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Fidelity MSCI Financials Index ETF

182 hedge funds and large institutions have $484M invested in Fidelity MSCI Financials Index ETF in 2022 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 65 increasing their positions, 58 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 58

2.52% more ownership

Funds ownership: 32.38%34.9% (+2.5%)

4% more capital invested

Capital invested by funds: $465M → $484M (+$18.9M)

7% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 15

2% less funds holding

Funds holding: 185182 (-3)

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
182
Holders Change
-3
Holders Change %
-1.62%
% of All Funds
3.14%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
14
Increased
65
Reduced
58
Closed
15
Calls
$715K
Puts
Net Calls
+$715K
Net Calls Change
-$120K
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
176
US Bancorp
Minnesota
$2K +$2.21K +47 New
BLC
177
Brown, Lisle/Cummings
Rhode Island
$1.77K +$1.93K +41 New
PP
178
PFS Partners
New Jersey
$1.68K +$1.83K +39 New
CA
179
Crewe Advisors
Utah
$1K
Simplex Trading
180
Simplex Trading
Illinois
$1K +$1.36K +29 New
Bank of Montreal
181
Bank of Montreal
Ontario, Canada
$50
RBFC
182
Roman Butler Fullerton & Co
Missouri
-$971K -21,568 Closed
LA
183
Lifeworks Advisors
Michigan
-$883K -19,775 Closed
AIP
184
Ahrens Investment Partners
Louisiana
-$63K -1,421 Closed
MAM
185
Meeder Asset Management
Ohio
-$32K -728 Closed
TCWM
186
Total Clarity Wealth Management
Illinois
-$20K -450 Closed
CAPTRUST Financial Advisors
187
CAPTRUST Financial Advisors
North Carolina
-$20K -449 Closed
DWP
188
Destiny Wealth Partners
Florida
-$9K -211 Closed
COCM
189
Charter Oak Capital Management
New Hampshire
-$6K -207 Closed
CAL
190
Capital Analysts LLC
Pennsylvania
-$6K -144 Closed
GWMIA
191
Global Wealth Management Investment Advisory
Florida
-$4K -100 Closed
PA
192
Parallel Advisors
California
-$2K -49 Closed
AIL
193
AGF Investments LLC
Ontario, Canada
-$2K -42 Closed
CTC
194
Central Trust Company
Missouri
-$1K -25 Closed
CWP
195
Concord Wealth Partners
Virginia
-$1K -23 Closed
GI
196
Gradient Investments
Minnesota
-$1K -18 Closed