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Fidelity MSCI Financials Index ETF

196 hedge funds and large institutions have $620M invested in Fidelity MSCI Financials Index ETF in 2022 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 73 increasing their positions, 52 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

40% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 52

4% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 27

0.37% less ownership

Funds ownership: 33.46%33.09% (-0.37%)

2% less capital invested

Capital invested by funds: $634M → $620M (-$13.8M)

1% less funds holding

Funds holding: 198196 (-2)

Holders
196
Holders Change
-2
Holders Change %
-1.01%
% of All Funds
3.09%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
28
Increased
73
Reduced
52
Closed
27
Calls
$380K
Puts
Net Calls
+$380K
Net Calls Change
+$379K
Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
201
Mariner
Kansas
-$580K -10,367 Closed
AAS
202
Avantax Advisory Services
Texas
-$412K -7,364 Closed
Renaissance Technologies
203
Renaissance Technologies
New York
-$397K -7,100 Closed
BRWA
204
B. Riley Wealth Advisors
Florida
-$355K -6,344 Closed
SCP
205
Silverleafe Capital Partners
Tennessee
-$339K -6,069 Closed
FA
206
Fortis Advisors
Pennsylvania
-$335K -5,997 Closed
SB
207
Strategic Blueprint
Georgia
-$306K -5,464 Closed
AIS
208
AM Investment Strategies
Tennessee
-$221K -3,947 Closed
RCAG
209
Rehmann Capital Advisory Group
Michigan
-$215K -3,840 Closed
AWA
210
Arkadios Wealth Advisors
Georgia
-$203K -3,623 Closed
EVM
211
Eaton Vance Management
Massachusetts
-$140K -2,500 Closed
ACM
212
Absolute Capital Management
Pennsylvania
-$133K -2,378 Closed
IAG
213
Investmark Advisory Group
Connecticut
-$110K -1,980 Closed
CFGS
214
Concourse Financial Group Securities
Alabama
-$58.7K -1,058 Closed
AP
215
Advisors Preferred
Maryland
-$48K -858 Closed
DAM
216
Delta Asset Management
Tennessee
-$23K -411 Closed
TRCT
217
Tower Research Capital (TRC)
New York
-$19K -332 Closed
US Bancorp
218
US Bancorp
Minnesota
-$17K -300 Closed
Simplex Trading
219
Simplex Trading
Illinois
-$4K -74 Closed
CA
220
CoreCap Advisors
Michigan
-$3K -58 Closed
SMG
221
Spectrum Management Group
Indiana
-$1K -17 Closed
CAPTRUST Financial Advisors
222
CAPTRUST Financial Advisors
North Carolina
+$499 +9 New