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Fidelity MSCI Financials Index ETF

198 hedge funds and large institutions have $634M invested in Fidelity MSCI Financials Index ETF in 2021 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 69 increasing their positions, 51 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

112% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 17

35% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 51

7% more funds holding

Funds holding: 185198 (+13)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4.18% less ownership

Funds ownership: 37.64%33.46% (-4.2%)

7% less capital invested

Capital invested by funds: $678M → $634M (-$44.4M)

Holders
198
Holders Change
+13
Holders Change %
+7.03%
% of All Funds
3.05%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
36
Increased
69
Reduced
51
Closed
17
Calls
$1K
Puts
Net Calls
+$1K
Net Calls Change
-$580K
Name Holding Trade Value Shares
Change
Change in
Stake
AIP
126
Ahrens Investment Partners
Louisiana
$232K +$903 +16 +0.4%
AIS
127
AM Investment Strategies
Tennessee
$221K +$621 +11 +0.3%
ACM
128
Advisors Capital Management
New Jersey
$220K -$20.8K -368 -9%
CH
129
Canton Hathaway
Rhode Island
$220K
AIP
130
Almanack Investment Partners
Pennsylvania
$218K +$4.57K +81 +2%
BCM
131
Beaumont Capital Management
Massachusetts
$217K +$4.91K +87 +2%
RCAG
132
Rehmann Capital Advisory Group
Michigan
$215K +$790 +14 +0.4%
AWA
133
Arkadios Wealth Advisors
Georgia
$203K
WBC
134
West Branch Capital
Massachusetts
$183K -$45.2K -800 -20%
MHR
135
Matthew Hamilton Rosenberg
$164K
HI
136
Harbour Investments
Wisconsin
$155K -$186K -3,289 -54%
EVM
137
Eaton Vance Management
Massachusetts
$140K
MP
138
McDonald Partners
Ohio
$133K -$306K -5,422 -70%
ACM
139
Absolute Capital Management
Pennsylvania
$133K +$134K +2,378 New
Franklin Resources
140
Franklin Resources
California
$129K
VNA
141
Valley National Advisers
Pennsylvania
$127K
SAM
142
Strategic Asset Management
Minnesota
$117K
IAG
143
Investmark Advisory Group
Connecticut
$110K +$112K +1,980 New
SPIA
144
Steward Partners Investment Advisory
New York
$84K
KTC
145
Kistler-Tiffany Companies
Pennsylvania
$83K
CIAS
146
Capital Investment Advisory Services
North Carolina
$73K +$56 +1 +0.1%
Bank of Montreal
147
Bank of Montreal
Ontario, Canada
$60K -$16K -283 -21%
CFGS
148
Concourse Financial Group Securities
Alabama
$59K +$56 +1 +0.1%
TWC
149
TD Waterhouse Canada
Ontario, Canada
$57.9K +$56.4K +1,000 New
OIA
150
Optimum Investment Advisors
Illinois
$56K