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Fidelity MSCI Financials Index ETF

187 hedge funds and large institutions have $548M invested in Fidelity MSCI Financials Index ETF in 2024 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 67 increasing their positions, 55 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 55

0.18% less ownership

Funds ownership: 34.52%34.34% (-0.18%)

3% less capital invested

Capital invested by funds: $568M → $548M (-$19.8M)

5% less funds holding

Funds holding: 196187 (-9)

18% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 22

100% less funds holding in top 10

Funds holding in top 10: 40 (-4)

Holders
187
Holders Change
-9
Holders Change %
-4.59%
% of All Funds
2.7%
Holding in Top 10
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-100%
% of All Funds
New
18
Increased
67
Reduced
55
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HI
126
Harbour Investments
Wisconsin
$100K -$6.37K -110 -6%
WBC
127
West Branch Capital
Massachusetts
$100K
BWL
128
Bogart Wealth LLC
Virginia
$89.5K
GRP
129
Global Retirement Partners
California
$87.1K
SPIA
130
Steward Partners Investment Advisory
New York
$85.5K
OSAM
131
O'Shaughnessy Asset Management
Connecticut
$76.1K +$73.2K +1,264 +2,528%
EWM
132
EPG Wealth Management
Georgia
$73.9K -$73.6K -1,272 Closed
Jones Financial Companies
133
Jones Financial Companies
Missouri
$72.3K +$72.2K +1,247 New
SWM
134
Sanctuary Wealth Management
Idaho
$69.5K -$347 -6 -0.5%
PA
135
Parallel Advisors
California
$65.4K
TWC
136
TD Waterhouse Canada
Ontario, Canada
$58K
Carson Wealth (CWM LLC)
137
Carson Wealth (CWM LLC)
Nebraska
$58K +$20.6K +355 +55%
TFM
138
TFC Financial Management
Massachusetts
$57.9K +$57.9K +1,000 New
PFA
139
Pathway Financial Advisers
Indiana
$57.3K +$521 +9 +0.9%
William Blair & Company
140
William Blair & Company
Illinois
$51.5K +$21.1K +364 +69%
PNC Financial Services Group
141
PNC Financial Services Group
Pennsylvania
$47.7K -$1.39K -24 -3%
FP
142
Financial Perspectives
Minnesota
$46.2K +$116 +2 +0.3%
TFA
143
Transamerica Financial Advisors
Florida
$46K
QCG
144
Quadrant Capital Group
Ohio
$43.2K +$28.9K +500 +203%
AA
145
Addison Advisors
Vermont
$43K
GWM
146
Geneos Wealth Management
Colorado
$36.3K
FHA
147
First Horizon Advisors
Tennessee
$35.8K
CT
148
Caldwell Trust
Florida
$34.8K
UCB
149
United Community Bank
South Carolina
$33.7K
GEA
150
Glen Eagle Advisors
New Jersey
$29.5K