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Fidelity MSCI Financials Index ETF

246 hedge funds and large institutions have $1.06B invested in Fidelity MSCI Financials Index ETF in 2024 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 86 increasing their positions, 49 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

436% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 11

76% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 49

69% more capital invested

Capital invested by funds: $628M → $1.06B (+$432M)

22% more funds holding

Funds holding: 201246 (+45)

1.76% more ownership

Funds ownership: 35.52%37.27% (+1.8%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
246
Holders Change
+45
Holders Change %
+22.39%
% of All Funds
3.24%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
59
Increased
86
Reduced
49
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TWM
101
Tanager Wealth Management
United Kingdom
$503K +$503K +7,323 New
PWA
102
Prairie Wealth Advisors
Nebraska
$472K +$472K +6,875 New
PSF
103
Pacific Sun Financial
California
$459K +$59.2K +861 +15%
LWM
104
LongView Wealth Management
Georgia
$455K +$113K +1,640 +33%
AFAS
105
Acorn Financial Advisory Services
Virginia
$446K +$49.7K +723 +13%
Janney Montgomery Scott
106
Janney Montgomery Scott
Pennsylvania
$438K
MA
107
Mutual Advisors
Nebraska
$433K +$10.1K +147 +2%
ANBT
108
American National Bank & Trust
Texas
$430K +$264K +3,841 +159%
BCG
109
Breakwater Capital Group
New Jersey
$410K
CM
110
Cornerstone Management
Georgia
$405K +$7.01K +102 +2%
Jones Financial Companies
111
Jones Financial Companies
Missouri
$405K +$113K +1,641 +39%
IFG
112
Independent Financial Group
California
$403K +$158K +2,305 +65%
CICI
113
Capital Investment Counsel Inc
North Carolina
$390K -$13.7K -199 -3%
BI
114
Beckerman Institutional
New Jersey
$383K +$3.64K +53 +1%
MWM
115
Mission Wealth Management
California
$375K +$91.4K +1,330 +32%
DBRC
116
D.B. Root & Company
Pennsylvania
$370K -$38.9K -566 -10%
KeyBank National Association
117
KeyBank National Association
Ohio
$367K -$72.6K -1,057 -17%
WA
118
WBH Advisory
Maryland
$362K
ECA
119
Elevated Capital Advisors
Utah
$328K +$328K +4,771 New
RWA
120
River Wealth Advisors
Pennsylvania
$326K +$16.4K +238 +5%
WS
121
Wedbush Securities
California
$307K +$307K +4,474 New
RWM
122
Rialto Wealth Management
New York
$301K +$301K +4,377 New
VBCG
123
Valley Brook Capital Group
Pennsylvania
$291K +$7.63K +111 +3%
IA
124
IFP Advisors
Florida
$291K +$6.39K +93 +2%
SOS
125
Silver Oak Securities
Tennessee
$286K +$286K +4,160 New