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Fidelity MSCI Financials Index ETF

201 hedge funds and large institutions have $628M invested in Fidelity MSCI Financials Index ETF in 2024 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 61 increasing their positions, 59 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 14

15% more capital invested

Capital invested by funds: $548M → $628M (+$79.5M)

7% more funds holding

Funds holding: 187201 (+14)

1.18% more ownership

Funds ownership: 34.34%35.52% (+1.2%)

3% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 59

84% less call options, than puts

Call options by funds: $32K | Put options by funds: $204K

Holders
201
Holders Change
+14
Holders Change %
+7.49%
% of All Funds
2.89%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
29
Increased
61
Reduced
59
Closed
14
Calls
$32K
Puts
$204K
Net Calls
-$172K
Net Calls Change
-$172K
Name Holding Trade Value Shares
Change
Change in
Stake
PFS
126
Prospera Financial Services
Texas
$218K +$210K +3,414 New
BCA
127
Bray Capital Advisors
Florida
$217K
JWCA
128
J.W. Cole Advisors
Florida
$205K +$198K +3,213 New
FFA
129
Farther Finance Advisors
California
$202K +$193K +3,133 +11,189%
MHR
130
Matthew Hamilton Rosenberg
$187K
SOAMC
131
Spirit of America Management Corp
New York
$163K -$12K -195 -7%
ANBT
132
American National Bank & Trust
Texas
$154K +$37.8K +614 +34%
VNA
133
Valley National Advisers
Pennsylvania
$144K
OSAM
134
O'Shaughnessy Asset Management
Connecticut
$116K +$26.9K +438 +33%
Qube Research & Technologies (QRT)
135
Qube Research & Technologies (QRT)
United Kingdom
$112K -$37.1K -603 -26%
WBC
136
West Branch Capital
Massachusetts
$110K
SMA
137
Sage Mountain Advisors
Georgia
$108K +$104K +1,686 New
HI
138
Harbour Investments
Wisconsin
$103K -$7.13K -116 -7%
BWL
139
Bogart Wealth LLC
Virginia
$98.6K
GRP
140
Global Retirement Partners
California
$97.1K +$1.04K +17 +1%
MG
141
Mather Group
Illinois
$96.9K -$396K -6,437 -81%
SPIA
142
Steward Partners Investment Advisory
New York
$94.3K
SWM
143
Sanctuary Wealth Management
Idaho
$76.6K
TRCT
144
Tower Research Capital (TRC)
New York
$74.9K -$736K -11,965 -91%
PA
145
Parallel Advisors
California
$72.1K
EWM
146
EPG Wealth Management
Georgia
$66.8K +$64.4K +1,047 New
TFM
147
TFC Financial Management
Massachusetts
$64.1K +$246 +4 +0.4%
TWC
148
TD Waterhouse Canada
Ontario, Canada
$63.4K
PFA
149
Pathway Financial Advisers
Indiana
$63.3K -$61 -1 -0.1%
Carson Wealth (CWM LLC)
150
Carson Wealth (CWM LLC)
Nebraska
$63K -$799 -13 -1%