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Fidelity MSCI Financials Index ETF

182 hedge funds and large institutions have $484M invested in Fidelity MSCI Financials Index ETF in 2022 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 65 increasing their positions, 58 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 58

2.52% more ownership

Funds ownership: 32.38%34.9% (+2.5%)

4% more capital invested

Capital invested by funds: $465M → $484M (+$18.9M)

7% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 15

2% less funds holding

Funds holding: 185182 (-3)

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
182
Holders Change
-3
Holders Change %
-1.62%
% of All Funds
3.14%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
14
Increased
65
Reduced
58
Closed
15
Calls
$715K
Puts
Net Calls
+$715K
Net Calls Change
-$120K
Name Holding Trade Value Shares
Change
Change in
Stake
MG
101
Mather Group
Illinois
$331K +$1.69K +36 +0.5%
AW
102
ACG Wealth
Georgia
$325K +$22.8K +484 +7%
RCA
103
Reitz Capital Advisors
Michigan
$309K -$29.4K -625 -8%
PFS
104
Prospera Financial Services
Texas
$308K +$1.27K +27 +0.4%
Jane Street
105
Jane Street
New York
$304K -$2.34M -49,833 -88%
C
106
CEDRUS
Colorado
$292K +$96.4K +2,050 +43%
PSF
107
Pacific Sun Financial
California
$276K +$6.96K +148 +2%
DLCIG
108
D.L. Carlson Investment Group
New Hampshire
$272K +$517 +11 +0.2%
DBRC
109
D.B. Root & Company
Pennsylvania
$270K
WCP
110
Welch Capital Partners
New York
$264K
WA
111
WBH Advisory
Maryland
$254K -$8.98K -191 -3%
SIA
112
Soltis Investment Advisors
Utah
$245K -$5.97K -127 -2%
EH
113
Equitable Holdings
New York
$218K +$238K +5,070 New
RWA
114
River Wealth Advisors
Pennsylvania
$216K -$2.35K -50 -1%
Creative Planning
115
Creative Planning
Kansas
$215K -$72.8K -1,548 -24%
TFA
116
Transamerica Financial Advisors
Florida
$214K -$109K -2,311 -32%
CPSAC
117
Chas P. Smith & Associates (CPS)
Florida
$207K -$11.5K -244 -5%
CH
118
Canton Hathaway
Rhode Island
$169K
AIP
119
Almanack Investment Partners
Pennsylvania
$157K +$172K +3,648 New
HI
120
Harbour Investments
Wisconsin
$130K
MHR
121
Matthew Hamilton Rosenberg
$126K
BAM
122
Belpointe Asset Management
Nevada
$116K -$6.54K -139 -5%
GWM
123
Geneos Wealth Management
Colorado
$104K
VNA
124
Valley National Advisers
Pennsylvania
$104K
Franklin Resources
125
Franklin Resources
California
$99K