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Fidelity MSCI Financials Index ETF
FNCL

Overview Fund Activity

197 hedge funds and large institutions have $533M invested in Fidelity MSCI Financials Index ETF in 2022 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 61 increasing their positions, 61 reducing their positions, and 15 closing their positions.

Holders
197
Holders Change
+17
Holders Change %
+9.44%
% of All Funds
3.18%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
37
Increased
61
Reduced
61
Closed
15
Calls
$916K
Puts
–
Net Calls
+$916K
Net Calls Change
+$201K

Top Buyers

1
VC
1
Vicus Capital
Pennsylvania
$10.9M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$9.54M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$10.3M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$9.72M
5
EFM
5
Eley Financial Management
Vermont
$3.23M

Top Sellers

1
BCI
1
Brinker Capital Investments
Pennsylvania
$2.02M
2
Ameriprise
2
Ameriprise
Minnesota
$4.43M
3
LPL Financial
3
LPL Financial
California
$8.66M
4
Lido Advisors
4
Lido Advisors
California
$69.4M
5
Bank of America
5
Bank of America
North Carolina
$3.58M
Name Market Value Shares Shares
Change 		Shares
Change %
BIP
26
Bouvel Investment Partners
Pennsylvania
$3.94M 82,203 +7 +0%
Bank of America
27
Bank of America
North Carolina
$3.58M 74,730 -56,146 -43%
ASN
28
Advisory Services Network
Georgia
$3.52M 73,409 +6,052 +9%
AWM
29
AE Wealth Management
Kansas
$3.31M 69,123 +38,171 +123%
PFGIA
30
Patriot Financial Group Insurance Agency
Massachusetts
$3.26M 68,009 +953 +1%
EFM
31
Eley Financial Management
Vermont
$3.23M 67,364 +67,364 New
Mariner
32
Mariner
Kansas
$2.92M 60,886 -2,074 -3%
LNC
33
Lincoln National Corp
Pennsylvania
$2.7M 56,398 -1,571 -3%
RA
34
RFG Advisory
Alabama
$2.65M 50,944 +25,279 +98%
AAS
35
Ameritas Advisory Services
Nebraska
$2.61M 54,473 +19,084 +54%
MWM
36
Maltin Wealth Management
New Jersey
$2.37M 49,398 +3,441 +7%
BFA
37
Beaumont Financial Advisors
Massachusetts
$2.25M 46,983 +46,983 New
HCA
38
Heck Capital Advisors
Wisconsin
$2.23M 46,620 +331 +0.7%
AWS
39
Atria Wealth Solutions
New York
$2.14M 44,580 +1,292 +3%
SSWM
40
Smith Salley Wealth Management
North Carolina
$2.12M 44,185 -1,776 -4%
ERWM
41
Elk River Wealth Management
Colorado
$2.1M 43,845 +43,845 New
RJA
42
Raymond James & Associates
Florida
$2.08M 43,289 -1,781 -4%
BCI
43
Brinker Capital Investments
Pennsylvania
$2.02M 42,213 -277,962 -87%
ECM
44
Exchange Capital Management
Michigan
$1.99M 41,549 -305 -0.7%
CCM
45
Cribstone Capital Management
Maine
$1.97M 41,095 -948 -2%
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
$1.93M 40,222 +1,972 +5%
CAN
47
Cetera Advisor Networks
California
$1.9M 39,709 +4,228 +12%
TRCT
48
Tower Research Capital (TRC)
New York
$1.85M 38,508 -12,544 -25%
Fidelity Investments
49
Fidelity Investments
Massachusetts
$1.81M 37,664 +4,629 +14%
BWM
50
Birchcreek Wealth Management
Ohio
$1.74M 36,390 -1,741 -5%
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