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Fidelity MSCI Financials Index ETF

196 hedge funds and large institutions have $568M invested in Fidelity MSCI Financials Index ETF in 2024 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 55 increasing their positions, 63 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

17% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 23

5% more capital invested

Capital invested by funds: $540M → $568M (+$27.8M)

2% more funds holding

Funds holding: 192196 (+4)

1.35% less ownership

Funds ownership: 35.87%34.52% (-1.4%)

13% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 63

Holders
196
Holders Change
+4
Holders Change %
+2.08%
% of All Funds
2.82%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
27
Increased
55
Reduced
63
Closed
23
Calls
$316K
Puts
Net Calls
+$316K
Net Calls Change
+$47K
Name Holding Trade Value Shares
Change
Change in
Stake
AAG
176
Armstrong Advisory Group
Massachusetts
$8.25K
BHWM
177
Beaird Harris Wealth Management
Texas
$7.27K
PMFA
178
Plante Moran Financial Advisors
Michigan
$7.13K
BFPW
179
BOK Financial Private Wealth
Colorado
$5.17K
CIBC Private Wealth Group
180
CIBC Private Wealth Group
Georgia
$4.9K +$4.62K +83 New
AWM
181
Avior Wealth Management
Nebraska
$4.6K
RWPA
182
Richard W. Paul & Associates
Michigan
$4.46K
PP
183
Pacifica Partners
Canada
$4.37K
APC
184
Aspire Private Capital
North Carolina
$3.05K
OSAM
185
O'Shaughnessy Asset Management
Connecticut
$2.97K +$2.78K +50 New
BLC
186
Brown, Lisle/Cummings
Rhode Island
$2.44K
PP
187
PFS Partners
New Jersey
$2.33K
RIL
188
Rothschild Investment LLC
Illinois
$1.72K
CPBTD
189
Central Pacific Bank - Trust Division
Hawaii
$1.71K +$1.61K +29 New
FFA
190
Farther Finance Advisors
California
$1.7K
CIA
191
Cape Investment Advisory
Georgia
$1.6K
FGAM
192
Financial Gravity Asset Management
Texas
$640 +$612 +11 New
FCMT
193
Founders Capital Management (Texas)
Texas
$392
S
194
Sachetta
Massachusetts
$269
BNP Paribas Financial Markets
195
BNP Paribas Financial Markets
France
$238 +$223 +4 New
LC
196
Lindbrook Capital
California
$119
AA
197
Ancora Advisors
Ohio
$20
WA
198
Win Advisors
Florida
-$3.03M -56,589 Closed
RCYC
199
Richard C. Young & Co
Rhode Island
-$2.39M -44,638 Closed
PWMG
200
Pinnacle Wealth Management Group
Michigan
-$1.79M -33,392 Closed