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Fidelity MSCI Financials Index ETF

FNCL

Market cap $2.35B

182 hedge funds and large institutions have $484M invested in Fidelity MSCI Financials Index ETF in 2022 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 65 increasing their positions, 58 reducing their positions, and 15 closing their positions.

New

Increased

Maintained

Reduced

Closed

12% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 58

2.52% more ownership

Funds ownership: 32.38% → 34.9% (+2.5%)

4% more capital invested

Capital invested by funds: $465M → $484M (+$18.9M)

7% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 15

2% less funds holding

Funds holding: 185 → 182 (-3)

100% less funds holding in top 10

Funds holding in top 10: 2 → 0 (-2)

Holders

182

Holders Change

-3

Holders Change %

-1.62%

% of All Funds

3.14%

Holding in Top 10

–

Holding in Top 10 Change

-2

Holding in Top 10 Change %

-100%

% of All Funds

–

New

Increased

Reduced

Closed

Calls

$715K

Puts

–

Net Calls

+$715K

Net Calls Change

-$120K

Top Buyers

1	RJFSA Raymond James Financial Services Advisors St. Petersburg, Florida	+$18.3M
2	Commonwealth Equity Services Waltham, Massachusetts	+$9.8M
3	Susquehanna International Group Bala Cynwyd, Pennsylvania	+$6.28M
4	Lido Advisors Los Angeles, California	+$5.69M
5	Citadel Advisors Miami, Florida	+$5.46M

Top Sellers

1	BCM Brookstone Capital Management Wheaton, Illinois	-$5.76M
2	Royal Bank of Canada Toronto, Ontario, Canada	-$2.35M
3	Jane Street New York	-$2.34M
4	AWM AE Wealth Management Topeka, Kansas	-$1.96M
5	CWM Congress Wealth Management Boston, Massachusetts	-$1.56M

#	Name	Holding	Trade Value	Shares Change	Change in Stake
26	PCS 26 Personal CFO Solutions Chester, New Jersey	$3.7M	-$20.7K	-440	-0.5%
27	VC 27 Vicus Capital State College, Pennsylvania	$3.6M	+$221K	+4,700	+6%
28	BIP 28 Bouvel Investment Partners Phoenixville, Pennsylvania	$3.54M	-$7.33K	-156	-0.2%
29	ASN 29 Advisory Services Network Atlanta, Georgia	$2.9M	+$20.5K	+436	+0.7%
30	PFGIA 30 Patriot Financial Group Insurance Agency Westborough, Massachusetts	$2.89M	+$184K	+3,922	+6%
31	31 Goldman Sachs New York	$2.77M	-$111K	-2,359	-4%
32	32 JP Morgan Chase New York	$2.77M	-$1.29M	-27,390	-30%
33	33 Mariner Overland Park, Kansas	$2.71M	+$203K	+4,322	+7%
34	LNC 34 Lincoln National Corp Radnor, Pennsylvania	$2.5M	+$230K	+4,888	+9%
35	CW 35 Connectus Wealth Cincinnati, Ohio	$2.3M	+$422K	+8,970	+20%
36	TRCT 36 Tower Research Capital (TRC) New York	$2.2M	-$1.45M	-30,932	-38%
37	HCA 37 Heck Capital Advisors Rhinelander, Wisconsin	$1.99M	-$162K	-3,445	-7%
38	SSWM 38 Smith Salley Wealth Management Greensboro, North Carolina	$1.98M	+$70.9K	+1,507	+3%
39	MWM 39 Maltin Wealth Management Ridgewood, New Jersey	$1.98M	+$153K	+3,260	+8%
40	RJA 40 Raymond James & Associates St Petersburg, Florida	$1.94M	-$513K	-10,914	-19%
41	AWS 41 Atria Wealth Solutions New York	$1.87M	-$90.6K	-1,927	-4%
42	CCM 42 Cribstone Capital Management Augusta, Maine	$1.81M	+$49.3K	+1,049	+3%
43	ECM 43 Exchange Capital Management Ann Arbor, Michigan	$1.8M	-$13.2K	-281	-0.7%
44	44 Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$1.65M	-$159K	-3,380	-8%
45	BWM 45 Birchcreek Wealth Management Miami Township, Ohio	$1.64M	-$66.5K	-1,414	-4%
46	CAN 46 Cetera Advisor Networks El Segundo, California	$1.53M	+$226K	+4,805	+16%
47	AAS 47 Ameritas Advisory Services Lincoln, Nebraska	$1.52M	+$12.5K	+265	+0.8%
48	BCM 48 Brookstone Capital Management Wheaton, Illinois	$1.48M	-$5.76M	-122,509	-78%
49	KPWS 49 Kestra Private Wealth Services Austin, Texas	$1.47M	+$15.9K	+338	+1%
50	50 Fidelity Investments Boston, Massachusetts	$1.42M	-$233K	-4,953	-13%