We are live on ! Find out more
FNCL icon

Fidelity MSCI Financials Index ETF

147 hedge funds and large institutions have $342M invested in Fidelity MSCI Financials Index ETF in 2019 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 41 increasing their positions, 50 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

240% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 10

17% more funds holding

Funds holding: 126147 (+21)

12% more capital invested

Capital invested by funds: $306M → $342M (+$36.4M)

0.68% more ownership

Funds ownership: 30.9%31.58% (+0.68%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

18% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 50

Holders
147
Holders Change
+21
Holders Change %
+16.67%
% of All Funds
2.9%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
34
Increased
41
Reduced
50
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GEA
101
Glen Eagle Advisors
New Jersey
$83.2K -$2.76K -65 -3%
FHA
102
Flagship Harbor Advisors
Massachusetts
$80K -$24.8K -584 -25%
CG
103
Cutler Group
California
$79K +$76.4K +1,800 New
Deutsche Bank
104
Deutsche Bank
Germany
$73K -$23.7K -559 -25%
SPIA
105
Steward Partners Investment Advisory
New York
$66K
RFWA
106
RPg Family Wealth Advisory
Massachusetts
$61.2K -$11.9K -280 -17%
BBHC
107
Brown Brothers Harriman & Co
New York
$61K -$5.09K -120 -8%
IA
108
IFP Advisors
Florida
$59K -$934 -22 -2%
SSB
109
Sandy Spring Bank
Maryland
$59K +$297 +7 +0.5%
TPWA
110
TRUE Private Wealth Advisors
Oregon
$59K +$56.8K +1,339 New
FGAM
111
Financial Gravity Asset Management
Texas
$51K +$11.6K +273 +59%
CFGS
112
Concourse Financial Group Securities
Alabama
$46K
OIA
113
Optimum Investment Advisors
Illinois
$44K
AWA
114
Arkadios Wealth Advisors
Georgia
$39.1K +$36.8K +868 New
AA
115
Advisory Alpha
Michigan
$34.5K +$382 +9 +1%
TFS
116
TrustCore Financial Services
Tennessee
$31K -$20.2K -475 -41%
S
117
SignatureFD
Georgia
$31K
HWM
118
HighMark Wealth Management
Minnesota
$31K +$29.7K +700 New
OPS
119
Orion Portfolio Solutions
Nebraska
$30K +$28.9K +682 New
EIP
120
Ellis Investment Partners
Pennsylvania
$27K +$42 +1 +0.2%
BFC
121
Bedel Financial Consulting
Indiana
$23K +$12.8K +302 +140%
PFGIA
122
Patriot Financial Group Insurance Agency
Massachusetts
$20K
APWM
123
Atlas Private Wealth Management
New York
$20K +$19.5K +460 New
DAM
124
Delta Asset Management
Tennessee
$18K
BFEC
125
Benjamin F. Edwards & Company
Missouri
$18K +$1.15K +27 +7%