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Fidelity MSCI Financials Index ETF

246 hedge funds and large institutions have $1.06B invested in Fidelity MSCI Financials Index ETF in 2024 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 86 increasing their positions, 49 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

436% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 11

76% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 49

69% more capital invested

Capital invested by funds: $628M → $1.06B (+$432M)

22% more funds holding

Funds holding: 201246 (+45)

1.76% more ownership

Funds ownership: 35.52%37.27% (+1.8%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
246
Holders Change
+45
Holders Change %
+22.39%
% of All Funds
3.24%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
59
Increased
86
Reduced
49
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HI
176
Harbour Investments
Wisconsin
$105K -$6.18K -90 -6%
MG
177
Mather Group
Illinois
$104K
SPIA
178
Steward Partners Investment Advisory
New York
$101K
HIA
179
Harbor Investment Advisory
Maryland
$97.7K +$97.8K +1,423 New
Qube Research & Technologies (QRT)
180
Qube Research & Technologies (QRT)
United Kingdom
$88K -$32.8K -477 -27%
PNC Financial Services Group
181
PNC Financial Services Group
Pennsylvania
$84K +$27.5K +400 +49%
PA
182
Parallel Advisors
California
$77.6K +$69 +1 +0.1%
SWM
183
Sanctuary Wealth Management
Idaho
$74.7K -$7.7K -112 -9%
PFA
184
Pathway Financial Advisers
Indiana
$73K +$4.88K +71 +7%
EWM
185
EPG Wealth Management
Georgia
$72.1K +$137 +2 +0.2%
TFM
186
TFC Financial Management
Massachusetts
$69K
TWC
187
TD Waterhouse Canada
Ontario, Canada
$68.7K
Carson Wealth (CWM LLC)
188
Carson Wealth (CWM LLC)
Nebraska
$66K -$1.99K -29 -3%
CIBC Private Wealth Group
189
CIBC Private Wealth Group
Georgia
$51.1K +$37.5K +545 +278%
AA
190
Addison Advisors
Vermont
$51K
GWM
191
Geneos Wealth Management
Colorado
$43K
FHA
192
First Horizon Advisors
Tennessee
$42.4K
AssetMark Inc
193
AssetMark Inc
California
$42.2K +$38.8K +564 +1,128%
CT
194
Caldwell Trust
Florida
$41.2K
UCB
195
United Community Bank
South Carolina
$40K
HWM
196
HighMark Wealth Management
Minnesota
$38.6K +$7.7K +112 +25%
FWM
197
FSA Wealth Management
Massachusetts
$37K +$137 +2 +0.4%
GEA
198
Glen Eagle Advisors
New Jersey
$35K
FP
199
Financial Perspectives
Minnesota
$34.2K +$69 +1 +0.2%
BBHC
200
Brown Brothers Harriman & Co
New York
$33.4K