We are live on ! Find out more
FNCL icon

Fidelity MSCI Financials Index ETF

116 hedge funds and large institutions have $344M invested in Fidelity MSCI Financials Index ETF in 2017 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 52 increasing their positions, 30 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

189% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 9

73% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 30

17% more funds holding

Funds holding: 99116 (+17)

14% more capital invested

Capital invested by funds: $303M → $344M (+$41.8M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2.54% less ownership

Funds ownership: 32.05%29.51% (-2.5%)

Holders
116
Holders Change
+17
Holders Change %
+17.17%
% of All Funds
2.63%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
26
Increased
52
Reduced
30
Closed
9
Calls
$3K
Puts
Net Calls
+$3K
Net Calls Change
+$3K
Name Holding Trade Value Shares
Change
Change in
Stake
FI
1
FormulaFolio Investments
Michigan
$38.8M +$6.49M +164,723 +21%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$29.9M -$6.95M -176,258 -19%
CFIA
3
Cantor Fitzgerald Investment Advisors
New York
$23.7M -$237K -6,004 -1%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$23.4M +$3.89M +98,635 +21%
BFA
5
Beaumont Financial Advisors
Massachusetts
$21M -$1.56M -39,455 -7%
LTFS
6
Ladenburg Thalmann Financial Services
Florida
$19M +$5.34M +135,477 +41%
Wells Fargo
7
Wells Fargo
California
$12.8M +$4.11M +104,203 +50%
BCI
8
Brinker Capital Investments
Pennsylvania
$10.1M -$130K -3,287 -1%
TPWA
9
TRUE Private Wealth Advisors
Oregon
$9.54M -$1.75M -44,283 -16%
Bank of America
10
Bank of America
North Carolina
$8.95M +$1.78M +45,074 +26%
Ameriprise
11
Ameriprise
Minnesota
$8.1M +$531K +13,467 +7%
Jane Street
12
Jane Street
New York
$7.89M +$6.03M +152,977 +377%
CPSAC
13
Chas P. Smith & Associates (CPS)
Florida
$7.63M -$215K -5,457 -3%
Morgan Stanley
14
Morgan Stanley
New York
$7.63M +$112K +2,846 +2%
ST
15
Spinnaker Trust
Maine
$7.49M -$46.1K -1,169 -0.6%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$7.33M +$283K +7,173 +4%
HighTower Advisors
17
HighTower Advisors
Illinois
$7.08M +$103K +2,620 +2%
DCM
18
DeGreen Capital Management
Arizona
$6.87M +$374K +9,491 +6%
RW
19
Rand Wealth
Maryland
$6.08M +$218K +5,534 +4%
BRCM
20
Bright Rock Capital Management
Massachusetts
$6.07M
Lido Advisors
21
Lido Advisors
California
$5.43M +$818K +20,749 +18%
SPC
22
Sigma Planning Corp
Michigan
$4.72M +$976K +24,771 +27%
LPL Financial
23
LPL Financial
California
$4.52M +$607K +15,408 +16%
VC
24
Vicus Capital
Pennsylvania
$4.36M +$153K +3,879 +4%
ASN
25
Advisory Services Network
Georgia
$4.33M -$65.6K -1,664 -2%