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Fidelity MSCI Financials Index ETF

133 hedge funds and large institutions have $169M invested in Fidelity MSCI Financials Index ETF in 2020 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 34 increasing their positions, 47 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

5.97% less ownership

Funds ownership: 31.58%25.6% (-6%)

10% less funds holding

Funds holding: 147133 (-14)

28% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 47

33% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 30

51% less capital invested

Capital invested by funds: $342M → $169M (-$174M)

100% less funds holding in top 10

Funds holding in top 10: 30 (-3)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $2K

Holders
133
Holders Change
-14
Holders Change %
-9.52%
% of All Funds
2.93%
Holding in Top 10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
New
20
Increased
34
Reduced
47
Closed
30
Calls
Puts
$2K
Net Calls
-$2K
Net Calls Change
-$2K
Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
1
Lido Advisors
California
$22.1M +$2.06M +51,937 +7%
FI
2
FormulaFolio Investments
Michigan
$14.5M +$18.1M +456,913 +1,227%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$10.8M +$2.05M +51,781 +16%
Wells Fargo
4
Wells Fargo
California
$8.93M -$6.11M -154,094 -34%
FSC
5
Full Sail Capital
Oklahoma
$7.58M -$3.77M -95,225 -28%
VC
6
Vicus Capital
Pennsylvania
$6.8M -$137K -3,466 -1%
CPSAC
7
Chas P. Smith & Associates (CPS)
Florida
$6.4M +$458K +11,557 +6%
Stifel Financial
8
Stifel Financial
Missouri
$5.2M +$1.11M +28,075 +19%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$4.63M +$5.03M +126,935 +415%
FIM
10
Freedom Investment Management
Connecticut
$4.39M +$215K +5,433 +6%
BCI
11
Brinker Capital Investments
Pennsylvania
$4.31M -$2.29M -57,781 -28%
SW
12
SVB Wealth
Massachusetts
$4.28M -$2.06M -51,955 -26%
ST
13
Spinnaker Trust
Maine
$4.12M -$76.4K -1,928 -1%
Bank of America
14
Bank of America
North Carolina
$3.82M -$3.68M -92,830 -42%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$3.22M -$31.9M -803,788 -88%
Morgan Stanley
16
Morgan Stanley
New York
$2.97M -$2.88M -72,752 -42%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$2.85M +$672K +16,945 +21%
TRCT
18
Tower Research Capital (TRC)
New York
$2.81M +$3.78M +95,484 New
BFPW
19
BOK Financial Private Wealth
Colorado
$2.68M +$3.61M +91,123 New
PCS
20
Personal CFO Solutions
New Jersey
$2.39M -$524K -13,221 -14%
5L
21
55I LLC
Massachusetts
$2.39M -$733K -18,500 -20%
Mariner
22
Mariner
Kansas
$2.27M -$247K -6,225 -7%
Osaic Holdings
23
Osaic Holdings
Arizona
$2.26M +$3.04M +76,617 New
ACA
24
Atlas Capital Advisors
Wyoming
$2.23M +$548K +13,818 +22%
Jane Street
25
Jane Street
New York
$2.22M +$2.6M +65,618 +665%