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Fidelity MSCI Financials Index ETF

185 hedge funds and large institutions have $465M invested in Fidelity MSCI Financials Index ETF in 2022 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 53 increasing their positions, 64 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.71% less ownership

Funds ownership: 33.09%32.38% (-0.71%)

6% less funds holding

Funds holding: 196185 (-11)

17% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 64

25% less capital invested

Capital invested by funds: $620M → $465M (-$155M)

35% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 26

Holders
185
Holders Change
-11
Holders Change %
-5.61%
% of All Funds
3.12%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
17
Increased
53
Reduced
64
Closed
26
Calls
$835K
Puts
Net Calls
+$835K
Net Calls Change
+$455K
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
176
Avior Wealth Management
Nebraska
$3K
FMTCOCP
177
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$3K
AIL
178
AGF Investments LLC
Ontario, Canada
$2K
PA
179
Parallel Advisors
California
$2K +$2.4K +49 New
CTC
180
Central Trust Company
Missouri
$1K -$20.3K -415 -94%
CWP
181
Concord Wealth Partners
Virginia
$1K
CA
182
Crewe Advisors
Utah
$1K
GI
183
Gradient Investments
Minnesota
$1K +$880 +18 New
Bank of Montreal
184
Bank of Montreal
Ontario, Canada
$49
BCM
185
Beaumont Capital Management
Massachusetts
-$7.01M -129,514 Closed
EFL
186
ERn Financial LLC
Wisconsin
-$3.71M -68,465 Closed
NF
187
Nvest Financial
New Hampshire
-$2.34M -43,252 Closed
CW
188
CreativeOne Wealth
Kansas
-$659K -12,163 Closed
BPA
189
Beacon Pointe Advisors
California
-$570K -10,533 Closed
USCWA
190
U.S. Capital Wealth Advisors
Texas
-$540K -9,978 Closed
WFA
191
WMG Financial Advisors
Tennessee
-$448K -8,318 Closed
CAG
192
Csenge Advisory Group
Florida
-$361K -6,673 Closed
RCWM
193
Royal Capital Wealth Management
Indiana
-$290K -5,349 Closed
UCFA
194
United Capital Financial Advisors
Texas
-$253K -4,671 Closed
AB
195
Atlas Brown
Kentucky
-$242K -4,461 Closed
KIA
196
KCM Investment Advisors
California
-$228K -4,214 Closed
MFG
197
Monte Financial Group
Connecticut
-$224K -4,136 Closed
ACM
198
Advisors Capital Management
New Jersey
-$217K -4,002 Closed
AIP
199
Almanack Investment Partners
Pennsylvania
-$212K -3,917 Closed
CG
200
Cutler Group
California
-$58.6K -1,200 Closed