We are live on ! Find out more
FNCL icon

Fidelity MSCI Financials Index ETF

196 hedge funds and large institutions have $620M invested in Fidelity MSCI Financials Index ETF in 2022 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 73 increasing their positions, 52 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

40% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 52

4% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 27

0.37% less ownership

Funds ownership: 33.46%33.09% (-0.37%)

2% less capital invested

Capital invested by funds: $634M → $620M (-$13.8M)

1% less funds holding

Funds holding: 198196 (-2)

Holders
196
Holders Change
-2
Holders Change %
-1.01%
% of All Funds
3.09%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
28
Increased
73
Reduced
52
Closed
27
Calls
$380K
Puts
Net Calls
+$380K
Net Calls Change
+$379K
Name Holding Trade Value Shares
Change
Change in
Stake
AIP
176
Ameritas Investment Partners
Nebraska
$14K
AssetMark Inc
177
AssetMark Inc
California
$14K +$14.8K +266 New
PMFA
178
Plante Moran Financial Advisors
Michigan
$12K -$998 -18 -8%
SIC
179
SJS Investment Consulting
Ohio
$11K -$11.4K -205 -51%
EIP
180
Ellis Investment Partners
Pennsylvania
$10K
S
181
SignatureFD
Georgia
$10K
BFC
182
Bedel Financial Consulting
Indiana
$7K
COCM
183
Charter Oak Capital Management
New Hampshire
$6K
1IA
184
1834 Investment Advisors
Wisconsin
$6K +$6.21K +112 New
GWMIA
185
Global Wealth Management Investment Advisory
Florida
$5K
AWM
186
Avior Wealth Management
Nebraska
$4K
BHWM
187
Beaird Harris Wealth Management
Texas
$4K
BCMLT
188
Beacon Capital Management LLC (Tennessee)
Tennessee
$4K +$4.1K +74 New
FMTCOCP
189
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$3K -$36K -650 -92%
PB
190
Pinnacle Bancorp
Nebraska
$3K +$3K +54 New
AIL
191
AGF Investments LLC
Ontario, Canada
$2K
BWM
192
BerganKDV Wealth Management
Minnesota
$2K +$2.16K +39 New
CWP
193
Concord Wealth Partners
Virginia
$1K
CA
194
Crewe Advisors
Utah
$1K +$887 +16 New
BFA
195
Beaumont Financial Advisors
Massachusetts
-$12.9M -230,922 Closed
SHIM
196
Stone House Investment Management
Pennsylvania
-$4.42M -78,969 Closed
SSWM
197
Sheets Smith Wealth Management
North Carolina
-$2.46M -43,995 Closed
OMC
198
Old Mission Capital
Illinois
-$1.15M -20,468 Closed
Barclays
199
Barclays
United Kingdom
-$1.08M -19,300 Closed
PA
200
PFG Advisors
Arizona
-$1.06M -18,972 Closed