We are live on ! Find out more
FNCL icon

Fidelity MSCI Financials Index ETF

182 hedge funds and large institutions have $484M invested in Fidelity MSCI Financials Index ETF in 2022 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 65 increasing their positions, 58 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 58

2.52% more ownership

Funds ownership: 32.38%34.9% (+2.5%)

4% more capital invested

Capital invested by funds: $465M → $484M (+$18.9M)

7% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 15

2% less funds holding

Funds holding: 185182 (-3)

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
182
Holders Change
-3
Holders Change %
-1.62%
% of All Funds
3.14%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
14
Increased
65
Reduced
58
Closed
15
Calls
$715K
Puts
Net Calls
+$715K
Net Calls Change
-$120K
Name Holding Trade Value Shares
Change
Change in
Stake
WBC
126
West Branch Capital
Massachusetts
$96K
SAM
127
Strategic Asset Management
Minnesota
$90K
IA
128
IFP Advisors
Florida
$84K +$27.6K +586 +45%
MWM
129
Mascoma Wealth Management
New Hampshire
$82K
Citigroup
130
Citigroup
New York
$78K +$77.5K +1,648 +964%
KTC
131
Kistler-Tiffany Companies
Pennsylvania
$74K +$11.7K +249 +17%
SPIA
132
Steward Partners Investment Advisory
New York
$65K
FP
133
Financial Perspectives
Minnesota
$53.4K +$14.2K +301 +32%
TWC
134
TD Waterhouse Canada
Ontario, Canada
$44.2K
HF
135
Halpern Financial
Virginia
$43.8K -$9.4K -200 -16%
OIA
136
Optimum Investment Advisors
Illinois
$43K
Rockefeller Capital Management
137
Rockefeller Capital Management
New York
$37K -$42.3K -899 -51%
PNC Financial Services Group
138
PNC Financial Services Group
Pennsylvania
$37K +$7.76K +165 +24%
CIAS
139
Capital Investment Advisory Services
North Carolina
$35K +$47 +1 +0.1%
AWM
140
Accel Wealth Management
Iowa
$32K
AA
141
Addison Advisors
Vermont
$32K
SWM
142
Spire Wealth Management
Virginia
$31K -$12.4K -263 -27%
CFD
143
Creative Financial Designs
Indiana
$29K
First Manhattan
144
First Manhattan
New York
$28K +$2.16K +46 +8%
SSB
145
Sandy Spring Bank
Maryland
$26K -$13.6K -289 -32%
CT
146
Caldwell Trust
Florida
$25.8K
UCB
147
United Community Bank
South Carolina
$25.1K
GEA
148
Glen Eagle Advisors
New Jersey
$22K -$19K -405 -44%
Qube Research & Technologies (QRT)
149
Qube Research & Technologies (QRT)
United Kingdom
$21K +$10.5K +223 +81%
CFO
150
CVA Family Office
Colorado
$18K