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Fidelity MSCI Financials Index ETF

196 hedge funds and large institutions have $620M invested in Fidelity MSCI Financials Index ETF in 2022 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 73 increasing their positions, 52 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

40% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 52

4% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 27

0.37% less ownership

Funds ownership: 33.46%33.09% (-0.37%)

2% less capital invested

Capital invested by funds: $634M → $620M (-$13.8M)

1% less funds holding

Funds holding: 198196 (-2)

Holders
196
Holders Change
-2
Holders Change %
-1.01%
% of All Funds
3.09%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
28
Increased
73
Reduced
52
Closed
27
Calls
$380K
Puts
Net Calls
+$380K
Net Calls Change
+$379K
Name Holding Trade Value Shares
Change
Change in
Stake
GEA
151
Glen Eagle Advisors
New Jersey
$49.5K
SSB
152
Sandy Spring Bank
Maryland
$49K +$33.3K +601 +206%
FP
153
Financial Perspectives
Minnesota
$45.8K +$16.6K +300 +55%
CIAS
154
Capital Investment Advisory Services
North Carolina
$44K -$27.7K -499 -38%
AA
155
Addison Advisors
Vermont
$40K +$41.2K +743 New
MAM
156
Meeder Asset Management
Ohio
$39K
AWM
157
Accel Wealth Management
Iowa
$37K
CFD
158
Creative Financial Designs
Indiana
$37K
PNC Financial Services Group
159
PNC Financial Services Group
Pennsylvania
$36K
CT
160
Caldwell Trust
Florida
$32.5K
First Manhattan
161
First Manhattan
New York
$32K +$3K +54 +10%
UCB
162
United Community Bank
South Carolina
$31.5K
SCA
163
Stonebridge Capital Advisors
Minnesota
$26K +$4.33K +78 +20%
CTC
164
Central Trust Company
Missouri
$24K
CFO
165
CVA Family Office
Colorado
$23K
William Blair & Company
166
William Blair & Company
Illinois
$22K -$1.28K -23 -5%
HNWAG
167
High Net Worth Advisory Group
Florida
$22K +$22.2K +400 New
Carson Wealth (CWM LLC)
168
Carson Wealth (CWM LLC)
Nebraska
$21K +$2.44K +44 +13%
HWM
169
HighMark Wealth Management
Minnesota
$19K
BFEC
170
Benjamin F. Edwards & Company
Missouri
$16K -$1.33K -24 -8%
EW
171
Element Wealth
Mississippi
$16K +$55 +1 +0.3%
OLVIG
172
Oliver Lagore Vanvalin Investment Group
Michigan
$16K +$16K +289 New
T
173
TCWP
Ohio
$16K +$16.5K +297 New
LC
174
Lindbrook Capital
California
$15K
TCM
175
Tradewinds Capital Management
Washington
$15K +$55 +1 +0.4%