasing their positions, 34 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 7

29% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 34

20% more capital invested

Capital invested by funds: $251M → $303M (+$51.2M)

4% more funds holding

Funds holding: 9599 (+4)

1.43% more ownership

Funds ownership: 30.61%32.05% (+1.4%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
99
Holders Change
+4
Holders Change %
+4.21%
% of All Funds
2.47%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
12
Increased
44
Reduced
34
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BRWA
101
B. Riley Wealth Advisors
Florida
-$877K -24,120 Closed
SF
102
Synovus Financial
Georgia
-$33K -909 Closed
CMBA
103
C.M. Bidwell & Associates
Hawaii
-$27K -750 Closed
CG
104
Cutler Group
California
-$14.7K -400 Closed
Creative Planning
105
Creative Planning
Kansas
-$11K -303 Closed