We are live on ! Find out more
FNCL icon

Fidelity MSCI Financials Index ETF

177 hedge funds and large institutions have $461M invested in Fidelity MSCI Financials Index ETF in 2023 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 60 increasing their positions, 45 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

128,400% more call options, than puts

Call options by funds: $1.28M | Put options by funds: $1K

33% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 45

13% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 16

1.11% more ownership

Funds ownership: 33.63%34.74% (+1.1%)

0% more capital invested

Capital invested by funds: $459M → $461M (+$1.63M)

0% more funds holding

Funds holding: 177177 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
177
Holders Change
Holders Change %
0%
% of All Funds
2.81%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
18
Increased
60
Reduced
45
Closed
16
Calls
$1.28M
Puts
$1K
Net Calls
+$1.28M
Net Calls Change
-$3.69M
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
1
Charles Schwab
California
$101M +$93.8K +1,939 +0.1%
Lido Advisors
2
Lido Advisors
California
$91.5M +$4.13M +85,382 +5%
Bank of America
3
Bank of America
North Carolina
$32M +$746K +15,433 +2%
FSC
4
Full Sail Capital
Oklahoma
$25.4M +$947K +19,578 +4%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$16.4M +$411K +8,492 +2%
CWM
6
Congress Wealth Management
Massachusetts
$14.5M -$179K -3,700 -1%
Morgan Stanley
7
Morgan Stanley
New York
$9.64M +$463K +9,564 +5%
JP Morgan Chase
8
JP Morgan Chase
New York
$9.16M +$139K +2,874 +1%
CW
9
Connectus Wealth
Ohio
$8.17M +$116K +2,391 +1%
Osaic Holdings
10
Osaic Holdings
Arizona
$7.53M +$501K +10,357 +7%
Stifel Financial
11
Stifel Financial
Missouri
$6.98M +$83.6K +1,729 +1%
LPL Financial
12
LPL Financial
California
$6.8M -$264K -5,458 -4%
Wells Fargo
13
Wells Fargo
California
$6.52M +$558K +11,531 +9%
QS
14
Quantitative Strategies
California
$6M +$173K +3,583 +3%
AM
15
AGF Management
Ontario, Canada
$5.52M +$199K +4,111 +4%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$5.33M +$1.28M +26,459 +30%
AWM
17
AE Wealth Management
Kansas
$4.84M +$301K +6,226 +6%
GGS
18
Galvin Gaustad & Stein
Arizona
$4.75M +$68.1K +1,408 +1%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$4.62M +$3.13M +64,670 +187%
HighTower Advisors
20
HighTower Advisors
Illinois
$4.42M -$35.2K -728 -0.8%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$3.97M -$1.31M -27,014 -24%
ASN
22
Advisory Services Network
Georgia
$3.75M -$100K -2,071 -3%
UWM
23
USAdvisors Wealth Management
Minnesota
$3.68M -$322K -6,654 -8%
PFGIA
24
Patriot Financial Group Insurance Agency
Massachusetts
$3.24M +$242 +5 +0%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$3.23M -$295K -6,110 -8%