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Fidelity MSCI Financials Index ETF

198 hedge funds and large institutions have $634M invested in Fidelity MSCI Financials Index ETF in 2021 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 69 increasing their positions, 51 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

112% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 17

35% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 51

7% more funds holding

Funds holding: 185198 (+13)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4.18% less ownership

Funds ownership: 37.64%33.46% (-4.2%)

7% less capital invested

Capital invested by funds: $678M → $634M (-$44.4M)

Holders
198
Holders Change
+13
Holders Change %
+7.03%
% of All Funds
3.05%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
36
Increased
69
Reduced
51
Closed
17
Calls
$1K
Puts
Net Calls
+$1K
Net Calls Change
-$580K
Name Holding Trade Value Shares
Change
Change in
Stake
RFWA
151
RPg Family Wealth Advisory
Massachusetts
$53.6K
GEA
152
Glen Eagle Advisors
New Jersey
$51.2K
TFS
153
TrustCore Financial Services
Tennessee
$48K -$6.77K -120 -12%
AP
154
Advisors Preferred
Maryland
$48K +$48.4K +858 New
MAM
155
Meeder Asset Management
Ohio
$41K
NFG
156
Next Financial Group
Texas
$41K +$5.93K +105 +17%
FMTCOCP
157
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$40K
AWM
158
Accel Wealth Management
Iowa
$39K
CFD
159
Creative Financial Designs
Indiana
$38K
PNC Financial Services Group
160
PNC Financial Services Group
Pennsylvania
$38K
MWM
161
Mascoma Wealth Management
New Hampshire
$34K
Rockefeller Capital Management
162
Rockefeller Capital Management
New York
$34K +$11.3K +201 +49%
CT
163
Caldwell Trust
Florida
$33.6K
UCB
164
United Community Bank
South Carolina
$32.5K +$32.9K +582 New
FP
165
Financial Perspectives
Minnesota
$30.5K +$4.35K +77 +16%
First Manhattan
166
First Manhattan
New York
$30K
CTC
167
Central Trust Company
Missouri
$25K
CFO
168
CVA Family Office
Colorado
$24K
William Blair & Company
169
William Blair & Company
Illinois
$24K +$13.5K +239 +123%
DAM
170
Delta Asset Management
Tennessee
$23K
SIC
171
SJS Investment Consulting
Ohio
$23K +$22.9K +405 New
CG
172
Cutler Group
California
$22K -$28.2K -500 -56%
CFA
173
Carroll Financial Associates
North Carolina
$22K
SCA
174
Stonebridge Capital Advisors
Minnesota
$22K
HWM
175
HighMark Wealth Management
Minnesota
$20K