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Fidelity MSCI Financials Index ETF
FNCL

Overview Fund Activity

196 hedge funds and large institutions have $632M invested in Fidelity MSCI Financials Index ETF in 2021 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 69 increasing their positions, 51 reducing their positions, and 17 closing their positions.

Holders
196
Holders Change
+12
Holders Change %
+6.52%
% of All Funds
3.03%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
35
Increased
69
Reduced
51
Closed
17
Calls
$1K
Puts
–
Net Calls
+$1K
Net Calls Change
-$580K

Top Buyers

1
CWM
1
Congress Wealth Management
Massachusetts
$23.2M
2
IA
2
IFP Advisors
Florida
$4.17M
3
FSC
3
Full Sail Capital
Oklahoma
$31.4M
4
NA
4
NewEdge Advisors
Louisiana
$3.12M
5
Bank of America
5
Bank of America
North Carolina
$6.89M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$108M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$21M
3
FIM
3
Freedom Investment Management
Connecticut
$7.5M
4
BCM
4
Brookstone Capital Management
Illinois
$26.2M
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SPC
51
Sigma Planning Corp
Michigan
$1.85M 33,004 +3,731 +13%
Northwestern Mutual Wealth Management
52
Northwestern Mutual Wealth Management
Wisconsin
$1.82M 32,509 +3,907 +14%
RSWM
53
Robertson Stephens Wealth Management
California
$1.8M 32,157 -299 -0.9%
PGWM
54
Pitti Group Wealth Management
New York
$1.66M 29,732 +29,732 New
BCA
55
Bray Capital Advisors
Florida
$1.64M 29,305 – –
HCA
56
Heck Capital Advisors
Wisconsin
$1.62M 28,967 +8,620 +42%
MML Investors Services
57
MML Investors Services
Massachusetts
$1.47M 26,331 -10,050 -28%
PPA
58
Parametric Portfolio Associates
Washington
$1.44M 25,721 +6,238 +32%
Truist Financial
59
Truist Financial
North Carolina
$1.42M 25,445 -1,652 -6%
CAN
60
Cetera Advisor Networks
California
$1.37M 24,446 +3,013 +14%
LA
61
Lynch & Associates
Indiana
$1.32M 23,664 +1,296 +6%
SW
62
SVB Wealth
Massachusetts
$1.31M 23,498 -850 -3%
VC
63
Vicus Capital
Pennsylvania
$1.29M 22,740 +4,394 +24%
FA
64
Faithward Advisors
Pennsylvania
$1.28M 22,916 -376 -2%
FTUS
65
Flow Traders U.S.
New York
$1.27M 22,703 -9,615 -30%
EWM
66
EPG Wealth Management
Georgia
$1.23M 22,057 +645 +3%
SWM
67
Spire Wealth Management
Virginia
$1.22M 21,770 +402 +2%
CM
68
Cornerstone Management
Georgia
$1.19M 21,206 – –
OMC
69
Old Mission Capital
Illinois
$1.15M 20,468 +20,468 New
RBFC
70
Roman Butler Fullerton & Co
Missouri
$1.14M 20,326 +1,671 +9%
LG
71
Leuthold Group
Minnesota
$1.09M 19,519 +7,147 +58%
Barclays
72
Barclays
United Kingdom
$1.08M 19,300 -19 -0.1%
PA
73
PFG Advisors
Arizona
$1.06M 18,972 +1,822 +11%
SS
74
Sunbelt Securities
Texas
$1.01M 17,382 +4,090 +31%
Goldman Sachs
75
Goldman Sachs
New York
$999K 17,868 -5,437 -23%
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