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Fidelity MSCI Financials Index ETF

198 hedge funds and large institutions have $634M invested in Fidelity MSCI Financials Index ETF in 2021 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 69 increasing their positions, 51 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

112% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 17

35% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 51

7% more funds holding

Funds holding: 185198 (+13)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4.18% less ownership

Funds ownership: 37.64%33.46% (-4.2%)

7% less capital invested

Capital invested by funds: $678M → $634M (-$44.4M)

Holders
198
Holders Change
+13
Holders Change %
+7.03%
% of All Funds
3.05%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
36
Increased
69
Reduced
51
Closed
17
Calls
$1K
Puts
Net Calls
+$1K
Net Calls Change
-$580K
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
1
Charles Schwab
California
$108M -$76.2M -1,350,668 -41%
Lido Advisors
2
Lido Advisors
California
$68.9M -$1.71M -30,229 -2%
FSC
3
Full Sail Capital
Oklahoma
$31.4M +$3.62M +64,049 +13%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$29.1M -$139K -2,467 -0.5%
BCM
5
Brookstone Capital Management
Illinois
$26.2M -$6.05M -107,261 -19%
KAS
6
Kestra Advisory Services
Texas
$23.4M +$2.02M +35,713 +9%
CWM
7
Congress Wealth Management
Massachusetts
$23.2M +$23.4M +415,138 New
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$21M -$17.2M -305,424 -45%
BCI
9
Brinker Capital Investments
Pennsylvania
$20.2M +$2.36M +41,731 +13%
Osaic Holdings
10
Osaic Holdings
Arizona
$14.4M +$2.3M +40,709 +19%
BFA
11
Beaumont Financial Advisors
Massachusetts
$12.9M +$2.71M +48,010 +26%
Wells Fargo
12
Wells Fargo
California
$10.8M -$1.36M -24,153 -11%
HighTower Advisors
13
HighTower Advisors
Illinois
$10.4M +$2.83M +50,063 +37%
Morgan Stanley
14
Morgan Stanley
New York
$9.54M -$635K -11,243 -6%
Ameriprise
15
Ameriprise
Minnesota
$9.31M +$385K +6,828 +4%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$9.12M -$272K -4,811 -3%
5L
17
55I LLC
Massachusetts
$7.88M +$169K +2,988 +2%
Stifel Financial
18
Stifel Financial
Missouri
$7.54M -$818K -14,483 -10%
FIM
19
Freedom Investment Management
Connecticut
$7.5M -$15.6M -276,920 -67%
CAL
20
Capital Analysts LLC
Pennsylvania
$7.34M +$1.19M +21,091 +19%
LPL Financial
21
LPL Financial
California
$7.17M +$1.52M +26,954 +27%
Bank of America
22
Bank of America
North Carolina
$6.89M +$3.11M +55,060 +81%
DWP
23
Destiny Wealth Partners
Florida
$6.65M +$182K +3,228 +3%
EFL
24
ERn Financial LLC
Wisconsin
$6.39M +$1.37M +24,319 +27%
AWM
25
AE Wealth Management
Kansas
$6.28M +$2.47M +43,728 +64%