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Fidelity MSCI Financials Index ETF

187 hedge funds and large institutions have $548M invested in Fidelity MSCI Financials Index ETF in 2024 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 67 increasing their positions, 55 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 55

0.18% less ownership

Funds ownership: 34.52%34.34% (-0.18%)

3% less capital invested

Capital invested by funds: $568M → $548M (-$19.8M)

5% less funds holding

Funds holding: 196187 (-9)

18% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 22

100% less funds holding in top 10

Funds holding in top 10: 40 (-4)

Holders
187
Holders Change
-9
Holders Change %
-4.59%
% of All Funds
2.7%
Holding in Top 10
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-100%
% of All Funds
New
18
Increased
67
Reduced
55
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
APC
176
Aspire Private Capital
North Carolina
$2.98K +$58 +1 +2%
SSB
177
Sandy Spring Bank
Maryland
$2.49K +$2.49K +43 New
BLC
178
Brown, Lisle/Cummings
Rhode Island
$2.38K
PP
179
PFS Partners
New Jersey
$2.28K
WWM
180
Wolff Wiese Magana
California
$2.26K +$2.26K +39 New
CPBTD
181
Central Pacific Bank - Trust Division
Hawaii
$1.68K
RIL
182
Rothschild Investment LLC
Illinois
$1.68K
FFA
183
Farther Finance Advisors
California
$1.62K -$58 -1 -3%
CIA
184
Cape Investment Advisory
Georgia
$1.57K
GI
185
Gradient Investments
Minnesota
$671 +$695 +12 New
FCMT
186
Founders Capital Management (Texas)
Texas
$384
SFC
187
Strategic Financial Concepts
Texas
$343 +$1.23M +21,314 New
LC
188
Lindbrook Capital
California
$185 +$58 +1 +50%
GLR
189
Great Lakes Retirement
Ohio
$35 +$58 +1 New
AA
190
Ancora Advisors
Ohio
$20
QAM
191
Q3 Asset Management
Michigan
-$16.1M -271,528 Closed
LNC
192
Lincoln National Corp
Pennsylvania
-$2.73M -45,958 Closed
FA
193
Faithward Advisors
Pennsylvania
-$883K -14,870 Closed
HIC
194
Hartline Investment Corp
Illinois
-$482K -8,118 Closed
HAS
195
HBW Advisory Services
California
-$349K -6,525 Closed
SAM
196
Secure Asset Management
Michigan
-$315K -5,304 Closed
FFS
197
Founders Financial Securities
Maryland
-$275K -4,630 Closed
AWM
198
Axxcess Wealth Management
California
-$260K -4,383 Closed
AWA
199
Arkadios Wealth Advisors
Georgia
-$212K -3,565 Closed
PWA
200
Primoris Wealth Advisors
Florida
-$204K -3,432 Closed