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Fidelity MSCI Financials Index ETF
FNCL

Overview Fund Activity

252 hedge funds and large institutions have $854M invested in Fidelity MSCI Financials Index ETF in 2025 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 85 increasing their positions, 86 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
252
Holders Change
-4
Holders Change %
-1.56%
% of All Funds
3.38%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
25
Increased
85
Reduced
86
Closed
25
Calls
$837K
Puts
$81K
Net Calls
+$756K
Net Calls Change
+$269K

Top Buyers

1
Kovitz Investment Group Partners
1
Kovitz Investment Group Partners
Illinois
$16M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$7.03M
3
BCM
3
Beaumont Capital Management
Massachusetts
$6.16M
4
MWM
4
Modern Wealth Management
Kansas
$10.2M
5
Ameriprise
5
Ameriprise
Minnesota
$7.7M

Top Sellers

1
AM
1
AGF Management
Ontario, Canada
$42.9M
2
QAM
2
Q3 Asset Management
Michigan
$0
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$6.95M
4
ASN
4
Advisory Services Network
Georgia
$599K
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
26
AE Wealth Management
Kansas
$6.87M +$419K +5,660 +7%
HighTower Advisors
27
HighTower Advisors
Illinois
$6.34M -$248K -3,354 -4%
BCM
28
Beaumont Capital Management
Massachusetts
$6.16M +$6.16M +83,159 New
Osaic Holdings
29
Osaic Holdings
Arizona
$6.02M -$2.05M -29,432 -25%
Thrivent Financial for Lutherans
30
Thrivent Financial for Lutherans
Minnesota
$5.81M +$340K +4,596 +6%
Fidelity Investments
31
Fidelity Investments
Massachusetts
$5.27M -$85K -1,148 -2%
BWM
32
Buska Wealth Management
Wisconsin
$5.1M +$2.72M +36,769 +115%
YWM
33
Yoder Wealth Management
California
$4.68M +$68.3K +922 +1%
SPIA
34
Steward Partners Investment Advisory
New York
$4.21M +$4.09M +55,193 +3,394%
MWM
35
Maltin Wealth Management
New Jersey
$4.11M +$66K +892 +2%
SSWM
36
Smith Salley Wealth Management
North Carolina
$3.98M +$52.8K +713 +1%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$3.77M +$132K +1,778 +4%
Mariner
38
Mariner
Kansas
$3.53M -$142K -1,924 -4%
BCI
39
Brinker Capital Investments
Pennsylvania
$2.95M -$151K -2,039 -5%
OSAM
40
O'Shaughnessy Asset Management
Connecticut
$2.75M +$314K +4,237 +13%
KPWS
41
Kestra Private Wealth Services
Texas
$2.75M +$160K +2,157 +6%
LA
42
Lynch & Associates
Indiana
$2.58M +$89.1K +1,203 +4%
PFGIA
43
Patriot Financial Group Insurance Agency
Massachusetts
$2.46M +$49.8K +672 +2%
VWM
44
VCI Wealth Management
Missouri
$2.44M +$185K +2,505 +8%
EWA
45
EP Wealth Advisors
California
$2.43M -$38.8K -524 -2%
Carson Wealth (CWM LLC)
46
Carson Wealth (CWM LLC)
Nebraska
$2.4M +$1.86M +25,164 +347%
ECM
47
Exchange Capital Management
Michigan
$2.37M -$67.8K -916 -3%
SSW
48
Smith Shellnut Wilson
Mississippi
$2.29M -$123K -1,666 -5%
UBS Group
49
UBS Group
Switzerland
$2.18M +$103K +1,394 +5%
HAP
50
Harbor Asset Planning
Massachusetts
$2.1M +$2.1M +28,348 New
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