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Fidelity MSCI Financials Index ETF
FNCL

Overview Fund Activity

175 hedge funds and large institutions have $648M invested in Fidelity MSCI Financials Index ETF in 2021 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 80 increasing their positions, 39 reducing their positions, and 15 closing their positions.

Holders
175
Holders Change
+7
Holders Change %
+4.17%
% of All Funds
3.06%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.09%
New
23
Increased
80
Reduced
39
Closed
15
Calls
$452K
Puts
$283K
Net Calls
+$169K
Net Calls Change
+$169K

Top Buyers

1
EF
1
Empowered Funds
Pennsylvania
$24.4M
2
NAM
2
NorthCoast Asset Management
Connecticut
$14.4M
3
KAS
3
Kestra Advisory Services
Texas
$19.4M
4
SHIM
4
Stone House Investment Management
Pennsylvania
$5.87M
5
QAM
5
Q3 Asset Management
Michigan
$5.69M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$169M
2
BFA
2
Beaumont Financial Advisors
Massachusetts
$2.1M
3
ST
3
Spinnaker Trust
Maine
$1.38M
4
FP
4
Financial Perspectives
Minnesota
$24.4K
5
FTUS
5
Flow Traders U.S.
New York
$384K
Name Market Value Shares Shares
Change 		Shares
Change %
Truist Financial
51
Truist Financial
North Carolina
$1.68M 32,136 -1,139 -3%
SSWM
52
Smith Salley Wealth Management
North Carolina
$1.63M 31,133 +2,152 +7%
AIC
53
Ameritas Investment Company
Nebraska
$1.61M 28,743 +26,766 +1,354%
Northwestern Mutual Wealth Management
54
Northwestern Mutual Wealth Management
Wisconsin
$1.55M 29,674 +2,178 +8%
BCA
55
Bray Capital Advisors
Florida
$1.53M 29,305 – –
KPWS
56
Kestra Private Wealth Services
Texas
$1.53M 29,181 +731 +3%
SPC
57
Sigma Planning Corp
Michigan
$1.45M 27,678 -7,143 -21%
ST
58
Spinnaker Trust
Maine
$1.38M 26,309 -34,507 -57%
Fidelity Investments
59
Fidelity Investments
Massachusetts
$1.29M 24,592 +2,893 +13%
SW
60
SVB Wealth
Massachusetts
$1.27M 24,348 -3,017 -11%
SWM
61
Spire Wealth Management
Virginia
$1.23M 23,718 +234 +1%
RIA
62
Regal Investment Advisors
Michigan
$1.2M 22,826 +22,826 New
HAS
63
HBW Advisory Services
California
$1.18M 22,509 +22,509 New
LA
64
Lynch & Associates
Indiana
$1.17M 22,295 +1,032 +5%
EWM
65
EPG Wealth Management
Georgia
$1.14M 21,752 +10,655 +96%
CM
66
Cornerstone Management
Georgia
$1.11M 21,206 – –
ASN
67
Advisory Services Network
Georgia
$1.09M 20,831 +1,068 +5%
ACA
68
Atlas Capital Advisors
Wyoming
$1.07M 20,526 +1,356 +7%
Barclays
69
Barclays
United Kingdom
$1.02M 19,441 +141 +0.7%
VC
70
Vicus Capital
Pennsylvania
$1.02M 19,407 -1,749 -8%
CAN
71
Cetera Advisor Networks
California
$1.01M 19,194 +13,341 +228%
HCA
72
Heck Capital Advisors
Wisconsin
$992K 18,952 -411 -2%
RBFC
73
Roman Butler Fullerton & Co
Missouri
$988K 18,865 +1,910 +11%
AWA
74
Arkadios Wealth Advisors
Georgia
$987K 18,868 +11,884 +170%
PA
75
PFG Advisors
Arizona
$933K 17,815 +3,314 +23%
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3
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