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Fidelity MSCI Financials Index ETF

196 hedge funds and large institutions have $620M invested in Fidelity MSCI Financials Index ETF in 2022 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 73 increasing their positions, 52 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

40% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 52

4% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 27

0.37% less ownership

Funds ownership: 33.46%33.09% (-0.37%)

2% less capital invested

Capital invested by funds: $634M → $620M (-$13.8M)

1% less funds holding

Funds holding: 198196 (-2)

Holders
196
Holders Change
-2
Holders Change %
-1.01%
% of All Funds
3.09%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
28
Increased
73
Reduced
52
Closed
27
Calls
$380K
Puts
Net Calls
+$380K
Net Calls Change
+$379K
Name Holding Trade Value Shares
Change
Change in
Stake
CF
101
Centaurus Financial
California
$473K +$104K +1,868 +27%
WFA
102
WMG Financial Advisors
Tennessee
$448K +$41K +739 +10%
PFS
103
Prospera Financial Services
Texas
$433K -$24.5K -442 -5%
MP
104
McDonald Partners
Ohio
$422K +$301K +5,422 +228%
CICI
105
Capital Investment Counsel Inc
North Carolina
$420K -$11.1K -200 -3%
BCA
106
Bay Colony Advisors
Massachusetts
$417K -$32.4K -585 -7%
MG
107
Mather Group
Illinois
$412K +$1.66K +30 +0.4%
SIAG
108
Safeguard Investment Advisory Group
California
$363K +$88.8K +1,602 +31%
CAG
109
Csenge Advisory Group
Florida
$361K +$370K +6,673 New
AW
110
ACG Wealth
Georgia
$358K -$113K -2,032 -24%
Creative Planning
111
Creative Planning
Kansas
$354K +$118K +2,124 +48%
WA
112
WBH Advisory
Maryland
$341K -$277 -5 -0.1%
DBRC
113
D.B. Root & Company
Pennsylvania
$340K -$14.5K -262 -4%
DLCIG
114
D.L. Carlson Investment Group
New Hampshire
$340K +$444 +8 +0.1%
WCP
115
Welch Capital Partners
New York
$332K
PSF
116
Pacific Sun Financial
California
$331K +$22.5K +405 +7%
TRIA
117
Trail Ridge Investment Advisors
Colorado
$322K +$330K +5,951 New
RCWM
118
Royal Capital Wealth Management
Indiana
$290K +$1.44K +26 +0.5%
CPSAC
119
Chas P. Smith & Associates (CPS)
Florida
$288K
UBS Group
120
UBS Group
Switzerland
$279K +$44K +794 +18%
MWM
121
Mascoma Wealth Management
New Hampshire
$268K +$242K +4,356 +726%
RWA
122
River Wealth Advisors
Pennsylvania
$263K +$30.9K +557 +13%
UCFA
123
United Capital Financial Advisors
Texas
$253K -$16.8K -303 -6%
AB
124
Atlas Brown
Kentucky
$242K +$943 +17 +0.4%
KIA
125
KCM Investment Advisors
California
$228K