We are live on ! Find out more
FNCL icon

Fidelity MSCI Financials Index ETF

133 hedge funds and large institutions have $169M invested in Fidelity MSCI Financials Index ETF in 2020 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 34 increasing their positions, 47 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

5.97% less ownership

Funds ownership: 31.58%25.6% (-6%)

10% less funds holding

Funds holding: 147133 (-14)

28% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 47

33% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 30

51% less capital invested

Capital invested by funds: $342M → $169M (-$174M)

100% less funds holding in top 10

Funds holding in top 10: 30 (-3)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $2K

Holders
133
Holders Change
-14
Holders Change %
-9.52%
% of All Funds
2.93%
Holding in Top 10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
New
20
Increased
34
Reduced
47
Closed
30
Calls
Puts
$2K
Net Calls
-$2K
Net Calls Change
-$2K
Name Holding Trade Value Shares
Change
Change in
Stake
HWM
101
HighMark Wealth Management
Minnesota
$20K
TFS
102
TrustCore Financial Services
Tennessee
$20K
EIP
103
Ellis Investment Partners
Pennsylvania
$16K +$79 +2 +0.3%
BFC
104
Bedel Financial Consulting
Indiana
$15K +$79 +2 +0.4%
S
105
SignatureFD
Georgia
$14K -$8.64K -218 -31%
APWM
106
Atlas Private Wealth Management
New York
$14K
Carson Wealth (CWM LLC)
107
Carson Wealth (CWM LLC)
Nebraska
$12K
DAM
108
Delta Asset Management
Tennessee
$12K
CFO
109
CVA Family Office
Colorado
$12K +$16.8K +425 New
LWM
110
Liberty Wealth Management
California
$10K
PMFA
111
Plante Moran Financial Advisors
Michigan
$10K
KFS
112
Kelly Financial Services
Massachusetts
$9.58K
FGAM
113
Financial Gravity Asset Management
Texas
$9.39K -$16.2K -408 -56%
EW
114
Element Wealth
Mississippi
$8K +$79 +2 +0.7%
TCM
115
Tradewinds Capital Management
Washington
$8K +$10.4K +263 New
BFEC
116
Benjamin F. Edwards & Company
Missouri
$7K -$6.62K -167 -40%
CAC
117
Certified Advisory Corp
Florida
$7K
SWA
118
Stratos Wealth Advisors
Ohio
$7K +$9.24K +233 New
FANJ
119
Financial Architects (New Jersey)
New Jersey
$7K +$9.31K +235 New
IA
120
IFP Advisors
Florida
$6K -$45.7K -1,152 -86%
Fifth Third Bancorp
121
Fifth Third Bancorp
Ohio
$6K
SIM
122
Sonora Investment Management
Arizona
$4K
AWM
123
Avior Wealth Management
Nebraska
$2K
SIS
124
Sound Income Strategies
Florida
$2K
William Blair & Company
125
William Blair & Company
Illinois
$2K