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Fidelity MSCI Financials Index ETF
FNCL

Overview Fund Activity

176 hedge funds and large institutions have $461M invested in Fidelity MSCI Financials Index ETF in 2023 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 60 increasing their positions, 45 reducing their positions, and 16 closing their positions.

Holders
176
Holders Change
–
Holders Change %
0%
% of All Funds
2.81%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
18
Increased
60
Reduced
45
Closed
16
Calls
$1.29M
Puts
$1K
Net Calls
+$1.28M
Net Calls Change
-$3.69M

Top Buyers

1
Lido Advisors
1
Lido Advisors
California
$91.5M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$4.62M
3
EWA
3
EP Wealth Advisors
California
$1.95M
4
PWMG
4
Pinnacle Wealth Management Group
Michigan
$1.51M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$5.33M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$1.12M
2
KAS
2
Kestra Advisory Services
Texas
$3M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$3.13M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$3.97M
5
RA
5
RFG Advisory
Alabama
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$3.13M 67,262 -34,820 -34%
KAS
27
Kestra Advisory Services
Texas
$3M 64,409 -41,974 -39%
LNC
28
Lincoln National Corp
Pennsylvania
$2.61M 56,085 +15,079 +37%
Citadel Advisors
29
Citadel Advisors
Florida
$2.47M 53,083 +21,985 +71%
MWM
30
Maltin Wealth Management
New Jersey
$2.46M 52,827 +3,003 +6%
YWM
31
Yoder Wealth Management
California
$2.13M 45,804 +3,728 +9%
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$1.97M 42,363 +1,667 +4%
Mariner
33
Mariner
Kansas
$1.97M 42,276 +4,688 +12%
EWA
34
EP Wealth Advisors
California
$1.95M 41,802 +40,029 +2,258%
ECM
35
Exchange Capital Management
Michigan
$1.83M 39,309 -100 -0.3%
Fidelity Investments
36
Fidelity Investments
Massachusetts
$1.77M 37,933 -5,390 -12%
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$1.73M 37,078 -1,190 -3%
KPWS
38
Kestra Private Wealth Services
Texas
$1.64M 35,206 +255 +0.7%
SSWM
39
Smith Salley Wealth Management
North Carolina
$1.63M 34,975 -81 -0.2%
USCWA
40
U.S. Capital Wealth Advisors
Texas
$1.55M 33,197 +6,982 +27%
PWMG
41
Pinnacle Wealth Management Group
Michigan
$1.51M 32,516 +32,516 New
AAS
42
Ameritas Advisory Services
Nebraska
$1.32M 28,490 -160 -0.6%
RSWM
43
Robertson Stephens Wealth Management
California
$1.31M 28,056 – –
LA
44
Lynch & Associates
Indiana
$1.29M 27,735 +1,237 +5%
PA
45
PFG Advisors
Arizona
$1.29M 27,632 +628 +2%
PGWM
46
Pitti Group Wealth Management
New York
$1.28M 27,571 -754 -3%
BWM
47
Birchcreek Wealth Management
Ohio
$1.23M 26,411 -5,723 -18%
TRCT
48
Tower Research Capital (TRC)
New York
$1.23M 26,343 +25,527 +3,128%
BIP
49
Bouvel Investment Partners
Pennsylvania
$1.14M 24,452 -452 -2%
Ameriprise
50
Ameriprise
Minnesota
$1.12M 23,967 -81,118 -77%
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