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Fidelity MSCI Financials Index ETF

177 hedge funds and large institutions have $461M invested in Fidelity MSCI Financials Index ETF in 2023 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 60 increasing their positions, 45 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

128,400% more call options, than puts

Call options by funds: $1.28M | Put options by funds: $1K

33% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 45

13% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 16

1.11% more ownership

Funds ownership: 33.63%34.74% (+1.1%)

0% more capital invested

Capital invested by funds: $459M → $461M (+$1.63M)

0% more funds holding

Funds holding: 177177 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
177
Holders Change
Holders Change %
0%
% of All Funds
2.81%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
18
Increased
60
Reduced
45
Closed
16
Calls
$1.28M
Puts
$1K
Net Calls
+$1.28M
Net Calls Change
-$3.69M
Name Holding Trade Value Shares
Change
Change in
Stake
CPSAC
101
Chas P. Smith & Associates (CPS)
Florida
$203K
CM
102
Cornerstone Management
Georgia
$201K
BCA
103
Bray Capital Advisors
Florida
$159K
MHR
104
Matthew Hamilton Rosenberg
$136K
CG
105
Cutler Group
California
$135K +$131K +2,700 +1,350%
Comerica Bank
106
Comerica Bank
Texas
$135K +$140K +2,889 New
GWM
107
Geneos Wealth Management
Colorado
$113K
Franklin Resources
108
Franklin Resources
California
$107K
VNA
109
Valley National Advisers
Pennsylvania
$106K
EWM
110
EPG Wealth Management
Georgia
$93.3K +$339 +7 +0.4%
UBS Group
111
UBS Group
Switzerland
$91.1K +$12.2K +253 +15%
Qube Research & Technologies (QRT)
112
Qube Research & Technologies (QRT)
United Kingdom
$87.6K +$36.8K +761 +68%
WBC
113
West Branch Capital
Massachusetts
$80.5K
BWL
114
Bogart Wealth LLC
Virginia
$71.9K
SPIA
115
Steward Partners Investment Advisory
New York
$68.7K -$24.2K -500 -25%
GRP
116
Global Retirement Partners
California
$65.7K
PNC Financial Services Group
117
PNC Financial Services Group
Pennsylvania
$65K -$32.9K -680 -33%
FP
118
Financial Perspectives
Minnesota
$58.4K +$145 +3 +0.2%
BC
119
Belmont Capital
California
$49.6K -$48 -1 -0.1%
OIA
120
Optimum Investment Advisors
Illinois
$46.6K
TWC
121
TD Waterhouse Canada
Ontario, Canada
$46.1K
HI
122
Harbour Investments
Wisconsin
$45.5K -$18.3K -379 -28%
SWM
123
Sanctuary Wealth Management
Idaho
$45K +$26.8K +554 +134%
LWCFA
124
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$41.1K
CIAS
125
Capital Investment Advisory Services
North Carolina
$35.6K +$48 +1 +0.1%