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Fidelity MSCI Financials Index ETF

198 hedge funds and large institutions have $634M invested in Fidelity MSCI Financials Index ETF in 2021 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 69 increasing their positions, 51 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

112% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 17

35% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 51

7% more funds holding

Funds holding: 185198 (+13)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4.18% less ownership

Funds ownership: 37.64%33.46% (-4.2%)

7% less capital invested

Capital invested by funds: $678M → $634M (-$44.4M)

Holders
198
Holders Change
+13
Holders Change %
+7.03%
% of All Funds
3.05%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
36
Increased
69
Reduced
51
Closed
17
Calls
$1K
Puts
Net Calls
+$1K
Net Calls Change
-$580K
Name Holding Trade Value Shares
Change
Change in
Stake
CICI
101
Capital Investment Counsel Inc
North Carolina
$445K
MG
102
Mather Group
Illinois
$424K +$1.69K +30 +0.4%
WFA
103
WMG Financial Advisors
Tennessee
$424K +$428K +7,579 New
AAS
104
Avantax Advisory Services
Texas
$412K +$416K +7,364 New
Renaissance Technologies
105
Renaissance Technologies
New York
$397K -$457K -8,100 -53%
CF
106
Centaurus Financial
California
$384K +$395 +7 +0.1%
WA
107
WBH Advisory
Maryland
$379K -$557K -9,870 -59%
DBRC
108
D.B. Root & Company
Pennsylvania
$365K
BRWA
109
B. Riley Wealth Advisors
Florida
$355K +$358K +6,344 New
DLCIG
110
D.L. Carlson Investment Group
New Hampshire
$351K +$508 +9 +0.1%
WCP
111
Welch Capital Partners
New York
$343K +$346K +6,125 New
SCP
112
Silverleafe Capital Partners
Tennessee
$339K +$343K +6,069 New
FA
113
Fortis Advisors
Pennsylvania
$335K -$49.5K -877 -13%
PSF
114
Pacific Sun Financial
California
$319K +$1.98K +35 +0.6%
SB
115
Strategic Blueprint
Georgia
$306K -$9.6K -170 -3%
RCWM
116
Royal Capital Wealth Management
Indiana
$298K +$300K +5,323 New
CPSAC
117
Chas P. Smith & Associates (CPS)
Florida
$297K
SIAG
118
Safeguard Investment Advisory Group
California
$285K +$289K +5,112 New
UCFA
119
United Capital Financial Advisors
Texas
$278K +$113 +2 +0%
AB
120
Atlas Brown
Kentucky
$249K +$903 +16 +0.4%
Creative Planning
121
Creative Planning
Kansas
$247K -$47K -832 -16%
UBS Group
122
UBS Group
Switzerland
$244K +$149K +2,640 +154%
RWA
123
River Wealth Advisors
Pennsylvania
$241K -$32.3K -573 -12%
KIA
124
KCM Investment Advisors
California
$236K
GWM
125
Geneos Wealth Management
Colorado
$235K -$6.66K -118 -3%