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Fidelity MSCI Financials Index ETF

177 hedge funds and large institutions have $461M invested in Fidelity MSCI Financials Index ETF in 2023 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 60 increasing their positions, 45 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

128,400% more call options, than puts

Call options by funds: $1.28M | Put options by funds: $1K

33% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 45

13% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 16

1.11% more ownership

Funds ownership: 33.63%34.74% (+1.1%)

0% more capital invested

Capital invested by funds: $459M → $461M (+$1.63M)

0% more funds holding

Funds holding: 177177 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
177
Holders Change
Holders Change %
0%
% of All Funds
2.81%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
18
Increased
60
Reduced
45
Closed
16
Calls
$1.28M
Puts
$1K
Net Calls
+$1.28M
Net Calls Change
-$3.69M
Name Holding Trade Value Shares
Change
Change in
Stake
GI
176
Gradient Investments
Minnesota
$1.07K
FCMT
177
Founders Capital Management (Texas)
Texas
$305
AA
178
Ancora Advisors
Ohio
$16
RA
179
RFG Advisory
Alabama
-$1.06M -22,507 Closed
C
180
CEDRUS
Colorado
-$536K -11,395 Closed
RCA
181
Reitz Capital Advisors
Michigan
-$335K -7,115 Closed
SAM
182
Secure Asset Management
Michigan
-$279K -5,924 Closed
NF
183
Nvest Financial
New Hampshire
-$232K -4,929 Closed
Koshinski Asset Management
184
Koshinski Asset Management
Illinois
-$223K -4,740 Closed
FIM
185
Freedom Investment Management
Connecticut
-$200K -4,257 Closed
CAM
186
Cresset Asset Management
Illinois
-$182K -3,869 Closed
SSB
187
Sandy Spring Bank
Maryland
-$29.1K -619 Closed
IGWM
188
ICA Group Wealth Management
Colorado
-$24.3K -517 Closed
CFO
189
CVA Family Office
Colorado
-$20K -425 Closed
DAM
190
Delta Asset Management
Tennessee
-$18.1K -385 Closed
FBC
191
Fairfield, Bush & Co
Connecticut
-$2.35K -50 Closed
FGAM
192
Financial Gravity Asset Management
Texas
-$269 -47 Closed
TAM
193
Tucker Asset Management
Colorado
-$1.36K -29 Closed
TCCM
194
Timber Creek Capital Management
Massachusetts
-$698 -14 Closed