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Fidelity MSCI Financials Index ETF

177 hedge funds and large institutions have $459M invested in Fidelity MSCI Financials Index ETF in 2023 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 47 increasing their positions, 70 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 18

8% more capital invested

Capital invested by funds: $426M → $459M (+$33.8M)

1.19% more ownership

Funds ownership: 32.43%33.63% (+1.2%)

1% more funds holding

Funds holding: 175177 (+2)

33% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 70

Holders
177
Holders Change
+2
Holders Change %
+1.14%
% of All Funds
2.78%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
22
Increased
47
Reduced
70
Closed
18
Calls
$4.98M
Puts
Net Calls
+$4.98M
Net Calls Change
+$4.33M
Name Holding Trade Value Shares
Change
Change in
Stake
CG
151
Cutler Group
California
$9K +$9.08K +200 New
AIP
152
Ameritas Investment Partners
Nebraska
$6.45K -$6.22K -137 -50%
BHWM
153
Beaird Harris Wealth Management
Texas
$5.68K +$45 +1 +0.8%
PMFA
154
Plante Moran Financial Advisors
Michigan
$5.65K +$5.45K +120 New
GWMIA
155
Global Wealth Management Investment Advisory
Florida
$4.71K +$4.54K +100 New
ANBT
156
American National Bank & Trust
Texas
$4.28K +$4.13K +91 New
BFPW
157
BOK Financial Private Wealth
Colorado
$4.1K
AWM
158
Avior Wealth Management
Nebraska
$3.65K
RWPA
159
Richard W. Paul & Associates
Michigan
$3.53K
BCMLT
160
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.01K
Carson Wealth (CWM LLC)
161
Carson Wealth (CWM LLC)
Nebraska
$3K
FMTCOCP
162
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$3K
CA
163
Crewe Advisors
Utah
$2.78K +$1.95K +43 +269%
SCA
164
Stonebridge Capital Advisors
Minnesota
$2.73K
APC
165
Aspire Private Capital
North Carolina
$2.38K +$45 +1 +2%
FBC
166
Fairfield, Bush & Co
Connecticut
$2.35K +$2.27K +50 New
FFA
167
Farther Finance Advisors
California
$2.07K -$590 -13 -23%
BLC
168
Brown, Lisle/Cummings
Rhode Island
$1.93K
PP
169
PFS Partners
New Jersey
$1.82K +$45 +1 +3%
TF
170
TimeScale Financial
Massachusetts
$1.7K
LFG
171
Larson Financial Group
Missouri
$1.6K -$19.3K -426 -93%
TAM
172
Tucker Asset Management
Colorado
$1.36K
CIA
173
Cape Investment Advisory
Georgia
$1.25K +$45 +1 +4%
GI
174
Gradient Investments
Minnesota
$1.08K
TCCM
175
Timber Creek Capital Management
Massachusetts
$698 +$636 +14 New