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Fidelity MSCI Financials Index ETF

246 hedge funds and large institutions have $1.06B invested in Fidelity MSCI Financials Index ETF in 2024 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 86 increasing their positions, 49 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

436% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 11

76% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 49

69% more capital invested

Capital invested by funds: $628M → $1.06B (+$432M)

22% more funds holding

Funds holding: 201246 (+45)

1.76% more ownership

Funds ownership: 35.52%37.27% (+1.8%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
246
Holders Change
+45
Holders Change %
+22.39%
% of All Funds
3.24%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
59
Increased
86
Reduced
49
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
P
126
&Partners
Tennessee
$282K +$7.35K +107 +3%
CAM
127
Cresset Asset Management
Illinois
$281K -$40.3K -587 -13%
PIA
128
Panoramic Investment Advisors
Colorado
$280K
WN
129
Williams & Novak
California
$279K
GRP
130
Global Retirement Partners
California
$275K +$171K +2,483 +163%
CPSAC
131
Chas P. Smith & Associates (CPS)
Florida
$274K
SAM
132
Secure Asset Management
Michigan
$273K -$47.9K -697 -15%
Comerica Bank
133
Comerica Bank
Texas
$272K +$7.35K +107 +3%
PS
134
Principal Securities
Iowa
$271K +$12.5K +182 +5%
FFS
135
Founders Financial Securities
Maryland
$271K -$23.2K -337 -8%
KIA
136
KCM Investment Advisors
California
$265K -$1.51K -22 -0.6%
SWA
137
Stratos Wealth Advisors
Ohio
$259K -$4.4K -64 -2%
SW
138
SVB Wealth
Massachusetts
$258K +$259K +3,762 New
RA
139
RFG Advisory
Alabama
$256K +$256K +3,731 New
JWCA
140
J.W. Cole Advisors
Florida
$255K +$34.2K +497 +15%
AIS
141
AM Investment Strategies
Tennessee
$244K +$550 +8 +0.2%
MML Investors Services
142
MML Investors Services
Massachusetts
$241K -$29K -422 -11%
OSAM
143
O'Shaughnessy Asset Management
Connecticut
$239K +$119K +1,733 +99%
WPP
144
Whalerock Point Partners
Rhode Island
$239K
AWM
145
Axxcess Wealth Management
California
$237K +$237K +3,456 New
PFS
146
Prospera Financial Services
Texas
$235K +$687 +10 +0.3%
AB
147
Atlas Brown
Kentucky
$235K +$235K +3,422 New
BCA
148
Bray Capital Advisors
Florida
$234K
CAMG
149
CWA Asset Management Group
Florida
$234K +$234K +3,405 New
AAS
150
Avantax Advisory Services
Texas
$233K +$233K +3,387 New