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Fidelity MSCI Financials Index ETF

176 hedge funds and large institutions have $648M invested in Fidelity MSCI Financials Index ETF in 2021 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 80 increasing their positions, 39 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more funds holding in top 10

Funds holding in top 10: 15 (+4)

105% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 39

60% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 15

60% more call options, than puts

Call options by funds: $452K | Put options by funds: $283K

9% more capital invested

Capital invested by funds: $595M → $648M (+$53.2M)

5% more funds holding

Funds holding: 168176 (+8)

4.18% less ownership

Funds ownership: 39.8%35.62% (-4.2%)

Holders
176
Holders Change
+8
Holders Change %
+4.76%
% of All Funds
3.06%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.09%
New
24
Increased
80
Reduced
39
Closed
15
Calls
$452K
Puts
$283K
Net Calls
+$169K
Net Calls Change
+$169K
Name Holding Trade Value Shares
Change
Change in
Stake
SMG
176
Spectrum Management Group
Indiana
$2K +$1.67K +32 New
HF
177
Halpern Financial
Virginia
$890
HWA
178
Heritage Wealth Advisors
Virginia
$17
Rockefeller Capital Management
179
Rockefeller Capital Management
New York
-$513K -10,500 Closed
CRWM
180
Castle Rock Wealth Management
California
-$508K -10,175 Closed
Prudential Financial
181
Prudential Financial
New Jersey
-$263K -5,377 Closed
Creative Planning
182
Creative Planning
Kansas
-$203K -4,139 Closed
SFS
183
Sowell Financial Services
Arkansas
-$200K -3,725 Closed
EVM
184
Eaton Vance Management
Massachusetts
-$122K -2,500 Closed
VBCG
185
Valley Brook Capital Group
Pennsylvania
-$73K -1,492 Closed
IAIM
186
International Assets Investment Management
Florida
-$30K -702 Closed
MWM
187
Mascoma Wealth Management
New Hampshire
-$24K -500 Closed
APWA
188
Atlas Private Wealth Advisors
New Jersey
-$19K -397 Closed
RFA
189
Reilly Financial Advisors
California
-$14K -290 Closed
CWA
190
Carolina Wealth Advisors
South Carolina
-$12K -252 Closed
VFA
191
Valeo Financial Advisors
Indiana
-$11K -225 Closed
MWP
192
Meridian Wealth Partners
Pennsylvania
-$6K -116 Closed
HR
193
Howe & Rusling
New York
-$2K -34 Closed
FCMT
194
Founders Capital Management (Texas)
Texas
+$314 +6 New