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Fidelity MSCI Financials Index ETF
FNCL

Overview Fund Activity

194 hedge funds and large institutions have $619M invested in Fidelity MSCI Financials Index ETF in 2022 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 72 increasing their positions, 52 reducing their positions, and 27 closing their positions.

Holders
194
Holders Change
-2
Holders Change %
-1.02%
% of All Funds
3.07%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
28
Increased
72
Reduced
52
Closed
27
Calls
$380K
Puts
–
Net Calls
+$380K
Net Calls Change
+$379K

Top Buyers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$20.5M
2
CW
2
Connectus Wealth
Ohio
$16.1M
3
VC
3
Vicus Capital
Pennsylvania
$14M
4
BCM
4
Beaumont Capital Management
Massachusetts
$7.01M
5
PCS
5
Personal CFO Solutions
New Jersey
$6.02M

Top Sellers

1
BCM
1
Brookstone Capital Management
Illinois
$1.66M
2
BFA
2
Beaumont Financial Advisors
Massachusetts
$0
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$9.06M
4
KAS
4
Kestra Advisory Services
Texas
$16.1M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$8.9M
Name Market Value Shares Shares
Change 		Shares
Change %
Goldman Sachs
51
Goldman Sachs
New York
$2.06M 37,944 +20,076 +112%
Northwestern Mutual Wealth Management
52
Northwestern Mutual Wealth Management
Wisconsin
$1.96M 36,189 +3,680 +11%
KPWS
53
Kestra Private Wealth Services
Texas
$1.95M 36,041 +728 +2%
FIM
54
Freedom Investment Management
Connecticut
$1.87M 34,516 -99,656 -74%
SPC
55
Sigma Planning Corp
Michigan
$1.84M 33,948 +944 +3%
RSWM
56
Robertson Stephens Wealth Management
California
$1.74M 32,157 – –
SSWM
57
Smith Salley Wealth Management
North Carolina
$1.7M 31,448 -5,127 -14%
BCM
58
Brookstone Capital Management
Illinois
$1.66M 31,409 -416,596 -93%
CAN
59
Cetera Advisor Networks
California
$1.65M 30,511 +6,065 +25%
PGWM
60
Pitti Group Wealth Management
New York
$1.62M 29,953 +221 +0.7%
BCA
61
Bray Capital Advisors
Florida
$1.59M 29,305 – –
PPA
62
Parametric Portfolio Associates
Washington
$1.58M 29,089 +3,368 +13%
WWM
63
Western Wealth Management
Colorado
$1.52M 27,982 +14,634 +110%
SIA
64
Soltis Investment Advisors
Utah
$1.51M 27,939 +27,939 New
MML Investors Services
65
MML Investors Services
Massachusetts
$1.46M 27,003 +672 +3%
EWM
66
EPG Wealth Management
Georgia
$1.33M 24,601 +2,544 +12%
LA
67
Lynch & Associates
Indiana
$1.31M 24,196 +532 +2%
RBFC
68
Roman Butler Fullerton & Co
Missouri
$1.27M 23,488 +3,162 +16%
FA
69
Faithward Advisors
Pennsylvania
$1.24M 22,879 -37 -0.2%
SWM
70
Spire Wealth Management
Virginia
$1.2M 21,451 -319 -1%
SW
71
SVB Wealth
Massachusetts
$1.15M 21,228 -2,270 -10%
CM
72
Cornerstone Management
Georgia
$1.15M 21,206 – –
FTUS
73
Flow Traders U.S.
New York
$1.04M 19,243 -3,460 -15%
Truist Financial
74
Truist Financial
North Carolina
$993K 18,330 -7,115 -28%
MA
75
Mutual Advisors
Nebraska
$992K 18,316 +536 +3%
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3
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