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Fidelity MSCI Financials Index ETF

246 hedge funds and large institutions have $1.06B invested in Fidelity MSCI Financials Index ETF in 2024 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 86 increasing their positions, 49 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

436% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 11

76% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 49

69% more capital invested

Capital invested by funds: $628M → $1.06B (+$432M)

22% more funds holding

Funds holding: 201246 (+45)

1.76% more ownership

Funds ownership: 35.52%37.27% (+1.8%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
246
Holders Change
+45
Holders Change %
+22.39%
% of All Funds
3.24%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
59
Increased
86
Reduced
49
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$288M +$962 +14 +0.3%
Lido Advisors
2
Lido Advisors
California
$158M +$2.2M +32,085 +1%
Charles Schwab
3
Charles Schwab
California
$132M -$5.58M -81,190 -4%
AM
4
AGF Management
Ontario, Canada
$51.6M +$18.3M +266,381 +55%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$43.5M +$17.2M +249,736 +65%
CWM
6
Congress Wealth Management
Massachusetts
$22M +$169K +2,464 +0.8%
VC
7
Vicus Capital
Pennsylvania
$21.9M +$3.27M +47,531 +17%
Morgan Stanley
8
Morgan Stanley
New York
$19.2M +$1.11M +16,155 +6%
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$19M +$9.79M +142,441 +106%
FSC
10
Full Sail Capital
Oklahoma
$17.5M -$951K -13,844 -5%
Kovitz Investment Group Partners
11
Kovitz Investment Group Partners
Illinois
$16M +$2.89M +42,018 +22%
LPL Financial
12
LPL Financial
California
$15.4M +$8.29M +120,675 +116%
SPIA
13
Strategic Point Investment Advisors
Rhode Island
$14.1M +$14.1M +205,290 New
QAM
14
Q3 Asset Management
Michigan
$10.9M -$4.2M -61,075 -28%
FFS
15
Fischer Financial Services
Pennsylvania
$10.5M +$10.5M +153,403 New
Stifel Financial
16
Stifel Financial
Missouri
$10.4M -$150K -2,189 -1%
Wells Fargo
17
Wells Fargo
California
$9.79M +$1.1M +16,079 +13%
Thrivent Financial for Lutherans
18
Thrivent Financial for Lutherans
Minnesota
$9.32M -$4.67K -68 -0.1%
HighTower Advisors
19
HighTower Advisors
Illinois
$8.43M +$137K +1,998 +2%
Osaic Holdings
20
Osaic Holdings
Arizona
$7.88M -$2.03M -29,524 -20%
JP Morgan Chase
21
JP Morgan Chase
New York
$7.47M +$825K +12,007 +12%
KAS
22
Kestra Advisory Services
Texas
$6.54M +$2.58M +37,524 +65%
QS
23
Quantitative Strategies
California
$5.96M -$157K -2,287 -3%
AWM
24
AE Wealth Management
Kansas
$5.81M +$730K +10,618 +14%
Bank of America
25
Bank of America
North Carolina
$5.5M +$154K +2,240 +3%