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Fidelity MSCI Financials Index ETF
FNCL

Overview Fund Activity

243 hedge funds and large institutions have $1.06B invested in Fidelity MSCI Financials Index ETF in 2024 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 85 increasing their positions, 49 reducing their positions, and 11 closing their positions.

Holders
243
Holders Change
+44
Holders Change %
+22.11%
% of All Funds
3.24%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
58
Increased
85
Reduced
49
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AM
1
AGF Management
Ontario, Canada
$51.6M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$43.5M
3
SPIA
3
Strategic Point Investment Advisors
Rhode Island
$14.1M
4
FFS
4
Fischer Financial Services
Pennsylvania
$10.5M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$19M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$132M
2
PCS
2
Personal CFO Solutions
New Jersey
$0
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$3.18M
4
QAM
4
Q3 Asset Management
Michigan
$10.9M
5
ASN
5
Advisory Services Network
Georgia
$4.67M
Name Market Value Shares Shares
Change 		Shares
Change %
RSWM
51
Robertson Stephens Wealth Management
California
$1.79M 26,035 +1,395 +6%
VWM
52
VCI Wealth Management
Missouri
$1.77M 25,745 +4,017 +18%
BFA
53
Beaumont Financial Advisors
Massachusetts
$1.7M 24,739 +2,689 +12%
UBS Group
54
UBS Group
Switzerland
$1.68M 24,497 +532 +2%
Cetera Investment Advisers
55
Cetera Investment Advisers
Illinois
$1.52M 22,061 +5,763 +35%
LA
56
Lifeworks Advisors
Michigan
$1.49M 21,720 +3,577 +20%
Raymond James Financial
57
Raymond James Financial
Florida
$1.36M 19,820 +19,820 New
AWS
58
Atria Wealth Solutions
New York
$1.36M 19,735 -1,421 -7%
BWM
59
Birchcreek Wealth Management
Ohio
$1.32M 19,219 +438 +2%
AFM
60
Aspetuck Financial Management
Connecticut
$1.26M 18,385 +18,385 New
Royal Bank of Canada
61
Royal Bank of Canada
Ontario, Canada
$1.22M 17,819 -6,148 -26%
RPGK
62
Retirement Planning Group (Kansas)
Kansas
$1.1M 16,081 – –
ACA
63
Atlas Capital Advisors
Wyoming
$1.08M 15,731 – –
MWM
64
Meridian Wealth Management
Kentucky
$1.04M 15,101 -3,172 -17%
RRCM
65
Rappaport Reiches Capital Management
Illinois
$970K 14,131 +770 +6%
SF
66
Summit Financial
New Jersey
$949K 13,821 +294 +2%
PA
67
PFG Advisors
Arizona
$947K 13,783 +63 +0.5%
TCM
68
Traynor Capital Management
Pennsylvania
$945K 13,755 -1,109 -7%
BWM
69
Buska Wealth Management
Wisconsin
$935K 13,607 +13,607 New
Pathstone Holdings
70
Pathstone Holdings
New Jersey
$921K 13,407 +150 +1%
SPC
71
Sigma Planning Corp
Michigan
$893K 13,002 +3,200 +33%
GGS
72
Galvin Gaustad & Stein
Arizona
$882K 12,839 -633 -5%
Creative Planning
73
Creative Planning
Kansas
$873K 12,709 +3,983 +46%
Renaissance Technologies
74
Renaissance Technologies
New York
$872K 12,700 +3,400 +37%
Citigroup
75
Citigroup
New York
$870K 12,661 +1,021 +9%
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