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Fidelity MSCI Financials Index ETF

99 hedge funds and large institutions have $303M invested in Fidelity MSCI Financials Index ETF in 2017 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 44 increasing their positions, 34 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 7

29% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 34

20% more capital invested

Capital invested by funds: $251M → $303M (+$51.2M)

4% more funds holding

Funds holding: 9599 (+4)

1.43% more ownership

Funds ownership: 30.61%32.05% (+1.4%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
99
Holders Change
+4
Holders Change %
+4.21%
% of All Funds
2.47%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
12
Increased
44
Reduced
34
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$34.5M -$9M -245,438 -21%
FI
2
FormulaFolio Investments
Michigan
$29.9M +$28.8M +786,634 New
CFIA
3
Cantor Fitzgerald Investment Advisors
New York
$22.3M +$10.6K +290 +0%
BFA
4
Beaumont Financial Advisors
Massachusetts
$21M +$419K +11,417 +2%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$18M -$261K -7,132 -1%
LTFS
6
Ladenburg Thalmann Financial Services
Florida
$12.5M -$11.8K -321 -0.1%
TPWA
7
TRUE Private Wealth Advisors
Oregon
$10.6M -$259K -7,061 -2%
BCI
8
Brinker Capital Investments
Pennsylvania
$9.5M +$1.22M +33,171 +15%
Wells Fargo
9
Wells Fargo
California
$7.95M +$3.91M +106,756 +104%
CPSAC
10
Chas P. Smith & Associates (CPS)
Florida
$7.32M -$123K -3,348 -2%
Ameriprise
11
Ameriprise
Minnesota
$7.04M +$809K +22,065 +14%
ST
12
Spinnaker Trust
Maine
$7.02M +$206K +5,629 +3%
Morgan Stanley
13
Morgan Stanley
New York
$7M +$731K +19,947 +12%
Bank of America
14
Bank of America
North Carolina
$6.63M +$1.64M +44,718 +34%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$6.56M +$2.47M +67,312 +64%
HighTower Advisors
16
HighTower Advisors
Illinois
$6.55M +$3.91M +106,591 +164%
DCM
17
DeGreen Capital Management
Arizona
$6.04M +$153K +4,164 +3%
BRCM
18
Bright Rock Capital Management
Massachusetts
$5.66M
RW
19
Rand Wealth
Maryland
$5.45M -$21.5K -586 -0.4%
Lido Advisors
20
Lido Advisors
California
$4.39M +$1.28M +34,844 +45%
ASN
21
Advisory Services Network
Georgia
$4.09M -$1.07M -29,181 -21%
VC
22
Vicus Capital
Pennsylvania
$3.91M +$170K +4,644 +5%
LPL Financial
23
LPL Financial
California
$3.63M -$120K -3,280 -3%
SPC
24
Sigma Planning Corp
Michigan
$3.46M +$316K +8,610 +10%
Mariner
25
Mariner
Kansas
$3.35M +$58.2K +1,587 +2%