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Fidelity MSCI Financials Index ETF

177 hedge funds and large institutions have $461M invested in Fidelity MSCI Financials Index ETF in 2023 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 60 increasing their positions, 45 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

128,400% more call options, than puts

Call options by funds: $1.28M | Put options by funds: $1K

33% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 45

13% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 16

1.11% more ownership

Funds ownership: 33.63%34.74% (+1.1%)

0% more capital invested

Capital invested by funds: $459M → $461M (+$1.63M)

0% more funds holding

Funds holding: 177177 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
177
Holders Change
Holders Change %
0%
% of All Funds
2.81%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
18
Increased
60
Reduced
45
Closed
16
Calls
$1.28M
Puts
$1K
Net Calls
+$1.28M
Net Calls Change
-$3.69M
Name Holding Trade Value Shares
Change
Change in
Stake
ANBT
151
American National Bank & Trust
Texas
$10.1K +$6.04K +125 +137%
TWM
152
Tradition Wealth Management
Minnesota
$9K
CB
153
CNB Bank
Pennsylvania
$8.15K +$8.46K +175 New
IPW
154
Impact Partnership Wealth
Georgia
$7.82K +$8.13K +168 New
BHWM
155
Beaird Harris Wealth Management
Texas
$5.65K
PMFA
156
Plante Moran Financial Advisors
Michigan
$5.59K
AIP
157
Ameritas Investment Partners
Nebraska
$5.45K -$967 -20 -15%
GWMIA
158
Global Wealth Management Investment Advisory
Florida
$4.66K
AF
159
Allworth Financial
California
$4.42K +$4.59K +95 New
BFPW
160
BOK Financial Private Wealth
Colorado
$4.05K
AWM
161
Avior Wealth Management
Nebraska
$3.6K
RWPA
162
Richard W. Paul & Associates
Michigan
$3.49K
BCMLT
163
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.01K
Simplex Trading
164
Simplex Trading
Illinois
$3K -$9.67K -200 -74%
Carson Wealth (CWM LLC)
165
Carson Wealth (CWM LLC)
Nebraska
$3K
FMTCOCP
166
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$3K
CA
167
Crewe Advisors
Utah
$2.75K
SCA
168
Stonebridge Capital Advisors
Minnesota
$2.7K
FCAS
169
First Command Advisory Services
Texas
$2.61K +$2.71K +56 New
APC
170
Aspire Private Capital
North Carolina
$2.37K -$48 -1 -2%
FFA
171
Farther Finance Advisors
California
$2.05K
BLC
172
Brown, Lisle/Cummings
Rhode Island
$1.91K
PP
173
PFS Partners
New Jersey
$1.81K
CIA
174
Cape Investment Advisory
Georgia
$1.25K
HGERS
175
Householder Group Estate & Retirement Specialist
Arizona
$1.12K +$1.16K +24 New