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Fidelity MSCI Financials Index ETF

177 hedge funds and large institutions have $459M invested in Fidelity MSCI Financials Index ETF in 2023 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 47 increasing their positions, 70 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 18

8% more capital invested

Capital invested by funds: $426M → $459M (+$33.8M)

1.19% more ownership

Funds ownership: 32.43%33.63% (+1.2%)

1% more funds holding

Funds holding: 175177 (+2)

33% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 70

Holders
177
Holders Change
+2
Holders Change %
+1.14%
% of All Funds
2.78%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
22
Increased
47
Reduced
70
Closed
18
Calls
$4.98M
Puts
Net Calls
+$4.98M
Net Calls Change
+$4.33M
Name Holding Trade Value Shares
Change
Change in
Stake
IA
126
IFP Advisors
Florida
$30K -$11.2K -247 -28%
SSB
127
Sandy Spring Bank
Maryland
$29.1K +$136 +3 +0.5%
FHA
128
First Horizon Advisors
Tennessee
$29.1K
CT
129
Caldwell Trust
Florida
$28.2K
UCB
130
United Community Bank
South Carolina
$27.4K
First Manhattan
131
First Manhattan
New York
$25.9K
SWM
132
Spire Wealth Management
Virginia
$25.7K -$3.91K -86 -14%
IGWM
133
ICA Group Wealth Management
Colorado
$24.3K -$4.54K -100 -16%
GEA
134
Glen Eagle Advisors
New Jersey
$24K
CFD
135
Creative Financial Designs
Indiana
$21.7K +$20.9K +460 New
MWM
136
Mascoma Wealth Management
New Hampshire
$21.4K
William Blair & Company
137
William Blair & Company
Illinois
$21.2K -$7.72K -170 -27%
CFO
138
CVA Family Office
Colorado
$20K
SWM
139
Sanctuary Wealth Management
Idaho
$19.4K +$18.7K +412 New
DAM
140
Delta Asset Management
Tennessee
$18.1K
HWM
141
HighMark Wealth Management
Minnesota
$16.5K
QCG
142
Quadrant Capital Group
Ohio
$14.1K
EW
143
Element Wealth
Mississippi
$14.1K +$45 +1 +0.3%
OLVIG
144
Oliver Lagore Vanvalin Investment Group
Michigan
$13.6K
TCM
145
Tradewinds Capital Management
Washington
$13.3K +$45 +1 +0.4%
ACA
146
Aptus Capital Advisors
Alabama
$13.1K +$12.6K +278 New
LC
147
Lindbrook Capital
California
$13K
Simplex Trading
148
Simplex Trading
Illinois
$12K +$12.2K +269 New
CFGS
149
Concourse Financial Group Securities
Alabama
$11.8K
TWM
150
Tradition Wealth Management
Minnesota
$9K