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Fidelity MSCI Financials Index ETF

177 hedge funds and large institutions have $461M invested in Fidelity MSCI Financials Index ETF in 2023 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 60 increasing their positions, 45 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

128,400% more call options, than puts

Call options by funds: $1.28M | Put options by funds: $1K

33% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 45

13% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 16

1.11% more ownership

Funds ownership: 33.63%34.74% (+1.1%)

0% more capital invested

Capital invested by funds: $459M → $461M (+$1.63M)

0% more funds holding

Funds holding: 177177 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
177
Holders Change
Holders Change %
0%
% of All Funds
2.81%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
18
Increased
60
Reduced
45
Closed
16
Calls
$1.28M
Puts
$1K
Net Calls
+$1.28M
Net Calls Change
-$3.69M
Name Holding Trade Value Shares
Change
Change in
Stake
AA
126
Addison Advisors
Vermont
$34.6K
PFA
127
Pathway Financial Advisers
Indiana
$31.6K +$32.8K +678 New
TFA
128
Transamerica Financial Advisors
Florida
$30K -$217K -4,480 -88%
IA
129
IFP Advisors
Florida
$29.7K
FHA
130
First Horizon Advisors
Tennessee
$28.8K
CT
131
Caldwell Trust
Florida
$27.9K
UCB
132
United Community Bank
South Carolina
$27.1K
First Manhattan
133
First Manhattan
New York
$25.6K
SWM
134
Spire Wealth Management
Virginia
$25.4K
William Blair & Company
135
William Blair & Company
Illinois
$24.4K +$3.58K +74 +16%
GEA
136
Glen Eagle Advisors
New Jersey
$23.7K
LFG
137
Larson Financial Group
Missouri
$23K +$22.2K +460 +1,353%
CFD
138
Creative Financial Designs
Indiana
$21.4K
MWM
139
Mascoma Wealth Management
New Hampshire
$20.2K
SHIM
140
Stone House Investment Management
Pennsylvania
$19.1K +$19.8K +409 New
HWM
141
HighMark Wealth Management
Minnesota
$16.3K
EW
142
Element Wealth
Mississippi
$14K +$97 +2 +0.7%
QCG
143
Quadrant Capital Group
Ohio
$14K
OLVIG
144
Oliver Lagore Vanvalin Investment Group
Michigan
$13.5K
TCM
145
Tradewinds Capital Management
Washington
$13.2K +$97 +2 +0.7%
MFT
146
Moisand Fitzgerald Tamayo
Florida
$13.1K +$13.6K +282 New
ACA
147
Aptus Capital Advisors
Alabama
$13K +$48 +1 +0.4%
LC
148
Lindbrook Capital
California
$12.9K
CFGS
149
Concourse Financial Group Securities
Alabama
$11.6K
PA
150
Parallel Advisors
California
$10.9K +$11.4K +235 New