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Fidelity MSCI Financials Index ETF

187 hedge funds and large institutions have $548M invested in Fidelity MSCI Financials Index ETF in 2024 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 67 increasing their positions, 55 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 55

0.18% less ownership

Funds ownership: 34.52%34.34% (-0.18%)

3% less capital invested

Capital invested by funds: $568M → $548M (-$19.8M)

5% less funds holding

Funds holding: 196187 (-9)

18% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 22

100% less funds holding in top 10

Funds holding in top 10: 40 (-4)

Holders
187
Holders Change
-9
Holders Change %
-4.59%
% of All Funds
2.7%
Holding in Top 10
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-100%
% of All Funds
New
18
Increased
67
Reduced
55
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BBHC
151
Brown Brothers Harriman & Co
New York
$28.2K
CFD
152
Creative Financial Designs
Indiana
$26.7K
HWM
153
HighMark Wealth Management
Minnesota
$26.1K +$5.79K +100 +29%
CIAS
154
Capital Investment Advisory Services
North Carolina
$23.2K -$12.7K -220 -35%
SWM
155
Spire Wealth Management
Virginia
$23.2K
CFO
156
CVA Family Office
Colorado
$18.8K
EW
157
Element Wealth
Mississippi
$18.2K +$637 +11 +4%
TWP
158
Triad Wealth Partners
Kansas
$17.4K +$17.4K +300 New
OLVIG
159
Oliver Lagore Vanvalin Investment Group
Michigan
$16.7K
TCM
160
Tradewinds Capital Management
Washington
$16.7K +$58 +1 +0.3%
EWA
161
EverSource Wealth Advisors
Alabama
$16.2K +$15.2K +262 New
CFGS
162
Concourse Financial Group Securities
Alabama
$14.5K
CB
163
CNB Bank
Pennsylvania
$10.1K
BONH
164
Bank of New Hampshire
New Hampshire
$9.79K
IGWM
165
ICA Group Wealth Management
Colorado
$9.68K -$6.54K -113 -40%
T
166
Tidemark
California
$8.69K -$16.7K -289 -66%
MSG
167
Main Street Group
Virginia
$8.41K
HNB
168
Huntington National Bank
Ohio
$7.94K
BHWM
169
Beaird Harris Wealth Management
Texas
$7.12K +$58 +1 +0.8%
PMFA
170
Plante Moran Financial Advisors
Michigan
$6.95K
CTB
171
Country Trust Bank
Illinois
$6.66K +$6.66K +115 New
SIS
172
Sound Income Strategies
Florida
$5.85K +$5.85K +101 New
BFPW
173
BOK Financial Private Wealth
Colorado
$5.04K
CIBC Private Wealth Group
174
CIBC Private Wealth Group
Georgia
$4.86K
RWPA
175
Richard W. Paul & Associates
Michigan
$4.35K