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Fidelity MSCI Financials Index ETF

177 hedge funds and large institutions have $459M invested in Fidelity MSCI Financials Index ETF in 2023 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 47 increasing their positions, 70 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 18

8% more capital invested

Capital invested by funds: $426M → $459M (+$33.8M)

1.19% more ownership

Funds ownership: 32.43%33.63% (+1.2%)

1% more funds holding

Funds holding: 175177 (+2)

33% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 70

Holders
177
Holders Change
+2
Holders Change %
+1.14%
% of All Funds
2.78%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
22
Increased
47
Reduced
70
Closed
18
Calls
$4.98M
Puts
Net Calls
+$4.98M
Net Calls Change
+$4.33M
Name Holding Trade Value Shares
Change
Change in
Stake
FCMT
176
Founders Capital Management (Texas)
Texas
$307 +$45 +1 +17%
FGAM
177
Financial Gravity Asset Management
Texas
$269 +$2.13K +47 New
AA
178
Ancora Advisors
Ohio
$16
EFM
179
Eley Financial Management
Vermont
-$3.05M -67,636 Closed
RJA
180
Raymond James & Associates
Florida
-$1.08M -23,948 Closed
Goldman Sachs
181
Goldman Sachs
New York
-$731K -16,215 Closed
BCM
182
Brookstone Capital Management
Illinois
-$452K -9,744 Closed
DLCIG
183
D.L. Carlson Investment Group
New Hampshire
-$285K -6,324 Closed
BAM
184
Belpointe Asset Management
Nevada
-$153K -3,386 Closed
SHIM
185
Stone House Investment Management
Pennsylvania
-$100K -2,226 Closed
Bank of Montreal
186
Bank of Montreal
Ontario, Canada
-$38.8K -861 Closed
AWM
187
Accel Wealth Management
Iowa
-$31.2K -691 Closed
VWM
188
Venturi Wealth Management
Texas
-$22.1K -489 Closed
NECFA
189
New England Capital Financial Advisors
Connecticut
-$21.6K -478 Closed
GFWA
190
Grey Fox Wealth Advisors
Delaware
-$10.3K -228 Closed
EWA
191
EverSource Wealth Advisors
Alabama
-$7.22K -160 Closed
EI
192
Ellevest Inc
New York
-$6.95K -154 Closed
Jones Financial Companies
193
Jones Financial Companies
Missouri
-$6.9K -153 Closed
CWP
194
Concord Wealth Partners
Virginia
-$1.05K -23 Closed
HF
195
Halpern Financial
Virginia
-$767 -17 Closed
AAG
196
Armstrong Advisory Group
Massachusetts
-$677 -15 Closed