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Fidelity MSCI Financials Index ETF

196 hedge funds and large institutions have $568M invested in Fidelity MSCI Financials Index ETF in 2024 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 55 increasing their positions, 63 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

17% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 23

5% more capital invested

Capital invested by funds: $540M → $568M (+$27.8M)

2% more funds holding

Funds holding: 192196 (+4)

1.35% less ownership

Funds ownership: 35.87%34.52% (-1.4%)

13% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 63

Holders
196
Holders Change
+4
Holders Change %
+2.08%
% of All Funds
2.82%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
27
Increased
55
Reduced
63
Closed
23
Calls
$316K
Puts
Net Calls
+$316K
Net Calls Change
+$47K
Name Holding Trade Value Shares
Change
Change in
Stake
CT
151
Caldwell Trust
Florida
$35.6K
UCB
152
United Community Bank
South Carolina
$34.6K
First Manhattan
153
First Manhattan
New York
$32.7K
FWM
154
FSA Wealth Management
Massachusetts
$31.6K +$111 +2 +0.4%
William Blair & Company
155
William Blair & Company
Illinois
$31.1K
GEA
156
Glen Eagle Advisors
New Jersey
$30.3K
BBHC
157
Brown Brothers Harriman & Co
New York
$28.9K +$27.1K +487 New
CFD
158
Creative Financial Designs
Indiana
$27.3K
T
159
Tidemark
California
$26.1K -$6.4K -115 -21%
SWM
160
Spire Wealth Management
Virginia
$23.8K
ACA
161
Aptus Capital Advisors
Alabama
$23K +$5.96K +107 +38%
HWM
162
HighMark Wealth Management
Minnesota
$20.8K
CFO
163
CVA Family Office
Colorado
$19.3K -$5.57K -100 -24%
EW
164
Element Wealth
Mississippi
$18K +$56 +1 +0.3%
CA
165
CoreCap Advisors
Michigan
$17.3K +$16.3K +292 New
OLVIG
166
Oliver Lagore Vanvalin Investment Group
Michigan
$17.2K
TCM
167
Tradewinds Capital Management
Washington
$17K +$56 +1 +0.4%
IGWM
168
ICA Group Wealth Management
Colorado
$16.6K -$12K -215 -43%
CFGS
169
Concourse Financial Group Securities
Alabama
$14.8K
TRCT
170
Tower Research Capital (TRC)
New York
$14.8K +$13.9K +250 New
QCG
171
Quadrant Capital Group
Ohio
$14.6K
CB
172
CNB Bank
Pennsylvania
$10.4K
BONH
173
Bank of New Hampshire
New Hampshire
$10K +$9.41K +169 New
IPW
174
Impact Partnership Wealth
Georgia
$9.98K
MSG
175
Main Street Group
Virginia
$8.55K