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Fidelity MSCI Financials Index ETF
FNCL

Overview Fund Activity

145 hedge funds and large institutions have $558M invested in Fidelity MSCI Financials Index ETF in 2018 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 64 increasing their positions, 36 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
145
Holders Change
+8
Holders Change %
+5.84%
% of All Funds
3.32%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
24
Increased
64
Reduced
36
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$19.7M
2
TRCT
2
Tower Research Capital (TRC)
New York
$5.54M
3
FI
3
FormulaFolio Investments
Michigan
$46.3M
4
ASN
4
Advisory Services Network
Georgia
$9.87M
5
Lido Advisors
5
Lido Advisors
California
$10.8M

Top Sellers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$21.1M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$5.99M
3
Jane Street
3
Jane Street
New York
$875K
4
CSIA
4
Charles Schwab Investment Advisory
California
$115M
5
MIAN
5
Mariner Independent Advisor Network
Kansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SPC
26
Sigma Planning Corp
Michigan
$5.27M -$550K -14,039 -9%
Mariner
27
Mariner
Kansas
$4.02M +$34K +868 +0.9%
LPL Financial
28
LPL Financial
California
$3.92M -$670K -17,097 -15%
Northwestern Mutual Wealth Management
29
Northwestern Mutual Wealth Management
Wisconsin
$3.68M +$850K +21,672 +30%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$2.83M -$7.84K -200 -0.3%
Northern Trust
31
Northern Trust
Illinois
$2.81M – – –
WI
32
Wintrust Investments
Illinois
$2.68M +$2.68M +68,321 New
FAAS
33
First Allied Advisory Services
California
$2.68M +$2.32M +59,116 +657%
MML Investors Services
34
MML Investors Services
Massachusetts
$2.62M +$112K +2,846 +4%
FPGK
35
Financial Partners Group (Kansas)
Kansas
$2.06M +$1.81M +46,119 +726%
SWP
36
Stratos Wealth Partners
Ohio
$1.93M +$657K +16,766 +52%
ECM
37
Exchange Capital Management
Michigan
$1.79M +$272K +6,947 +18%
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$1.7M +$1.7M +43,387 New
CL
39
Cabana LLC
Arkansas
$1.63M +$1.63M +41,565 New
UBS Group
40
UBS Group
Switzerland
$1.52M +$127K +3,243 +9%
SB
41
Suntrust Banks
Georgia
$1.43M +$78.1K +1,991 +6%
VEA
42
Virtus ETF Advisers
New York
$1.41M +$1.41M +35,927 New
Carson Wealth (CWM LLC)
43
Carson Wealth (CWM LLC)
Nebraska
$1.4M +$1.25M +31,822 +835%
Fidelity Investments
44
Fidelity Investments
Massachusetts
$1.34M +$656K +16,721 +95%
TCM
45
Traynor Capital Management
Pennsylvania
$1.23M -$29.4K -746 -2%
PP
46
Professional Planning
California
$1.18M -$242K -6,174 -17%
AI
47
Atria Investments
North Carolina
$1.13M +$70.8K +1,808 +7%
RCAG
48
Rehmann Capital Advisory Group
Michigan
$1.1M -$263K -6,719 -19%
CM
49
Cornerstone Management
Georgia
$1.04M – – –
BTS
50
BB&T Securities
Virginia
$998K +$120K +3,071 +14%
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