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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
BIP
201
Bouvel Investment Partners
Pennsylvania
-$1.31M -24,402 Closed
USCWA
202
U.S. Capital Wealth Advisors
Texas
-$726K -13,551 Closed
JWCA
203
J.W. Cole Advisors
Florida
-$294K -5,491 Closed
RJA
204
Raymond James & Associates
Florida
-$289K -5,391 Closed
GCIM
205
Gunn & Company Investment Management
Florida
-$237K -4,426 Closed
TRIA
206
Trail Ridge Investment Advisors
Colorado
-$202K -3,781 Closed
MSWM
207
McGlone Suttner Wealth Management
Wisconsin
-$102K -1,900 Closed
AP
208
Advisors Preferred
Maryland
-$21.7K -405 Closed
LFG
209
Larson Financial Group
Missouri
-$12.6K -235 Closed
TWM
210
Tradition Wealth Management
Minnesota
-$11K -200 Closed
AWM
211
Able Wealth Management
New Jersey
-$9.7K -181 Closed
FBC
212
Fairfield, Bush & Co
Connecticut
-$8.03K -150 Closed
SHIM
213
Stone House Investment Management
Pennsylvania
-$8K -149 Closed
AIP
214
Ameritas Investment Partners
Nebraska
-$6.26K -117 Closed
GWMIA
215
Global Wealth Management Investment Advisory
Florida
-$5.36K -100 Closed
FMTCOCP
216
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
-$3K -60 Closed
FCAS
217
First Command Advisory Services
Texas
-$3.05K -57 Closed
IRAG
218
Investment Research & Advisory Group
Georgia
-$1.98K -37 Closed
TFG
219
Team Financial Group
California
-$1.28K -24 Closed
GI
220
Gradient Investments
Minnesota
-$1.23K -23 Closed