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Fidelity MSCI Financials Index ETF

147 hedge funds and large institutions have $342M invested in Fidelity MSCI Financials Index ETF in 2019 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 41 increasing their positions, 50 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

240% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 10

17% more funds holding

Funds holding: 126147 (+21)

12% more capital invested

Capital invested by funds: $306M → $342M (+$36.4M)

0.68% more ownership

Funds ownership: 30.9%31.58% (+0.68%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

18% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 50

Holders
147
Holders Change
+21
Holders Change %
+16.67%
% of All Funds
2.9%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
34
Increased
41
Reduced
50
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LWM
126
Liberty Wealth Management
California
$15K
PMFA
127
Plante Moran Financial Advisors
Michigan
$15K +$13.9K +327 New
KFS
128
Kelly Financial Services
Massachusetts
$14.5K
Carson Wealth (CWM LLC)
129
Carson Wealth (CWM LLC)
Nebraska
$12K
VCP
130
Verus Capital Partners
Arizona
$12K +$11.5K +270 New
EW
131
Element Wealth
Mississippi
$12K +$11.7K +275 New
CAC
132
Certified Advisory Corp
Florida
$11K
TA
133
TFG Advisers
Michigan
$11K +$15.7K +371 New
Fifth Third Bancorp
134
Fifth Third Bancorp
Ohio
$9K -$2.12K -50 -19%
SIM
135
Sonora Investment Management
Arizona
$6K -$3.23K -76 -34%
SIS
136
Sound Income Strategies
Florida
$4K
AIL
137
AGF Investments LLC
Ontario, Canada
$4K +$85 +2 +3%
AWM
138
Avior Wealth Management
Nebraska
$3K
William Blair & Company
139
William Blair & Company
Illinois
$3K +$3.18K +75 New
GRP
140
Global Retirement Partners
California
$2K -$365K -8,595 -99%
WWM
141
Willingdon Wealth Management
North Carolina
$2K
RMAM
142
Raab & Moskowitz Asset Management
New Jersey
$2K +$2.17K +51 New
CWAF
143
Core Wealth Advisors (Florida)
Florida
$1K +$1.4K +33 New
HF
144
Halpern Financial
Virginia
$755 +$722 +17 New
WQ
145
Wealth Quarterback
New Jersey
$54 +$79.2K +1,866 New
Citadel Advisors
146
Citadel Advisors
Florida
-$4.01M -98,610 Closed
SWP
147
Stratos Wealth Partners
Ohio
-$2.79M -68,588 Closed
CM
148
Cornerstone Management
Georgia
-$1.39M -34,088 Closed
TRCT
149
Tower Research Capital (TRC)
New York
-$866K -21,290 Closed
CS
150
Credit Suisse
Switzerland
-$273K -6,705 Closed