FNCL icon

Fidelity MSCI Financials Index ETF
FNCL

Overview Fund Activity

176 hedge funds and large institutions have $459M invested in Fidelity MSCI Financials Index ETF in 2023 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 47 increasing their positions, 70 reducing their positions, and 18 closing their positions.

Holders
176
Holders Change
+2
Holders Change %
+1.15%
% of All Funds
2.78%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
22
Increased
47
Reduced
70
Closed
18
Calls
$4.98M
Puts
–
Net Calls
+$4.98M
Net Calls Change
+$4.34M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$31.6M
2
Lido Advisors
2
Lido Advisors
California
$88.5M
3
QS
3
Quantitative Strategies
California
$5.89M
4
CW
4
Connectus Wealth
Ohio
$8.14M
5
AM
5
AGF Management
Ontario, Canada
$5.39M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$531K
2
EWA
2
EP Wealth Advisors
California
$1.97M
3
KAS
3
Kestra Advisory Services
Texas
$5.01M
4
CI
4
CX Institutional
Indiana
$604K
5
EFM
5
Eley Financial Management
Vermont
$0
Name Market Value Shares Shares
Change 		Shares
Change %
TCM
51
Traynor Capital Management
Pennsylvania
$1.08M 23,023 -828 -3%
MFG
52
Merit Financial Group
Georgia
$1.08M 22,996 -177 -0.8%
RA
53
RFG Advisory
Alabama
$1.06M 22,507 -30,801 -58%
FA
54
Faithward Advisors
Pennsylvania
$964K 19,639 -947 -5%
SPC
55
Sigma Planning Corp
Michigan
$883K 18,753 -10,477 -36%
SCA
56
Snowden Capital Advisors
New York
$863K 18,325 +2,405 +15%
Mercer Global Advisors
57
Mercer Global Advisors
Colorado
$727K 15,453 -619 -4%
GCM
58
G2 Capital Management
Ohio
$715K 15,187 – –
RJT
59
Raymond James Trust
Florida
$696K 14,777 -9,423 -39%
WWM
60
Western Wealth Management
Colorado
$651K 13,828 +5 +0%
PCH
61
PGIM Custom Harvest
New Jersey
$630K 13,390 – –
RRCM
62
Rappaport Reiches Capital Management
Illinois
$615K 13,066 +77 +0.6%
CI
63
CX Institutional
Indiana
$604K 12,822 -90,730 -88%
ACA
64
Atlas Capital Advisors
Wyoming
$582K 12,369 -4,036 -25%
SW
65
SVB Wealth
Massachusetts
$569K 12,089 -162 -1%
C
66
CEDRUS
Colorado
$536K 11,395 +14 +0.1%
KeyBank National Association
67
KeyBank National Association
Ohio
$531K 11,284 -1,041 -8%
RJFSA
68
Raymond James Financial Services Advisors
Florida
$531K 11,272 -397,739 -97%
BCI
69
Brinker Capital Investments
Pennsylvania
$501K 10,654 +4,246 +66%
OPS
70
Orion Portfolio Solutions
Nebraska
$501K 10,654 +4,246 +66%
PAG
71
Private Advisor Group
New Jersey
$494K 10,487 -241 -2%
CPA
72
Court Place Advisors
Maryland
$454K 9,637 -3,600 -27%
MML Investors Services
73
MML Investors Services
Massachusetts
$446K 9,467 -7,957 -46%
GJIA
74
Glass Jacobson Investment Advisors
Maryland
$445K 9,449 +9,449 New
CF
75
Centaurus Financial
California
$403K 8,559 -1,939 -18%
1 2
3
4 5