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Fidelity MSCI Financials Index ETF
FNCL

Overview Fund Activity

199 hedge funds and large institutions have $627M invested in Fidelity MSCI Financials Index ETF in 2024 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 61 increasing their positions, 59 reducing their positions, and 14 closing their positions.

Holders
199
Holders Change
+13
Holders Change %
+6.99%
% of All Funds
2.88%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
28
Increased
61
Reduced
59
Closed
14
Calls
$32K
Puts
$204K
Net Calls
-$172K
Net Calls Change
-$172K

Top Buyers

1
VC
1
Vicus Capital
Pennsylvania
$17.4M
2
QAM
2
Q3 Asset Management
Michigan
$14.1M
3
AM
3
AGF Management
Ontario, Canada
$30.9M
4
PCS
4
Personal CFO Solutions
New Jersey
$5.23M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$8.55M

Top Sellers

1
ACA
1
Aptus Capital Advisors
Alabama
$27.8K
2
Lido Advisors
2
Lido Advisors
California
$145M
3
Citadel Advisors
3
Citadel Advisors
Florida
$303K
4
Charles Schwab
4
Charles Schwab
California
$128M
5
LPL Financial
5
LPL Financial
California
$6.64M
Name Market Value Shares Shares
Change 		Shares
Change %
MWM
51
Meridian Wealth Management
Kentucky
$1.17M 18,273 +18,273 New
LA
52
Lifeworks Advisors
Michigan
$1.16M 18,143 +18,143 New
Cetera Investment Advisers
53
Cetera Investment Advisers
Illinois
$1.04M 16,298 +462 +3%
RPGK
54
Retirement Planning Group (Kansas)
Kansas
$1.03M 16,081 – –
MFG
55
Merit Financial Group
Georgia
$1.01M 15,835 -908 -5%
ACA
56
Atlas Capital Advisors
Wyoming
$1M 15,731 -80 -0.5%
TCM
57
Traynor Capital Management
Pennsylvania
$949K 14,864 -128 -0.9%
RJFSA
58
Raymond James Financial Services Advisors
Florida
$879K 13,762 +3,515 +34%
PA
59
PFG Advisors
Arizona
$876K 13,720 -14,230 -51%
SF
60
Summit Financial
New Jersey
$864K 13,527 +13,527 New
GGS
61
Galvin Gaustad & Stein
Arizona
$860K 13,472 -2,172 -14%
RRCM
62
Rappaport Reiches Capital Management
Illinois
$853K 13,361 +56 +0.4%
Pathstone Holdings
63
Pathstone Holdings
New Jersey
$847K 13,257 -27 -0.2%
GCM
64
G2 Capital Management
Ohio
$797K 12,479 -2,708 -18%
GJIA
65
Glass Jacobson Investment Advisors
Maryland
$790K 12,373 +316 +3%
WWM
66
Western Wealth Management
Colorado
$789K 12,353 -1,487 -11%
PCH
67
PGIM Custom Harvest
New Jersey
$787K 12,319 -1,071 -8%
Citigroup
68
Citigroup
New York
$743K 11,640 +2,553 +28%
SPC
69
Sigma Planning Corp
Michigan
$626K 9,802 +316 +3%
MF
70
Montis Financial
Massachusetts
$607K 9,503 +9,503 New
Renaissance Technologies
71
Renaissance Technologies
New York
$594K 9,300 +2,900 +45%
Wealth Enhancement Advisory Services
72
Wealth Enhancement Advisory Services
Minnesota
$592K 9,278 -1,104 -11%
WIA
73
World Investment Advisors
California
$579K 9,064 +38 +0.4%
BCA
74
Bay Colony Advisors
Massachusetts
$571K 8,947 +619 +7%
Creative Planning
75
Creative Planning
Kansas
$557K 8,726 +1,537 +21%
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