We are live on ! Find out more
FNCL icon

Fidelity MSCI Financials Index ETF

196 hedge funds and large institutions have $620M invested in Fidelity MSCI Financials Index ETF in 2022 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 73 increasing their positions, 52 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

40% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 52

4% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 27

0.37% less ownership

Funds ownership: 33.46%33.09% (-0.37%)

2% less capital invested

Capital invested by funds: $634M → $620M (-$13.8M)

1% less funds holding

Funds holding: 198196 (-2)

Holders
196
Holders Change
-2
Holders Change %
-1.01%
% of All Funds
3.09%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
28
Increased
73
Reduced
52
Closed
27
Calls
$380K
Puts
Net Calls
+$380K
Net Calls Change
+$379K
Name Holding Trade Value Shares
Change
Change in
Stake
MFG
126
Monte Financial Group
Connecticut
$224K +$229K +4,136 New
ACM
127
Advisors Capital Management
New Jersey
$217K +$4.21K +76 +2%
CH
128
Canton Hathaway
Rhode Island
$213K
AIP
129
Almanack Investment Partners
Pennsylvania
$212K +$1.39K +25 +0.6%
MHR
130
Matthew Hamilton Rosenberg
$158K
WBC
131
West Branch Capital
Massachusetts
$157K -$21.1K -380 -12%
GWM
132
Geneos Wealth Management
Colorado
$132K -$97.7K -1,762 -42%
AIP
133
Ahrens Investment Partners
Louisiana
$126K -$100K -1,810 -44%
Franklin Resources
134
Franklin Resources
California
$125K
VNA
135
Valley National Advisers
Pennsylvania
$123K
SAM
136
Strategic Asset Management
Minnesota
$114K
Rockefeller Capital Management
137
Rockefeller Capital Management
New York
$82K +$50.4K +909 +149%
SPIA
138
Steward Partners Investment Advisory
New York
$81K
KTC
139
Kistler-Tiffany Companies
Pennsylvania
$80K
CG
140
Cutler Group
California
$64K +$44.4K +800 +200%
LIA
141
LS Investment Advisors
Michigan
$63K +$64.2K +1,158 New
IA
142
IFP Advisors
Florida
$59K -$4.06M -73,163 -98%
Bank of Montreal
143
Bank of Montreal
Ontario, Canada
$58K
Qube Research & Technologies (QRT)
144
Qube Research & Technologies (QRT)
United Kingdom
$58K +$59.6K +1,074 New
HF
145
Halpern Financial
Virginia
$55.1K +$55.5K +1,000 +5,882%
FHA
146
First Horizon Advisors
Tennessee
$55K +$56K +1,010 New
TWC
147
TD Waterhouse Canada
Ontario, Canada
$54K
OIA
148
Optimum Investment Advisors
Illinois
$54K
TFS
149
TrustCore Financial Services
Tennessee
$53K +$6.66K +120 +14%
RFWA
150
RPg Family Wealth Advisory
Massachusetts
$51.9K