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Fidelity MSCI Financials Index ETF

196 hedge funds and large institutions have $568M invested in Fidelity MSCI Financials Index ETF in 2024 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 55 increasing their positions, 63 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

17% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 23

5% more capital invested

Capital invested by funds: $540M → $568M (+$27.8M)

2% more funds holding

Funds holding: 192196 (+4)

1.35% less ownership

Funds ownership: 35.87%34.52% (-1.4%)

13% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 63

Holders
196
Holders Change
+4
Holders Change %
+2.08%
% of All Funds
2.82%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
27
Increased
55
Reduced
63
Closed
23
Calls
$316K
Puts
Net Calls
+$316K
Net Calls Change
+$47K
Name Holding Trade Value Shares
Change
Change in
Stake
VNA
126
Valley National Advisers
Pennsylvania
$134K
Qube Research & Technologies (QRT)
127
Qube Research & Technologies (QRT)
United Kingdom
$114K -$36.1K -649 -25%
HI
128
Harbour Investments
Wisconsin
$109K +$3.51K +63 +4%
WBC
129
West Branch Capital
Massachusetts
$103K
BWL
130
Bogart Wealth LLC
Virginia
$91.7K
GRP
131
Global Retirement Partners
California
$89.3K +$3.67K +66 +5%
SPIA
132
Steward Partners Investment Advisory
New York
$87.7K
MG
133
Mather Group
Illinois
$82.5K +$85.8K +1,541 New
EWM
134
EPG Wealth Management
Georgia
$75.6K +$223 +4 +0.3%
ANBT
135
American National Bank & Trust
Texas
$72.2K +$28.7K +515 +73%
SWM
136
Sanctuary Wealth Management
Idaho
$71.6K -$16.9K -304 -20%
PA
137
Parallel Advisors
California
$67K +$49.7K +892 +378%
SFC
138
SYM Financial Corp
Indiana
$65.3K -$185K -3,325 -75%
BC
139
Belmont Capital
California
$63.5K +$278 +5 +0.5%
TWC
140
TD Waterhouse Canada
Ontario, Canada
$58.6K
PFA
141
Pathway Financial Advisers
Indiana
$58.5K +$5.29K +95 +11%
PNC Financial Services Group
142
PNC Financial Services Group
Pennsylvania
$50.3K
FP
143
Financial Perspectives
Minnesota
$47.3K +$111 +2 +0.3%
TFA
144
Transamerica Financial Advisors
Florida
$47K +$6.96K +125 +19%
AA
145
Addison Advisors
Vermont
$44.1K
Carson Wealth (CWM LLC)
146
Carson Wealth (CWM LLC)
Nebraska
$38K +$557 +10 +2%
IA
147
IFP Advisors
Florida
$37.9K
GWM
148
Geneos Wealth Management
Colorado
$37.2K -$1.61K -29 -4%
CIAS
149
Capital Investment Advisory Services
North Carolina
$36.8K +$56 +1 +0.2%
FHA
150
First Horizon Advisors
Tennessee
$36.7K