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Fidelity MSCI Financials Index ETF
FNCL

Overview Fund Activity

174 hedge funds and large institutions have $426M invested in Fidelity MSCI Financials Index ETF in 2023 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 46 increasing their positions, 70 reducing their positions, and 36 closing their positions.

Holders
174
Holders Change
-23
Holders Change %
-11.68%
% of All Funds
2.79%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
19
Increased
46
Reduced
70
Closed
36
Calls
$641K
Puts
–
Net Calls
+$641K
Net Calls Change
-$275K

Top Buyers

1
KAS
1
Kestra Advisory Services
Texas
$12.6M
2
CW
2
Connectus Wealth
Ohio
$5.06M
3
CI
3
CX Institutional
Indiana
$4.67M
4
Lido Advisors
4
Lido Advisors
California
$68.9M
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$3.32M

Top Sellers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$1.9M
2
VC
2
Vicus Capital
Pennsylvania
$0
3
PCS
3
Personal CFO Solutions
New Jersey
$0
4
Citadel Advisors
4
Citadel Advisors
Florida
$3.9M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.87M
Name Market Value Shares Shares
Change 		Shares
Change %
PFGIA
26
Patriot Financial Group Insurance Agency
Massachusetts
$3.08M 68,194 +185 +0.3%
AWM
27
AE Wealth Management
Kansas
$3.07M 68,108 -1,015 -1%
EFM
28
Eley Financial Management
Vermont
$3.05M 67,636 +272 +0.4%
Mariner
29
Mariner
Kansas
$2.85M 63,088 +2,202 +4%
Bank of America
30
Bank of America
North Carolina
$2.72M 60,354 -14,376 -19%
RA
31
RFG Advisory
Alabama
$2.4M 53,308 +2,364 +5%
LNC
32
Lincoln National Corp
Pennsylvania
$2.27M 50,226 -6,172 -11%
MWM
33
Maltin Wealth Management
New Jersey
$2.16M 47,964 -1,434 -3%
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$1.95M 43,131 +2,909 +7%
Cetera Investment Advisers
35
Cetera Investment Advisers
Illinois
$1.9M 42,113 -381,741 -90%
ECM
36
Exchange Capital Management
Michigan
$1.87M 41,445 -104 -0.3%
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$1.87M 41,366 -75,298 -65%
Fidelity Investments
38
Fidelity Investments
Massachusetts
$1.75M 38,698 +1,034 +3%
YWM
39
Yoder Wealth Management
California
$1.6M 35,438 +35,438 New
CAN
40
Cetera Advisor Networks
California
$1.58M 35,064 -4,645 -12%
AWS
41
Atria Wealth Solutions
New York
$1.58M 35,026 -9,554 -21%
KPWS
42
Kestra Private Wealth Services
Texas
$1.54M 34,183 +344 +1%
SSWM
43
Smith Salley Wealth Management
North Carolina
$1.53M 33,866 -10,319 -23%
Jane Street
44
Jane Street
New York
$1.52M 33,644 +28,611 +568%
AAS
45
Ameritas Advisory Services
Nebraska
$1.51M 33,392 -21,081 -39%
BWM
46
Birchcreek Wealth Management
Ohio
$1.51M 33,382 -3,008 -8%
PGWM
47
Pitti Group Wealth Management
New York
$1.35M 29,875 -302 -1%
SPC
48
Sigma Planning Corp
Michigan
$1.32M 29,230 -4,074 -12%
RSWM
49
Robertson Stephens Wealth Management
California
$1.29M 28,693 +243 +0.9%
PA
50
PFG Advisors
Arizona
$1.22M 27,071 +154 +0.6%
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