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Fidelity MSCI Financials Index ETF
FNCL

Overview Fund Activity

243 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 58 funds opening new positions, 85 increasing their positions, 49 reducing their positions, and 11 closing their positions.

Holders
243
Holders Change
+44
Holders Change %
+22.11%
% 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
58
Increased
85
Reduced
49
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AM
1
AGF Management
Ontario, Canada
$51.6M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$43.5M
3
SPIA
3
Strategic Point Investment Advisors
Rhode Island
$14.1M
4
FFS
4
Fischer Financial Services
Pennsylvania
$10.5M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$19M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$132M
2
PCS
2
Personal CFO Solutions
New Jersey
$0
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$3.18M
4
QAM
4
Q3 Asset Management
Michigan
$10.9M
5
ASN
5
Advisory Services Network
Georgia
$4.67M
Name Market Value Shares Shares
Change 		Shares
Change %
RWPA
226
Richard W. Paul & Associates
Michigan
$5.15K 75 – –
CA
227
CoreCap Advisors
Michigan
$4.88K 71 -2 -3%
AWM
228
Avior Wealth Management
Nebraska
$4.58K 66 +66 New
PFA
229
Pillar Financial Advisors
Kentucky
$3.5K 51 +51 New
TFA
230
Transamerica Financial Advisors
Florida
$3K 42 -6 -13%
SSB
231
Sandy Spring Bank
Maryland
$2.95K 43 – –
BLC
232
Brown, Lisle/Cummings
Rhode Island
$2.82K 41 – –
LFG
233
Larson Financial Group
Missouri
$2.77K 40 +40 New
WWM
234
Wolff Wiese Magana
California
$2.68K 39 – –
PP
235
PFS Partners
New Jersey
$2.66K 39 +1 +3%
MCM
236
Mainstream Capital Management
California
$2.4K 35 +35 New
RIL
237
Rothschild Investment LLC
Illinois
$1.99K 29 – –
CPBTD
238
Central Pacific Bank - Trust Division
Hawaii
$1.99K 29 – –
CIA
239
Cape Investment Advisory
Georgia
$1.88K 27 – –
PK
240
Pflug Koory
Nebraska
$1.72K 25 – –
HNW
241
High Note Wealth
Minnesota
$549 8 +8 New
FCMT
242
Founders Capital Management (Texas)
Texas
$459 7 – –
LC
243
Lindbrook Capital
California
$234 3 – –
AA
244
Ancora Advisors
Ohio
– – – –
PCS
245
Personal CFO Solutions
New Jersey
– – -81,942 Closed
IAIM
246
International Assets Investment Management
Florida
– – -35,120 Closed
PCH
247
PGIM Custom Harvest
New Jersey
– – -12,319 Closed
FIM
248
Freedom Investment Management
Connecticut
– – -7,837 Closed
OMC
249
Old Mission Capital
Illinois
– – -6,612 Closed
Prudential Financial
250
Prudential Financial
New Jersey
– – -3,768 Closed
7 8 9
10
11