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Fidelity MSCI Financials Index ETF

147 hedge funds and large institutions have $342M invested in Fidelity MSCI Financials Index ETF in 2019 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 41 increasing their positions, 50 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

240% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 10

17% more funds holding

Funds holding: 126147 (+21)

12% more capital invested

Capital invested by funds: $306M → $342M (+$36.4M)

0.68% more ownership

Funds ownership: 30.9%31.58% (+0.68%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

18% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 50

Holders
147
Holders Change
+21
Holders Change %
+16.67%
% of All Funds
2.9%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
34
Increased
41
Reduced
50
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$40.6M +$693K +16,330 +2%
Lido Advisors
2
Lido Advisors
California
$31.2M +$2.4M +56,555 +9%
Wells Fargo
3
Wells Fargo
California
$20.3M +$513K +12,092 +3%
BFA
4
Beaumont Financial Advisors
Massachusetts
$17.7M -$4.19M -98,648 -20%
FSC
5
Full Sail Capital
Oklahoma
$15.1M +$679K +16,004 +5%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$14M +$208K +4,902 +2%
HighTower Advisors
7
HighTower Advisors
Illinois
$12.9M +$5.48M +129,075 +79%
VC
8
Vicus Capital
Pennsylvania
$10.4M -$191K -4,500 -2%
Bank of America
9
Bank of America
North Carolina
$9.9M -$95.2K -2,244 -1%
FAAS
10
First Allied Advisory Services
California
$9.43M +$416K +9,802 +5%
CPSAC
11
Chas P. Smith & Associates (CPS)
Florida
$9.17M +$172K +4,048 +2%
BCI
12
Brinker Capital Investments
Pennsylvania
$9.08M -$324K -7,631 -4%
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$9.07M +$1.01M +23,707 +13%
SW
14
SVB Wealth
Massachusetts
$8.79M -$268K -6,313 -3%
Morgan Stanley
15
Morgan Stanley
New York
$7.72M +$268K +6,322 +4%
Stifel Financial
16
Stifel Financial
Missouri
$6.61M -$15.2K -358 -0.2%
ST
17
Spinnaker Trust
Maine
$6.31M -$2.97K -70 -0%
SCP
18
Silverleafe Capital Partners
Tennessee
$5.34M -$19K -447 -0.4%
ASN
19
Advisory Services Network
Georgia
$4.66M -$911K -21,462 -17%
PCS
20
Personal CFO Solutions
New Jersey
$4.21M +$4.02M +94,692 New
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$4.13M -$1.09M -25,657 -22%
FIM
22
Freedom Investment Management
Connecticut
$4.12M +$788K +18,575 +25%
5L
23
55I LLC
Massachusetts
$4.03M +$1.76M +41,519 +84%
Mariner
24
Mariner
Kansas
$3.71M -$290K -6,826 -8%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$3.55M +$384K +9,058 +13%