We are live on ! Find out more
FNCL icon

Fidelity MSCI Financials Index ETF

185 hedge funds and large institutions have $465M invested in Fidelity MSCI Financials Index ETF in 2022 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 53 increasing their positions, 64 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.71% less ownership

Funds ownership: 33.09%32.38% (-0.71%)

6% less funds holding

Funds holding: 196185 (-11)

17% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 64

25% less capital invested

Capital invested by funds: $620M → $465M (-$155M)

35% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 26

Holders
185
Holders Change
-11
Holders Change %
-5.61%
% of All Funds
3.12%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
17
Increased
53
Reduced
64
Closed
26
Calls
$835K
Puts
Net Calls
+$835K
Net Calls Change
+$455K
Name Holding Trade Value Shares
Change
Change in
Stake
TFA
101
Transamerica Financial Advisors
Florida
$325K +$355K +7,266 New
PFS
102
Prospera Financial Services
Texas
$318K -$43.1K -882 -11%
AW
103
ACG Wealth
Georgia
$315K +$22K +450 +7%
Creative Planning
104
Creative Planning
Kansas
$292K -$586 -12 -0.2%
DLCIG
105
D.L. Carlson Investment Group
New Hampshire
$281K +$538 +11 +0.2%
DBRC
106
D.B. Root & Company
Pennsylvania
$280K
PSF
107
Pacific Sun Financial
California
$279K +$7.18K +147 +2%
TRIA
108
Trail Ridge Investment Advisors
Colorado
$278K +$13.3K +273 +5%
WA
109
WBH Advisory
Maryland
$274K -$33.4K -684 -10%
MA
110
Mutual Advisors
Nebraska
$273K -$597K -12,206 -67%
WCP
111
Welch Capital Partners
New York
$273K
SIA
112
Soltis Investment Advisors
Utah
$259K -$1.08M -22,126 -79%
RWA
113
River Wealth Advisors
Pennsylvania
$226K +$9.48K +194 +4%
CPSAC
114
Chas P. Smith & Associates (CPS)
Florida
$225K -$13.2K -270 -5%
C
115
CEDRUS
Colorado
$211K +$231K +4,718 New
UBS Group
116
UBS Group
Switzerland
$208K -$24.7K -506 -10%
CH
117
Canton Hathaway
Rhode Island
$175K
MHR
118
Matthew Hamilton Rosenberg
$133K
HI
119
Harbour Investments
Wisconsin
$130K +$143K +2,921 New
BAM
120
Belpointe Asset Management
Nevada
$127K +$139K +2,843 New
GWM
121
Geneos Wealth Management
Colorado
$109K -$1.22K -25 -1%
VNA
122
Valley National Advisers
Pennsylvania
$104K
Franklin Resources
123
Franklin Resources
California
$103K
WBC
124
West Branch Capital
Massachusetts
$100K -$32.1K -657 -23%
SAM
125
Strategic Asset Management
Minnesota
$94K