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Fidelity MSCI Financials Index ETF

201 hedge funds and large institutions have $628M invested in Fidelity MSCI Financials Index ETF in 2024 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 61 increasing their positions, 59 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 14

15% more capital invested

Capital invested by funds: $548M → $628M (+$79.5M)

7% more funds holding

Funds holding: 187201 (+14)

1.18% more ownership

Funds ownership: 34.34%35.52% (+1.2%)

3% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 59

84% less call options, than puts

Call options by funds: $32K | Put options by funds: $204K

Holders
201
Holders Change
+14
Holders Change %
+7.49%
% of All Funds
2.89%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
29
Increased
61
Reduced
59
Closed
14
Calls
$32K
Puts
$204K
Net Calls
-$172K
Net Calls Change
-$172K
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
101
Cresset Asset Management
Illinois
$299K +$5.96K +97 +2%
SAM
102
Secure Asset Management
Michigan
$298K +$287K +4,671 New
RWA
103
River Wealth Advisors
Pennsylvania
$288K -$4.67K -76 -2%
FFS
104
Founders Financial Securities
Maryland
$273K +$263K +4,281 New
Jones Financial Companies
105
Jones Financial Companies
Missouri
$270K +$185K +3,004 +241%
Koshinski Asset Management
106
Koshinski Asset Management
Illinois
$267K
IA
107
IFP Advisors
Florida
$264K
MWM
108
Mission Wealth Management
California
$264K +$19.4K +316 +8%
VBCG
109
Valley Brook Capital Group
Pennsylvania
$263K +$9.9K +161 +4%
PIA
110
Panoramic Investment Advisors
Colorado
$260K +$251K +4,075 New
AA
111
Axiom Advisory
California
$260K +$4.74K +77 +2%
WN
112
Williams & Novak
California
$260K
CPSAC
113
Chas P. Smith & Associates (CPS)
Florida
$255K -$4.74K -77 -2%
P
114
&Partners
Tennessee
$253K +$244K +3,968 New
MML Investors Services
115
MML Investors Services
Massachusetts
$251K -$7.13K -116 -3%
KIA
116
KCM Investment Advisors
California
$248K
Comerica Bank
117
Comerica Bank
Texas
$246K +$12.9K +209 +6%
SWA
118
Stratos Wealth Advisors
Ohio
$245K +$17.8K +289 +8%
PS
119
Principal Securities
Iowa
$241K +$1.97K +32 +0.9%
Prudential Financial
120
Prudential Financial
New Jersey
$241K +$232K +3,768 New
IFG
121
Independent Financial Group
California
$227K +$219K +3,558 New
AIS
122
AM Investment Strategies
Tennessee
$227K +$492 +8 +0.2%
WPP
123
Whalerock Point Partners
Rhode Island
$222K
HAS
124
HBW Advisory Services
California
$219K +$211K +3,426 New
Franklin Resources
125
Franklin Resources
California
$219K +$61.5K +1,000 +43%