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Fidelity MSCI Financials Index ETF

198 hedge funds and large institutions have $634M invested in Fidelity MSCI Financials Index ETF in 2021 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 69 increasing their positions, 51 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

112% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 17

35% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 51

7% more funds holding

Funds holding: 185198 (+13)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4.18% less ownership

Funds ownership: 37.64%33.46% (-4.2%)

7% less capital invested

Capital invested by funds: $678M → $634M (-$44.4M)

Holders
198
Holders Change
+13
Holders Change %
+7.03%
% of All Funds
3.05%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
36
Increased
69
Reduced
51
Closed
17
Calls
$1K
Puts
Net Calls
+$1K
Net Calls Change
-$580K
Name Holding Trade Value Shares
Change
Change in
Stake
TRCT
176
Tower Research Capital (TRC)
New York
$19K -$2.2M -39,061 -99%
Carson Wealth (CWM LLC)
177
Carson Wealth (CWM LLC)
Nebraska
$19K +$19.1K +338 New
BFEC
178
Benjamin F. Edwards & Company
Missouri
$18K -$56 -1 -0.3%
US Bancorp
179
US Bancorp
Minnesota
$17K +$16.9K +300 New
EW
180
Element Wealth
Mississippi
$16K +$56 +1 +0.3%
SSB
181
Sandy Spring Bank
Maryland
$16K +$16.5K +292 New
TCM
182
Tradewinds Capital Management
Washington
$15K +$113 +2 +0.7%
AIP
183
Ameritas Investment Partners
Nebraska
$15K +$15.5K +274 New
LC
184
Lindbrook Capital
California
$15K +$15.6K +276 New
PMFA
185
Plante Moran Financial Advisors
Michigan
$13K
EIP
186
Ellis Investment Partners
Pennsylvania
$11K
S
187
SignatureFD
Georgia
$11K
BFC
188
Bedel Financial Consulting
Indiana
$8K
GWMIA
189
Global Wealth Management Investment Advisory
Florida
$6K -$30.5K -540 -84%
COCM
190
Charter Oak Capital Management
New Hampshire
$6K
AWM
191
Avior Wealth Management
Nebraska
$4K
BHWM
192
Beaird Harris Wealth Management
Texas
$4K +$3.84K +68 New
Simplex Trading
193
Simplex Trading
Illinois
$4K +$4.18K +74 New
CA
194
CoreCap Advisors
Michigan
$3K +$3.27K +58 New
AIL
195
AGF Investments LLC
Ontario, Canada
$2K
SMG
196
Spectrum Management Group
Indiana
$1K -$395 -7 -29%
CWP
197
Concord Wealth Partners
Virginia
$1K +$1.3K +23 New
HF
198
Halpern Financial
Virginia
$951
Citadel Advisors
199
Citadel Advisors
Florida
-$4.37M -81,373 Closed
AI
200
Atria Investments
North Carolina
-$1.83M -34,129 Closed