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Fidelity MSCI Financials Index ETF
FNCL

Overview Fund Activity

194 hedge funds and large institutions have $619M invested in Fidelity MSCI Financials Index ETF in 2022 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 72 increasing their positions, 52 reducing their positions, and 27 closing their positions.

Holders
194
Holders Change
-2
Holders Change %
-1.02%
% of All Funds
3.07%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
28
Increased
72
Reduced
52
Closed
27
Calls
$380K
Puts
–
Net Calls
+$380K
Net Calls Change
+$379K

Top Buyers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$20.5M
2
CW
2
Connectus Wealth
Ohio
$16.1M
3
VC
3
Vicus Capital
Pennsylvania
$14M
4
BCM
4
Beaumont Capital Management
Massachusetts
$7.01M
5
PCS
5
Personal CFO Solutions
New Jersey
$6.02M

Top Sellers

1
BCM
1
Brookstone Capital Management
Illinois
$1.66M
2
BFA
2
Beaumont Financial Advisors
Massachusetts
$0
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$9.06M
4
KAS
4
Kestra Advisory Services
Texas
$16.1M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$8.9M
Name Market Value Shares Shares
Change 		Shares
Change %
RJA
26
Raymond James & Associates
Florida
$5.8M 107,158 +59,892 +127%
GGS
27
Galvin Gaustad & Stein
Arizona
$5.5M 101,469 +990 +1%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$5.47M 101,074 -2,784 -3%
UWM
29
USAdvisors Wealth Management
Minnesota
$4.74M 87,498 +1,787 +2%
AWM
30
AE Wealth Management
Kansas
$4.63M 85,424 -26,791 -24%
BIP
31
Bouvel Investment Partners
Pennsylvania
$4.49M 82,987 +946 +1%
EFL
32
ERn Financial LLC
Wisconsin
$3.71M 68,465 -45,796 -40%
JPMorgan Chase & Co
33
JPMorgan Chase & Co
New York
$3.59M 66,266 +5,226 +9%
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$3.44M 63,476 +17,152 +37%
ASN
35
Advisory Services Network
Georgia
$3.18M 58,645 -3,208 -5%
PFGIA
36
Patriot Financial Group Insurance Agency
Massachusetts
$3.07M 56,736 +6,159 +12%
LNC
37
Lincoln National Corp
Pennsylvania
$2.93M 54,065 +13,773 +34%
Citadel Advisors
38
Citadel Advisors
Florida
$2.72M 50,170 +50,170 New
Fidelity Investments
39
Fidelity Investments
Massachusetts
$2.64M 48,752 +12,185 +33%
ACA
40
Atlas Capital Advisors
Wyoming
$2.62M 48,382 -12,467 -20%
AAS
41
Ameritas Advisory Services
Nebraska
$2.51M 46,412 -2,338 -5%
HCA
42
Heck Capital Advisors
Wisconsin
$2.39M 44,201 +15,234 +53%
NA
43
NewEdge Advisors
Louisiana
$2.39M 44,086 -11,687 -21%
PPW
44
Pinnacle Private Wealth
Massachusetts
$2.35M 43,400 +174 +0.4%
NF
45
Nvest Financial
New Hampshire
$2.34M 43,252 +43,252 New
ECM
46
Exchange Capital Management
Michigan
$2.31M 42,637 -934 -2%
AWS
47
Atria Wealth Solutions
New York
$2.23M 41,086 +41,086 New
MWM
48
Maltin Wealth Management
New Jersey
$2.2M 40,565 +178 +0.4%
CCM
49
Cribstone Capital Management
Maine
$2.16M 39,962 -1,086 -3%
BWM
50
Birchcreek Wealth Management
Ohio
$2.1M 38,704 +2,046 +6%
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