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Fidelity MSCI Financials Index ETF

137 hedge funds and large institutions have $544M invested in Fidelity MSCI Financials Index ETF in 2018 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 67 increasing their positions, 24 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

550% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 4

179% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 24

58% more capital invested

Capital invested by funds: $344M → $544M (+$199M)

18% more funds holding

Funds holding: 116137 (+21)

5.85% more ownership

Funds ownership: 29.51%35.36% (+5.8%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
137
Holders Change
+21
Holders Change %
+18.1%
% of All Funds
3.14%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
26
Increased
67
Reduced
24
Closed
4
Calls
$864K
Puts
Net Calls
+$864K
Net Calls Change
+$861K
Name Holding Trade Value Shares
Change
Change in
Stake
CSIA
1
Charles Schwab Investment Advisory
California
$121M +$125M +2,986,375 New
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$47.4M +$19.5M +465,373 +63%
FI
3
FormulaFolio Investments
Michigan
$43.7M +$5.51M +131,355 +14%
BFA
4
Beaumont Financial Advisors
Massachusetts
$36.9M +$16.8M +399,576 +78%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$27.3M +$4.35M +103,557 +18%
CFIA
6
Cantor Fitzgerald Investment Advisors
New York
$23.8M +$384K +9,157 +2%
LTFS
7
Ladenburg Thalmann Financial Services
Florida
$19.4M +$667K +15,906 +3%
HighTower Advisors
8
HighTower Advisors
Illinois
$15.4M +$8.71M +207,652 +119%
Wells Fargo
9
Wells Fargo
California
$13.5M +$856K +20,406 +7%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$10.8M +$3.62M +86,372 +48%
BCI
11
Brinker Capital Investments
Pennsylvania
$9.97M -$3.9K -93 -0%
TPWA
12
TRUE Private Wealth Advisors
Oregon
$9.88M +$443K +10,561 +5%
Morgan Stanley
13
Morgan Stanley
New York
$9.85M +$2.39M +56,882 +30%
LI
14
LVZ Inc
Michigan
$9.19M +$9.55M +227,629 New
Bank of America
15
Bank of America
North Carolina
$9.16M +$308K +7,333 +3%
Lido Advisors
16
Lido Advisors
California
$7.68M +$2.39M +57,041 +43%
CPSAC
17
Chas P. Smith & Associates (CPS)
Florida
$7.43M -$137K -3,272 -2%
Ameriprise
18
Ameriprise
Minnesota
$7.19M -$853K -20,333 -10%
DCM
19
DeGreen Capital Management
Arizona
$6.96M +$162K +3,869 +2%
ST
20
Spinnaker Trust
Maine
$6.92M -$517K -12,330 -7%
RW
21
Rand Wealth
Maryland
$6.47M +$468K +11,156 +7%
ASN
22
Advisory Services Network
Georgia
$6.29M +$2.09M +49,713 +47%
SPC
23
Sigma Planning Corp
Michigan
$6M +$1.37M +32,746 +28%
NR
24
Newfound Research
Massachusetts
$5.79M +$3.44M +82,100 +134%
VC
25
Vicus Capital
Pennsylvania
$5.54M +$1.27M +30,242 +28%