We are live on ! Find out more
FNCL icon

Fidelity MSCI Financials Index ETF

196 hedge funds and large institutions have $620M invested in Fidelity MSCI Financials Index ETF in 2022 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 73 increasing their positions, 52 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

40% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 52

4% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 27

0.37% less ownership

Funds ownership: 33.46%33.09% (-0.37%)

2% less capital invested

Capital invested by funds: $634M → $620M (-$13.8M)

1% less funds holding

Funds holding: 198196 (-2)

Holders
196
Holders Change
-2
Holders Change %
-1.01%
% of All Funds
3.09%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
28
Increased
73
Reduced
52
Closed
27
Calls
$380K
Puts
Net Calls
+$380K
Net Calls Change
+$379K
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
1
Charles Schwab
California
$106M +$1.81M +32,585 +2%
Lido Advisors
2
Lido Advisors
California
$71.9M +$5.35M +96,516 +8%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$32.8M +$4.72M +85,167 +16%
FSC
4
Full Sail Capital
Oklahoma
$28M -$3.14M -56,664 -10%
CWM
5
Congress Wealth Management
Massachusetts
$20.9M -$1.57M -28,388 -7%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$20.5M +$21M +379,410 New
CW
7
Connectus Wealth
Ohio
$16.1M +$16M +288,214 New
KAS
8
Kestra Advisory Services
Texas
$16.1M -$6.73M -121,386 -29%
BCI
9
Brinker Capital Investments
Pennsylvania
$14M -$5.68M -102,338 -28%
VC
10
Vicus Capital
Pennsylvania
$14M +$13.1M +235,681 +1,036%
Wells Fargo
11
Wells Fargo
California
$11.4M +$972K +17,530 +9%
DWP
12
Destiny Wealth Partners
Florida
$10.7M +$4.31M +77,754 +65%
Ameriprise
13
Ameriprise
Minnesota
$10.6M +$1.63M +29,449 +18%
LPL Financial
14
LPL Financial
California
$10.4M +$3.56M +64,251 +50%
Morgan Stanley
15
Morgan Stanley
New York
$9.2M -$41.6K -750 -0.4%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$9.06M -$11.6M -208,646 -56%
Osaic Holdings
17
Osaic Holdings
Arizona
$8.89M -$5.52M -99,509 -39%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$8.79M -$36.7K -661 -0.4%
Bank of America
19
Bank of America
North Carolina
$8.69M +$2.07M +37,287 +30%
HighTower Advisors
20
HighTower Advisors
Illinois
$7.79M -$2.34M -42,177 -23%
5L
21
55I LLC
Massachusetts
$7.68M +$54.1K +976 +0.7%
Stifel Financial
22
Stifel Financial
Missouri
$7.36M +$63.7K +1,148 +0.9%
CAL
23
Capital Analysts LLC
Pennsylvania
$7.1M -$8.65K -156 -0.1%
BCM
24
Beaumont Capital Management
Massachusetts
$7.01M +$6.97M +125,623 +3,229%
PCS
25
Personal CFO Solutions
New Jersey
$6.02M +$6.16M +111,144 New