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Fidelity MSCI Financials Index ETF

145 hedge funds and large institutions have $558M invested in Fidelity MSCI Financials Index ETF in 2018 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 64 increasing their positions, 36 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

78% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 36

60% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 15

6% more funds holding

Funds holding: 137145 (+8)

1.18% more ownership

Funds ownership: 35.36%36.53% (+1.2%)

3% more capital invested

Capital invested by funds: $544M → $558M (+$14.4M)

Holders
145
Holders Change
+8
Holders Change %
+5.84%
% of All Funds
3.32%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
24
Increased
64
Reduced
36
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FGAM
126
Financial Gravity Asset Management
Texas
$17K -$6.89K -170 -29%
WAM
127
Wealthspire Advisors (Maryland)
Maryland
$16K -$4.06K -100 -20%
BFC
128
Bedel Financial Consulting
Indiana
$15K +$15.4K +379 New
PNC Financial Services Group
129
PNC Financial Services Group
Pennsylvania
$13K
Rockefeller Capital Management
130
Rockefeller Capital Management
New York
$12K +$12.2K +300 New
RFM
131
Royal Fund Management
Florida
$12K +$12.7K +314 New
Fifth Third Bancorp
132
Fifth Third Bancorp
Ohio
$8K
GI
133
Gradient Investments
Minnesota
$8K +$8.23K +203 New
WT
134
Washington Trust
Rhode Island
$7K +$7.67K +189 New
MFW
135
Mosaic Family Wealth
Missouri
$6K
SIS
136
Sound Income Strategies
Florida
$6K
BRC
137
Bell Rock Capital
Delaware
$4K
VFA
138
Valeo Financial Advisors
Indiana
$4K
AWM
139
Avior Wealth Management
Nebraska
$3K
WWMSC
140
Wagner Wealth Management (South Carolina)
South Carolina
$2K +$41 +1 +2%
SEI Investments
141
SEI Investments
Pennsylvania
$1K -$2.88K -71 -68%
AIL
142
AGF Investments LLC
Ontario, Canada
$1 +$527 +13 +108%
MIAN
143
Mariner Independent Advisor Network
Kansas
-$1.11M -27,578 Closed
RPG
144
Risk Paradigm Group
Texas
-$898K -22,235 Closed
Millennium Management
145
Millennium Management
New York
-$550K -13,609 Closed
BRWA
146
B. Riley Wealth Advisors
Florida
-$523K -12,942 Closed
NL
147
NWAM LLC
Washington
-$444K -10,985 Closed
Stifel Financial
148
Stifel Financial
Missouri
-$303K -7,499 Closed
IAA
149
Independent Advisor Alliance
North Carolina
-$248K -6,728 Closed
KF
150
Krilogy Financial
Missouri
-$153K -3,782 Closed