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Fidelity MSCI Financials Index ETF
FNCL

Overview Fund Activity

243 hedge funds and large institutions have $1.06B invested in Fidelity MSCI Financials Index ETF in 2024 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 85 increasing their positions, 49 reducing their positions, and 11 closing their positions.

Holders
243
Holders Change
+44
Holders Change %
+22.11%
% of All Funds
3.24%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
58
Increased
85
Reduced
49
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AM
1
AGF Management
Ontario, Canada
$51.6M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$43.5M
3
SPIA
3
Strategic Point Investment Advisors
Rhode Island
$14.1M
4
FFS
4
Fischer Financial Services
Pennsylvania
$10.5M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$19M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$132M
2
PCS
2
Personal CFO Solutions
New Jersey
$0
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$3.18M
4
QAM
4
Q3 Asset Management
Michigan
$10.9M
5
ASN
5
Advisory Services Network
Georgia
$4.67M
Name Market Value Shares Shares
Change 		Shares
Change %
ASN
26
Advisory Services Network
Georgia
$4.67M 67,958 -56,184 -45%
Fidelity Investments
27
Fidelity Investments
Massachusetts
$4.55M 66,189 +6,187 +10%
PA
28
Procyon Advisors
Connecticut
$4.49M 65,356 +65,356 New
YWM
29
Yoder Wealth Management
California
$4.01M 58,413 +6,835 +13%
MWM
30
Modern Wealth Management
Kansas
$3.86M 56,183 +56,183 New
MWM
31
Maltin Wealth Management
New Jersey
$3.6M 52,475 -2,618 -5%
SSWM
32
Smith Salley Wealth Management
North Carolina
$3.6M 52,354 +3,583 +7%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$3.49M 50,759 -866 -2%
Mariner
34
Mariner
Kansas
$3.34M 48,613 -3,035 -6%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$3.18M 46,329 -69,890 -60%
BCI
36
Brinker Capital Investments
Pennsylvania
$2.71M 39,403 +8,439 +27%
OPS
37
Orion Portfolio Solutions
Nebraska
$2.71M 39,403 +8,439 +27%
Goldman Sachs
38
Goldman Sachs
New York
$2.62M 38,131 +38,131 New
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$2.38M 34,671 -31,267 -47%
LA
40
Lynch & Associates
Indiana
$2.35M 34,277 -324 -0.9%
ECM
41
Exchange Capital Management
Michigan
$2.33M 33,997 -1,079 -3%
EWA
42
EP Wealth Advisors
California
$2.31M 33,597 -6 -0%
KPWS
43
Kestra Private Wealth Services
Texas
$2.3M 33,470 -1,174 -3%
SSW
44
Smith Shellnut Wilson
Mississippi
$2.19M 31,889 +31,889 New
PFGIA
45
Patriot Financial Group Insurance Agency
Massachusetts
$2.12M 30,831 +30 +0.1%
AAS
46
Ameritas Advisory Services
Nebraska
$2.05M 29,820 +111 +0.4%
SCA
47
Snowden Capital Advisors
New York
$2M 29,094 -724 -2%
PAG
48
Private Advisor Group
New Jersey
$1.91M 27,764 +20,997 +310%
KPWM
49
KDK Private Wealth Management
Texas
$1.86M 27,021 +27,021 New
Ameriprise
50
Ameriprise
Minnesota
$1.82M 26,440 -1,175 -4%
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