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Fidelity MSCI Financials Index ETF
FNCL

Overview Fund Activity

184 hedge funds and large institutions have $678M invested in Fidelity MSCI Financials Index ETF in 2021 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 64 increasing their positions, 56 reducing their positions, and 15 closing their positions.

Holders
184
Holders Change
+9
Holders Change %
+5.14%
% of All Funds
3.23%
Holding in Top 10
1
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-80%
% of All Funds
0.02%
New
26
Increased
64
Reduced
56
Closed
15
Calls
$581K
Puts
–
Net Calls
+$581K
Net Calls Change
+$412K

Top Buyers

1
BCM
1
Brookstone Capital Management
Illinois
$30.5M
2
Lido Advisors
2
Lido Advisors
California
$67.7M
3
BFA
3
Beaumont Financial Advisors
Massachusetts
$9.82M
4
EFL
4
ERn Financial LLC
Wisconsin
$4.83M
5
FSC
5
Full Sail Capital
Oklahoma
$27.3M

Top Sellers

1
EF
1
Empowered Funds
Pennsylvania
$0
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$36.6M
3
QAM
3
Q3 Asset Management
Michigan
$0
4
FIM
4
Freedom Investment Management
Connecticut
$22.1M
5
HI
5
Harbour Investments
Wisconsin
$325K
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
51
Fidelity Investments
Massachusetts
$1.63M 30,281 +5,689 +23%
BCA
52
Bray Capital Advisors
Florida
$1.57M 29,305 – –
SPC
53
Sigma Planning Corp
Michigan
$1.57M 29,273 +1,595 +6%
Northwestern Mutual Wealth Management
54
Northwestern Mutual Wealth Management
Wisconsin
$1.54M 28,602 -1,072 -4%
Truist Financial
55
Truist Financial
North Carolina
$1.46M 27,097 -5,039 -16%
LNC
56
Lincoln National Corp
Pennsylvania
$1.38M 25,689 -9,347 -27%
SW
57
SVB Wealth
Massachusetts
$1.31M 24,348 – –
Goldman Sachs
58
Goldman Sachs
New York
$1.25M 23,305 -26,371 -53%
FA
59
Faithward Advisors
Pennsylvania
$1.25M 23,292 +23,292 New
LA
60
Lynch & Associates
Indiana
$1.2M 22,368 +73 +0.3%
CAN
61
Cetera Advisor Networks
California
$1.15M 21,433 +2,239 +12%
EWM
62
EPG Wealth Management
Georgia
$1.15M 21,412 -340 -2%
SWM
63
Spire Wealth Management
Virginia
$1.15M 21,368 -2,350 -10%
CM
64
Cornerstone Management
Georgia
$1.14M 21,206 – –
ASN
65
Advisory Services Network
Georgia
$1.14M 21,199 +368 +2%
HCA
66
Heck Capital Advisors
Wisconsin
$1.09M 20,347 +1,395 +7%
RBFC
67
Roman Butler Fullerton & Co
Missouri
$1.06M 18,655 -210 -1%
PPA
68
Parametric Portfolio Associates
Washington
$1.05M 19,483 +3,407 +21%
Barclays
69
Barclays
United Kingdom
$1.04M 19,319 -122 -0.6%
VC
70
Vicus Capital
Pennsylvania
$985K 18,346 -1,061 -5%
MA
71
Mutual Advisors
Nebraska
$968K 18,022 -20,819 -54%
TCM
72
Traynor Capital Management
Pennsylvania
$929K 17,310 +205 +1%
PA
73
PFG Advisors
Arizona
$921K 17,150 -665 -4%
PP
74
Professional Planning
California
$895K 16,688 +469 +3%
WA
75
WBH Advisory
Maryland
$893K 16,641 +16,641 New
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3
4 5