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Fidelity MSCI Financials Index ETF

182 hedge funds and large institutions have $484M invested in Fidelity MSCI Financials Index ETF in 2022 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 65 increasing their positions, 58 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 58

2.52% more ownership

Funds ownership: 32.38%34.9% (+2.5%)

4% more capital invested

Capital invested by funds: $465M → $484M (+$18.9M)

7% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 15

2% less funds holding

Funds holding: 185182 (-3)

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
182
Holders Change
-3
Holders Change %
-1.62%
% of All Funds
3.14%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
14
Increased
65
Reduced
58
Closed
15
Calls
$715K
Puts
Net Calls
+$715K
Net Calls Change
-$120K
Name Holding Trade Value Shares
Change
Change in
Stake
TFS
151
TrustCore Financial Services
Tennessee
$18K
HNWAG
152
High Net Worth Advisory Group
Florida
$17K
AssetMark Inc
153
AssetMark Inc
California
$16K +$4.47K +95 +36%
WAM
154
WFA Asset Management
Wisconsin
$15.9K +$17.4K +369 New
HWM
155
HighMark Wealth Management
Minnesota
$15K
HIA
156
Harbor Investment Advisory
Maryland
$13K
QCG
157
Quadrant Capital Group
Ohio
$13K
EW
158
Element Wealth
Mississippi
$13K +$141 +3 +1%
LC
159
Lindbrook Capital
California
$12K
OLVIG
160
Oliver Lagore Vanvalin Investment Group
Michigan
$12K
TCM
161
Tradewinds Capital Management
Washington
$12K +$47 +1 +0.4%
AIP
162
Ameritas Investment Partners
Nebraska
$11K
Carson Wealth (CWM LLC)
163
Carson Wealth (CWM LLC)
Nebraska
$10K -$4.61K -98 -30%
PMFA
164
Plante Moran Financial Advisors
Michigan
$9K
TWM
165
Tradition Wealth Management
Minnesota
$9K +$9.4K +200 New
William Blair & Company
166
William Blair & Company
Illinois
$8K -$9.73K -207 -52%
EIP
167
Ellis Investment Partners
Pennsylvania
$8K
BFEC
168
Benjamin F. Edwards & Company
Missouri
$7K -$5.92K -126 -43%
BFPW
169
BOK Financial Private Wealth
Colorado
$4K
CG
170
Cutler Group
California
$4K +$4.7K +100 New
AWM
171
Avior Wealth Management
Nebraska
$3K
BCMLT
172
Beacon Capital Management LLC (Tennessee)
Tennessee
$3K
FMTCOCP
173
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$3K
BHWM
174
Beaird Harris Wealth Management
Texas
$3K +$3.25K +69 New
SCA
175
Stonebridge Capital Advisors
Minnesota
$2K