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Fidelity MSCI Financials Index ETF

185 hedge funds and large institutions have $465M invested in Fidelity MSCI Financials Index ETF in 2022 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 53 increasing their positions, 64 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.71% less ownership

Funds ownership: 33.09%32.38% (-0.71%)

6% less funds holding

Funds holding: 196185 (-11)

17% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 64

25% less capital invested

Capital invested by funds: $620M → $465M (-$155M)

35% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 26

Holders
185
Holders Change
-11
Holders Change %
-5.61%
% of All Funds
3.12%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
17
Increased
53
Reduced
64
Closed
26
Calls
$835K
Puts
Net Calls
+$835K
Net Calls Change
+$455K
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
1
Charles Schwab
California
$91.9M +$4.99M +102,022 +5%
Lido Advisors
2
Lido Advisors
California
$62.2M +$3.25M +66,580 +5%
FSC
3
Full Sail Capital
Oklahoma
$22.4M -$769K -15,728 -3%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$20.8M -$6.8M -139,141 -23%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$17.6M +$772K +15,791 +4%
CWM
6
Congress Wealth Management
Massachusetts
$17.1M -$222K -4,548 -1%
BCI
7
Brinker Capital Investments
Pennsylvania
$12M +$512K +10,476 +4%
LPL Financial
8
LPL Financial
California
$11.7M +$3.45M +70,534 +37%
Wells Fargo
9
Wells Fargo
California
$9.56M +$141K +2,880 +1%
Ameriprise
10
Ameriprise
Minnesota
$9.11M +$569K +11,649 +6%
Morgan Stanley
11
Morgan Stanley
New York
$8.63M +$1.15M +23,542 +14%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$7.84M +$3.65M +74,693 +74%
BCM
13
Brookstone Capital Management
Illinois
$7.14M +$6.13M +125,417 +399%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$6.97M -$298K -6,102 -4%
HighTower Advisors
15
HighTower Advisors
Illinois
$6.95M +$594K +12,161 +8%
Stifel Financial
16
Stifel Financial
Missouri
$6.78M +$773K +15,817 +12%
5L
17
55I LLC
Massachusetts
$6.05M -$308K -6,295 -4%
Bank of America
18
Bank of America
North Carolina
$6M -$1.27M -25,973 -16%
KAS
19
Kestra Advisory Services
Texas
$5.39M -$8.6M -176,013 -59%
Osaic Holdings
20
Osaic Holdings
Arizona
$4.8M -$2.46M -50,398 -32%
GGS
21
Galvin Gaustad & Stein
Arizona
$4.77M +$264K +5,404 +5%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$4.33M -$3.44M -70,331 -42%
JP Morgan Chase
23
JP Morgan Chase
New York
$4.09M +$1.24M +25,400 +38%
UWM
24
USAdvisors Wealth Management
Minnesota
$3.94M +$38.4K +785 +0.9%
PCS
25
Personal CFO Solutions
New Jersey
$3.85M -$1.21M -24,774 -22%