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Fidelity MSCI Financials Index ETF

187 hedge funds and large institutions have $548M invested in Fidelity MSCI Financials Index ETF in 2024 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 67 increasing their positions, 55 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 55

0.18% less ownership

Funds ownership: 34.52%34.34% (-0.18%)

3% less capital invested

Capital invested by funds: $568M → $548M (-$19.8M)

5% less funds holding

Funds holding: 196187 (-9)

18% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 22

100% less funds holding in top 10

Funds holding in top 10: 40 (-4)

Holders
187
Holders Change
-9
Holders Change %
-4.59%
% of All Funds
2.7%
Holding in Top 10
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-100%
% of All Funds
New
18
Increased
67
Reduced
55
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HF
101
HRT Financial
New York
$252K +$252K +4,353 New
Koshinski Asset Management
102
Koshinski Asset Management
Illinois
$245K +$1.39K +24 +0.6%
AA
103
Axiom Advisory
California
$240K +$240K +4,147 New
IA
104
IFP Advisors
Florida
$240K +$203K +3,500 +549%
CPSAC
105
Chas P. Smith & Associates (CPS)
Florida
$236K -$16.2K -280 -6%
GCIM
106
Gunn & Company Investment Management
Florida
$236K +$236K +4,071 New
DAS
107
Dynamic Advisor Solutions
Arizona
$236K
WN
108
Williams & Novak
California
$236K
MML Investors Services
109
MML Investors Services
Massachusetts
$234K -$21.4K -369 -8%
VBCG
110
Valley Brook Capital Group
Pennsylvania
$230K +$7.29K +126 +3%
KIA
111
KCM Investment Advisors
California
$225K +$8.39K +145 +4%
MWM
112
Mission Wealth Management
California
$221K -$32.3K -558 -13%
SW
113
SVB Wealth
Massachusetts
$218K -$415K -7,165 -66%
PS
114
Principal Securities
Iowa
$217K +$83.8K +1,448 +63%
Comerica Bank
115
Comerica Bank
Texas
$211K -$9.78K -169 -4%
SWA
116
Stratos Wealth Advisors
Ohio
$205K +$4.51K +78 +2%
AIS
117
AM Investment Strategies
Tennessee
$205K +$463 +8 +0.2%
WPP
118
Whalerock Point Partners
Rhode Island
$202K
BCA
119
Bray Capital Advisors
Florida
$197K
MHR
120
Matthew Hamilton Rosenberg
$170K
SOAMC
121
Spirit of America Management Corp
New York
$159K +$8.28K +143 +5%
Qube Research & Technologies (QRT)
122
Qube Research & Technologies (QRT)
United Kingdom
$137K +$25.5K +440 +23%
Franklin Resources
123
Franklin Resources
California
$134K
VNA
124
Valley National Advisers
Pennsylvania
$131K
ANBT
125
American National Bank & Trust
Texas
$105K +$34.1K +589 +48%