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Fidelity MSCI Financials Index ETF

185 hedge funds and large institutions have $465M invested in Fidelity MSCI Financials Index ETF in 2022 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 53 increasing their positions, 64 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.71% less ownership

Funds ownership: 33.09%32.38% (-0.71%)

6% less funds holding

Funds holding: 196185 (-11)

17% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 64

25% less capital invested

Capital invested by funds: $620M → $465M (-$155M)

35% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 26

Holders
185
Holders Change
-11
Holders Change %
-5.61%
% of All Funds
3.12%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
17
Increased
53
Reduced
64
Closed
26
Calls
$835K
Puts
Net Calls
+$835K
Net Calls Change
+$455K
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
126
Mascoma Wealth Management
New Hampshire
$85K -$149K -3,050 -62%
Rockefeller Capital Management
127
Rockefeller Capital Management
New York
$79K +$12.7K +259 +17%
SPIA
128
Steward Partners Investment Advisory
New York
$67K
KTC
129
Kistler-Tiffany Companies
Pennsylvania
$66K
AIP
130
Ahrens Investment Partners
Louisiana
$63K -$44.6K -912 -39%
IA
131
IFP Advisors
Florida
$59K
HF
132
Halpern Financial
Virginia
$54.3K +$9.78K +200 +20%
TWC
133
TD Waterhouse Canada
Ontario, Canada
$45.3K
OIA
134
Optimum Investment Advisors
Illinois
$45K
SWM
135
Spire Wealth Management
Virginia
$44K -$1M -20,469 -95%
FP
136
Financial Perspectives
Minnesota
$41.9K +$4.59K +94 +11%
GEA
137
Glen Eagle Advisors
New Jersey
$40.8K
SSB
138
Sandy Spring Bank
Maryland
$40K +$195 +4 +0.4%
CIAS
139
Capital Investment Advisory Services
North Carolina
$36K +$49 +1 +0.1%
AA
140
Addison Advisors
Vermont
$33K
MAM
141
Meeder Asset Management
Ohio
$32K
AWM
142
Accel Wealth Management
Iowa
$31K
CFD
143
Creative Financial Designs
Indiana
$30K
PNC Financial Services Group
144
PNC Financial Services Group
Pennsylvania
$30K
CT
145
Caldwell Trust
Florida
$26.8K
First Manhattan
146
First Manhattan
New York
$26K
UCB
147
United Community Bank
South Carolina
$26K
CAPTRUST Financial Advisors
148
CAPTRUST Financial Advisors
North Carolina
$20K +$21.5K +440 +4,889%
TCWM
149
Total Clarity Wealth Management
Illinois
$20K +$22K +450 New
TFS
150
TrustCore Financial Services
Tennessee
$19K -$27.3K -558 -57%