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Fidelity MSCI Financials Index ETF

182 hedge funds and large institutions have $484M invested in Fidelity MSCI Financials Index ETF in 2022 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 65 increasing their positions, 58 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 58

2.52% more ownership

Funds ownership: 32.38%34.9% (+2.5%)

4% more capital invested

Capital invested by funds: $465M → $484M (+$18.9M)

7% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 15

2% less funds holding

Funds holding: 185182 (-3)

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
182
Holders Change
-3
Holders Change %
-1.62%
% of All Funds
3.14%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
14
Increased
65
Reduced
58
Closed
15
Calls
$715K
Puts
Net Calls
+$715K
Net Calls Change
-$120K
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
1
Charles Schwab
California
$92.4M +$4.06M +86,296 +4%
Lido Advisors
2
Lido Advisors
California
$65.3M +$5.69M +120,953 +9%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$29.1M +$9.8M +208,476 +45%
FSC
4
Full Sail Capital
Oklahoma
$21.3M -$346K -7,354 -1%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$17.8M +$884K +18,789 +5%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$17.3M +$18.3M +390,034 +3,416%
CWM
7
Congress Wealth Management
Massachusetts
$15M -$1.56M -33,247 -9%
BCI
8
Brinker Capital Investments
Pennsylvania
$13.8M +$2.4M +51,105 +19%
LPL Financial
9
LPL Financial
California
$11.6M +$305K +6,477 +2%
Wells Fargo
10
Wells Fargo
California
$9.31M +$85.1K +1,809 +0.8%
Morgan Stanley
11
Morgan Stanley
New York
$9.18M +$926K +19,690 +10%
Ameriprise
12
Ameriprise
Minnesota
$9.04M +$102K +2,168 +1%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$7.14M +$6.28M +133,490 +413%
HighTower Advisors
14
HighTower Advisors
Illinois
$6.71M -$17.4K -369 -0.2%
Stifel Financial
15
Stifel Financial
Missouri
$6.48M -$62.6K -1,331 -0.9%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$6.47M -$283K -6,028 -4%
Citadel Advisors
17
Citadel Advisors
Florida
$5.88M +$5.46M +116,200 +569%
Bank of America
18
Bank of America
North Carolina
$5.64M -$171K -3,633 -3%
KAS
19
Kestra Advisory Services
Texas
$5.52M +$342K +7,265 +6%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$5.42M -$2.35M -50,041 -28%
5L
21
55I LLC
Massachusetts
$5.42M -$463K -9,843 -7%
GGS
22
Galvin Gaustad & Stein
Arizona
$5.22M +$670K +14,254 +13%
Osaic Holdings
23
Osaic Holdings
Arizona
$4.76M +$138K +2,944 +3%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$4.28M +$111K +2,352 +2%
UWM
25
USAdvisors Wealth Management
Minnesota
$3.83M +$24.7K +525 +0.6%