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Fidelity MSCI Financials Index ETF

185 hedge funds and large institutions have $465M invested in Fidelity MSCI Financials Index ETF in 2022 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 53 increasing their positions, 64 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.71% less ownership

Funds ownership: 33.09%32.38% (-0.71%)

6% less funds holding

Funds holding: 196185 (-11)

17% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 64

25% less capital invested

Capital invested by funds: $620M → $465M (-$155M)

35% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 26

Holders
185
Holders Change
-11
Holders Change %
-5.61%
% of All Funds
3.12%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
17
Increased
53
Reduced
64
Closed
26
Calls
$835K
Puts
Net Calls
+$835K
Net Calls Change
+$455K
Name Holding Trade Value Shares
Change
Change in
Stake
CFO
151
CVA Family Office
Colorado
$19K
William Blair & Company
152
William Blair & Company
Illinois
$18K -$440 -9 -2%
HNWAG
153
High Net Worth Advisory Group
Florida
$18K
HWM
154
HighMark Wealth Management
Minnesota
$16K
Carson Wealth (CWM LLC)
155
Carson Wealth (CWM LLC)
Nebraska
$15K -$2.44K -50 -13%
HIA
156
Harbor Investment Advisory
Maryland
$14K +$15.1K +309 New
BFEC
157
Benjamin F. Edwards & Company
Missouri
$13K
OLVIG
158
Oliver Lagore Vanvalin Investment Group
Michigan
$13K
EW
159
Element Wealth
Mississippi
$13K +$98 +2 +0.7%
QCG
160
Quadrant Capital Group
Ohio
$13K +$14.7K +300 New
Qube Research & Technologies (QRT)
161
Qube Research & Technologies (QRT)
United Kingdom
$12K -$39.1K -799 -74%
AIP
162
Ameritas Investment Partners
Nebraska
$12K
AssetMark Inc
163
AssetMark Inc
California
$12K
LC
164
Lindbrook Capital
California
$12K
TCM
165
Tradewinds Capital Management
Washington
$12K +$98 +2 +0.7%
PMFA
166
Plante Moran Financial Advisors
Michigan
$10K
DWP
167
Destiny Wealth Partners
Florida
$9K -$9.61M -196,529 -100%
EIP
168
Ellis Investment Partners
Pennsylvania
$8K
Citigroup
169
Citigroup
New York
$8K +$8.36K +171 New
CAL
170
Capital Analysts LLC
Pennsylvania
$6K -$6.4M -131,018 -100%
COCM
171
Charter Oak Capital Management
New Hampshire
$6K
BCMLT
172
Beacon Capital Management LLC (Tennessee)
Tennessee
$4K
GWMIA
173
Global Wealth Management Investment Advisory
Florida
$4K
BFPW
174
BOK Financial Private Wealth
Colorado
$4K +$4.25K +87 New
SCA
175
Stonebridge Capital Advisors
Minnesota
$3K -$20.3K -415 -88%