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Fidelity MSCI Financials Index ETF

201 hedge funds and large institutions have $628M invested in Fidelity MSCI Financials Index ETF in 2024 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 61 increasing their positions, 59 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 14

15% more capital invested

Capital invested by funds: $548M → $628M (+$79.5M)

7% more funds holding

Funds holding: 187201 (+14)

1.18% more ownership

Funds ownership: 34.34%35.52% (+1.2%)

3% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 59

84% less call options, than puts

Call options by funds: $32K | Put options by funds: $204K

Holders
201
Holders Change
+14
Holders Change %
+7.49%
% of All Funds
2.89%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
29
Increased
61
Reduced
59
Closed
14
Calls
$32K
Puts
$204K
Net Calls
-$172K
Net Calls Change
-$172K
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
176
CIBC Private Wealth Group
Georgia
$12.5K +$6.95K +113 +136%
CB
177
CNB Bank
Pennsylvania
$11.2K
BONH
178
Bank of New Hampshire
New Hampshire
$10.8K
T
179
Tidemark
California
$9.58K
MSG
180
Main Street Group
Virginia
$9.26K
PMFA
181
Plante Moran Financial Advisors
Michigan
$7.66K
SWM
182
Spire Wealth Management
Virginia
$6.39K -$18.4K -300 -75%
VWM
183
Venturi Wealth Management
Texas
$6.19K +$5.96K +97 New
BFPW
184
BOK Financial Private Wealth
Colorado
$5.56K
RWPA
185
Richard W. Paul & Associates
Michigan
$4.79K
CA
186
CoreCap Advisors
Michigan
$4.66K +$4.49K +73 New
TFA
187
Transamerica Financial Advisors
Florida
$4K -$45.5K -740 -94%
APC
188
Aspire Private Capital
North Carolina
$3.3K
AssetMark Inc
189
AssetMark Inc
California
$3.19K +$3.07K +50 New
SSB
190
Sandy Spring Bank
Maryland
$2.75K
BLC
191
Brown, Lisle/Cummings
Rhode Island
$2.62K
WWM
192
Wolff Wiese Magana
California
$2.49K
PP
193
PFS Partners
New Jersey
$2.46K -$61 -1 -3%
CPBTD
194
Central Pacific Bank - Trust Division
Hawaii
$1.85K
RIL
195
Rothschild Investment LLC
Illinois
$1.85K
CIA
196
Cape Investment Advisory
Georgia
$1.74K
PK
197
Pflug Koory
Nebraska
$1.6K +$1.54K +25 New
SIS
198
Sound Income Strategies
Florida
$830 -$5.41K -88 -87%
IAIM
199
International Assets Investment Management
Florida
$550 +$2.16M +35,120 New
FCMT
200
Founders Capital Management (Texas)
Texas
$425