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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
CFD
201
Creative Financial Designs
Indiana
$31.6K
ACA
202
Aptus Capital Advisors
Alabama
$30K +$69 +1 +0.2%
DRP
203
Decker Retirement Planning
Utah
$29.1K +$29.1K +423 New
CIAS
204
Capital Investment Advisory Services
North Carolina
$27.5K
EF
205
Empowered Funds
Pennsylvania
$24.4K +$24.4K +355 New
CFO
206
CVA Family Office
Colorado
$22.3K
TCM
207
Tradewinds Capital Management
Washington
$21.3K +$1.44K +21 +7%
EW
208
Element Wealth
Mississippi
$21.1K +$137 +2 +0.7%
OLVIG
209
Oliver Lagore Vanvalin Investment Group
Michigan
$19.8K -$1.31K -19 -6%
GCM
210
Gables Capital Management
Florida
$19.4K
PWA
211
Physician Wealth Advisors
Utah
$18.3K +$18.3K +267 New
CFGS
212
Concourse Financial Group Securities
Alabama
$18K
QCG
213
Quadrant Capital Group
Ohio
$16.9K
PC
214
Promus Capital
Illinois
$14.4K +$14.4K +210 New
CB
215
CNB Bank
Pennsylvania
$12K
CFFP
216
Center for Financial Planning
Michigan
$11.9K +$11.9K +173 New
BONH
217
Bank of New Hampshire
New Hampshire
$11.6K
T
218
Tidemark
California
$10.3K
MRP
219
Measured Risk Portfolios
California
$10.3K +$10.3K +150 New
PCA
220
PMV Capital Advisers
Texas
$9.62K +$9.62K +140 New
SIS
221
Sound Income Strategies
Florida
$9.48K +$8.59K +125 +962%
AF
222
Allworth Financial
California
$8.33K +$7.97K +116 New
MSG
223
Main Street Group
Virginia
$7.9K -$2.06K -30 -21%
LDB
224
Lee, Danner & Bass
Tennessee
$7.84K +$7.83K +114 New
MDA
225
Minot DeBlois Advisors
Massachusetts
$7.07K +$7.08K +103 New