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Fidelity MSCI Financials Index ETF
FNCL

Overview Fund Activity

150 hedge funds and large institutions have $547M invested in Fidelity MSCI Financials Index ETF in 2018 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 57 increasing their positions, 53 reducing their positions, and 14 closing their positions.

Holders
150
Holders Change
+5
Holders Change %
+3.45%
% of All Funds
3.43%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
19
Increased
57
Reduced
53
Closed
14
Calls
$274K
Puts
–
Net Calls
+$274K
Net Calls Change
+$274K

Top Buyers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$11.7M
2
Jane Street
2
Jane Street
New York
$5.15M
3
BCI
3
Brinker Capital Investments
Pennsylvania
$13.1M
4
Lido Advisors
4
Lido Advisors
California
$14M
5
FPGK
5
Financial Partners Group (Kansas)
Kansas
$4.87M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$33.5M
2
BFA
2
Beaumont Financial Advisors
Massachusetts
$25.1M
3
LTFS
3
Ladenburg Thalmann Financial Services
Florida
$12.5M
4
FI
4
FormulaFolio Investments
Michigan
$41.5M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$8.58M
Name Market Value Shares Shares
Change 		Shares
Change %
CM
51
Cornerstone Management
Georgia
$1.09M 27,098 +632 +2%
UBS Group
52
UBS Group
Switzerland
$1.07M 26,488 -12,301 -32%
UCFA
53
United Capital Financial Advisors
Texas
$1.02M 25,158 +2,049 +9%
RCAG
54
Rehmann Capital Advisory Group
Michigan
$1.01M 25,036 -3,114 -11%
AI
55
Atria Investments
North Carolina
$1.01M 25,014 -3,722 -13%
Royal Bank of Canada
56
Royal Bank of Canada
Ontario, Canada
$1.01M 24,988 +22,614 +953%
Cerity Partners
57
Cerity Partners
New York
$1M 24,815 – –
AG
58
Advisor Group
Arizona
$983K 24,380 +2,630 +12%
APA
59
American Portfolios Advisors
New York
$955K 23,674 +3,313 +16%
CAN
60
Cetera Advisor Networks
California
$913K 22,565 +6,080 +37%
SSWM
61
Smith Salley Wealth Management
North Carolina
$866K 21,466 +1,486 +7%
CPA
62
Court Place Advisors
Maryland
$844K 20,921 +2,375 +13%
Barclays
63
Barclays
United Kingdom
$778K 19,300 +6,000 +45%
DLCIG
64
D.L. Carlson Investment Group
New Hampshire
$762K 18,895 -1,124 -6%
FA
65
FMA Advisory
Pennsylvania
$755K 18,717 +259 +1%
WWM
66
Willingdon Wealth Management
North Carolina
$754K 18,692 +1,007 +6%
BCM
67
Beck Capital Management
Texas
$733K 18,163 -589 -3%
GRP
68
Global Retirement Partners
California
$731K 18,135 -1,817 -9%
LA
69
Lynch & Associates
Indiana
$697K 17,273 +1,439 +9%
PAG
70
Private Advisor Group
New Jersey
$680K 16,298 -1,398 -8%
AWA
71
ARS Wealth Advisors
Florida
$668K 16,560 -824 -5%
LNC
72
Lincoln National Corp
Pennsylvania
$629K 15,590 +4,652 +43%
CA
73
Cetera Advisors
Colorado
$608K 15,071 -3,700 -20%
SS
74
Sunbelt Securities
Texas
$588K 14,572 -1,213 -8%
1WA
75
180 Wealth Advisors
Washington
$574K 14,226 -80 -0.6%
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