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Fidelity MSCI Financials Index ETF
FNCL

Overview Fund Activity

256 hedge funds and large institutions have $822M invested in Fidelity MSCI Financials Index ETF in 2025 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 100 increasing their positions, 57 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
256
Holders Change
+13
Holders Change %
+5.35%
% of All Funds
3.48%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.05%
New
41
Increased
100
Reduced
57
Closed
22
Calls
$487K
Puts
–
Net Calls
+$487K
Net Calls Change
+$487K

Top Buyers

1
Lido Advisors
1
Lido Advisors
California
$176M
2
PCS
2
Personal CFO Solutions
New Jersey
$7.72M
3
AM
3
AGF Management
Ontario, Canada
$57.6M
4
LPL Financial
4
LPL Financial
California
$19.8M
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$3.48M

Top Sellers

1
Kovitz Investment Group Partners
1
Kovitz Investment Group Partners
Illinois
$6.22M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$14M
3
Charles Schwab
3
Charles Schwab
California
$129M
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$5.14M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$41M
Name Holding Trade Value Shares
Change 		Shares
Change %
PC
226
Promus Capital
Illinois
$14.6K – – –
BONH
227
Bank of New Hampshire
New Hampshire
$11.7K – – –
T
228
Tidemark
California
$10.4K – – –
AF
229
Allworth Financial
California
$9.68K +$1.88K +28 +24%
SIS
230
Sound Income Strategies
Florida
$9.59K – – –
Bessemer Group
231
Bessemer Group
New Jersey
$9K +$9K +128 New
MSG
232
Main Street Group
Virginia
$6.95K -$1.04K -15 -13%
CCM
233
Coldstream Capital Management
Washington
$6.67K +$6.67K +96 New
BFPW
234
BOK Financial Private Wealth
Colorado
$6.05K – – –
CIBC Private Wealth Group
235
CIBC Private Wealth Group
Georgia
$5.16K -$39.8K -656 -89%
VWA
236
Valued Wealth Advisors
Utah
$5.08K +$5.08K +73 New
CA
237
CoreCap Advisors
Michigan
$4.73K -$209 -3 -4%
AAP
238
Arax Advisory Partners
Colorado
$3.86K +$3.86K +56 New
PFA
239
Pillar Financial Advisors
Kentucky
$3.55K – – –
TFA
240
Transamerica Financial Advisors
Florida
$3K – – –
SSB
241
Sandy Spring Bank
Maryland
$2.99K – – –
BLC
242
Brown, Lisle/Cummings
Rhode Island
$2.85K – – –
LFG
243
Larson Financial Group
Missouri
$2.81K – – –
WWM
244
Wolff Wiese Magana
California
$2.71K – – –
PP
245
PFS Partners
New Jersey
$2.7K – – –
S
246
SignatureFD
Georgia
$2.44K +$2.44K +35 New
CPBTD
247
Central Pacific Bank - Trust Division
Hawaii
$2.02K – – –
RIL
248
Rothschild Investment LLC
Illinois
$2.02K – – –
CIA
249
Cape Investment Advisory
Georgia
$1.91K – – –
PK
250
Pflug Koory
Nebraska
$1.74K – – –
8 9
10
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