FNCL icon

Fidelity MSCI Financials Index ETF
FNCL

Overview Fund Activity

150 hedge funds and large institutions have $547M invested in Fidelity MSCI Financials Index ETF in 2018 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 57 increasing their positions, 53 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
150
Holders Change
+5
Holders Change %
+3.45%
% of All Funds
3.43%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
19
Increased
57
Reduced
53
Closed
14
Calls
$274K
Puts
–
Net Calls
+$274K
Net Calls Change
+$274K

Top Buyers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$11.7M
2
Jane Street
2
Jane Street
New York
$5.15M
3
BCI
3
Brinker Capital Investments
Pennsylvania
$13.1M
4
Lido Advisors
4
Lido Advisors
California
$14M
5
FPGK
5
Financial Partners Group (Kansas)
Kansas
$4.87M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$33.5M
2
BFA
2
Beaumont Financial Advisors
Massachusetts
$25.1M
3
LTFS
3
Ladenburg Thalmann Financial Services
Florida
$12.5M
4
FI
4
FormulaFolio Investments
Michigan
$41.5M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$8.58M
Name Holding Trade Value Shares
Change 		Shares
Change %
FPGK
26
Financial Partners Group (Kansas)
Kansas
$4.87M +$2.75M +68,232 +130%
LPL Financial
27
LPL Financial
California
$4.78M +$742K +18,410 +18%
SPC
28
Sigma Planning Corp
Michigan
$4.72M -$710K -17,609 -13%
Mariner
29
Mariner
Kansas
$4.23M +$93.5K +2,317 +2%
FAAS
30
First Allied Advisory Services
California
$4.17M +$1.41M +34,889 +51%
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$3.11M +$1.36M +33,688 +78%
RJFSA
32
Raymond James Financial Services Advisors
Florida
$3.05M +$136K +3,364 +5%
WI
33
Wintrust Investments
Illinois
$2.88M +$124K +3,073 +4%
Northern Trust
34
Northern Trust
Illinois
$2.71M -$180K -4,455 -6%
Citadel Advisors
35
Citadel Advisors
Florida
$2.65M +$2.31M +57,296 +673%
Carson Wealth (CWM LLC)
36
Carson Wealth (CWM LLC)
Nebraska
$2.08M +$641K +15,892 +45%
NR
37
Newfound Research
Massachusetts
$2.04M -$3.69M -91,425 -64%
SWP
38
Stratos Wealth Partners
Ohio
$2.04M +$50K +1,239 +3%
MML Investors Services
39
MML Investors Services
Massachusetts
$1.91M -$784K -19,444 -29%
ECM
40
Exchange Capital Management
Michigan
$1.84M +$4.56K +113 +0.2%
NAM
41
NorthCoast Asset Management
Connecticut
$1.84M +$1.84M +45,654 New
CL
42
Cabana LLC
Arkansas
$1.71M +$35.6K +883 +2%
FIA
43
Foundations Investment Advisors
Arizona
$1.69M +$1.69M +41,837 New
TRCT
44
Tower Research Capital (TRC)
New York
$1.6M -$4.11M -101,809 -72%
SB
45
Suntrust Banks
Georgia
$1.55M +$78.6K +1,947 +5%
Fidelity Investments
46
Fidelity Investments
Massachusetts
$1.55M +$163K +4,038 +12%
TCM
47
Traynor Capital Management
Pennsylvania
$1.24M -$11.1K -275 -0.9%
FIM
48
Freedom Investment Management
Connecticut
$1.15M +$108K +2,595 +10%
BTS
49
BB&T Securities
Virginia
$1.12M +$90.9K +2,256 +9%
HCA
50
Heck Capital Advisors
Wisconsin
$1.09M +$144K +3,565 +15%
1
2
3 4 5