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Fidelity MSCI Financials Index ETF

177 hedge funds and large institutions have $459M invested in Fidelity MSCI Financials Index ETF in 2023 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 47 increasing their positions, 70 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 18

8% more capital invested

Capital invested by funds: $426M → $459M (+$33.8M)

1.19% more ownership

Funds ownership: 32.43%33.63% (+1.2%)

1% more funds holding

Funds holding: 175177 (+2)

33% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 70

Holders
177
Holders Change
+2
Holders Change %
+1.14%
% of All Funds
2.78%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
22
Increased
47
Reduced
70
Closed
18
Calls
$4.98M
Puts
Net Calls
+$4.98M
Net Calls Change
+$4.33M
Name Holding Trade Value Shares
Change
Change in
Stake
FIM
101
Freedom Investment Management
Connecticut
$200K -$157K -3,459 -45%
CAM
102
Cresset Asset Management
Illinois
$182K +$176K +3,869 New
BCA
103
Bray Capital Advisors
Florida
$160K -$464K -10,210 -75%
MHR
104
Matthew Hamilton Rosenberg
$138K +$45 +1 +0%
GWM
105
Geneos Wealth Management
Colorado
$114K +$81.8K +1,801 +288%
Franklin Resources
106
Franklin Resources
California
$109K
VNA
107
Valley National Advisers
Pennsylvania
$107K
PNC Financial Services Group
108
PNC Financial Services Group
Pennsylvania
$97.8K +$15.9K +350 +20%
EWM
109
EPG Wealth Management
Georgia
$94K -$31.5K -693 -26%
SPIA
110
Steward Partners Investment Advisory
New York
$93K -$8.68K -191 -9%
KTC
111
Kistler-Tiffany Companies
Pennsylvania
$81.5K +$45 +1 +0.1%
WBC
112
West Branch Capital
Massachusetts
$81.4K
UBS Group
113
UBS Group
Switzerland
$80.2K +$18.9K +416 +32%
BWL
114
Bogart Wealth LLC
Virginia
$72.7K +$70.1K +1,544 New
GRP
115
Global Retirement Partners
California
$67.6K
HI
116
Harbour Investments
Wisconsin
$63.9K -$61.7K -1,359 -50%
FP
117
Financial Perspectives
Minnesota
$59K +$91 +2 +0.2%
BC
118
Belmont Capital
California
$50.2K +$48.4K +1,066 New
TWC
119
TD Waterhouse Canada
Ontario, Canada
$47.4K
OIA
120
Optimum Investment Advisors
Illinois
$47.1K
Qube Research & Technologies (QRT)
121
Qube Research & Technologies (QRT)
United Kingdom
$46.8K +$44.3K +976 +673%
LWCFA
122
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$41.5K +$40K +881 New
TRCT
123
Tower Research Capital (TRC)
New York
$38.4K -$895K -19,711 -96%
CIAS
124
Capital Investment Advisory Services
North Carolina
$35.9K +$45 +1 +0.1%
AA
125
Addison Advisors
Vermont
$35K