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Fidelity MSCI Financials Index ETF

246 hedge funds and large institutions have $1.06B invested in Fidelity MSCI Financials Index ETF in 2024 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 86 increasing their positions, 49 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

436% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 11

76% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 49

69% more capital invested

Capital invested by funds: $628M → $1.06B (+$432M)

22% more funds holding

Funds holding: 201246 (+45)

1.76% more ownership

Funds ownership: 35.52%37.27% (+1.8%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
246
Holders Change
+45
Holders Change %
+22.39%
% of All Funds
3.24%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
59
Increased
86
Reduced
49
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RF
151
Roxbury Financial
New Jersey
$232K +$218K +3,167 New
SEIA
152
Signature Estate & Investment Advisors
California
$231K +$231K +3,362 New
Citadel Advisors
153
Citadel Advisors
Florida
$229K -$96.4K -1,403 -30%
Franklin Resources
154
Franklin Resources
California
$227K
BW
155
BIP Wealth
Georgia
$225K +$225K +3,274 New
MFG
156
Monte Financial Group
Connecticut
$224K +$224K +3,255 New
EFS
157
Essex Financial Services
Connecticut
$222K +$222K +3,237 New
CL
158
Choreo LLC
Illinois
$222K +$222K +3,235 New
HAS
159
HBW Advisory Services
California
$219K -$16.7K -243 -7%
FFA
160
Farther Finance Advisors
California
$217K +$137 +2 +0.1%
VWA
161
Visionary Wealth Advisors
Illinois
$209K +$209K +3,036 New
DWM
162
Dakota Wealth Management
Florida
$206K +$206K +3,000 New
RRA
163
Round Rock Advisors
Connecticut
$206K +$206K +3,000 New
AWA
164
Amplius Wealth Advisors
Pennsylvania
$206K +$206K +2,998 New
AWA
165
Arkadios Wealth Advisors
Georgia
$203K +$203K +2,961 New
MHR
166
Matthew Hamilton Rosenberg
$201K
AWA
167
Arete Wealth Advisors
Illinois
$200K +$200K +2,917 New
SOAMC
168
Spirit of America Management Corp
New York
$190K +$14.6K +213 +8%
US Bancorp
169
US Bancorp
Minnesota
$180K +$180K +2,622 New
VNA
170
Valley National Advisers
Pennsylvania
$155K
William Blair & Company
171
William Blair & Company
Illinois
$147K +$85.9K +1,250 +141%
WBC
172
West Branch Capital
Massachusetts
$119K
SMA
173
Sage Mountain Advisors
Georgia
$116K
MCM
174
MAI Capital Management
Ohio
$111K +$111K +1,621 New
BWL
175
Bogart Wealth LLC
Virginia
$106K