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Fidelity MSCI Financials Index ETF
FNCL

Overview Fund Activity

256 hedge funds and large institutions have $822M invested in Fidelity MSCI Financials Index ETF in 2025 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 100 increasing their positions, 57 reducing their positions, and 22 closing their positions.

Holders
256
Holders Change
+13
Holders Change %
+5.35%
% of All Funds
3.48%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.05%
New
41
Increased
100
Reduced
57
Closed
22
Calls
$487K
Puts
–
Net Calls
+$487K
Net Calls Change
+$487K

Top Buyers

1
Lido Advisors
1
Lido Advisors
California
$176M
2
PCS
2
Personal CFO Solutions
New Jersey
$7.72M
3
AM
3
AGF Management
Ontario, Canada
$57.6M
4
LPL Financial
4
LPL Financial
California
$19.8M
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$3.48M

Top Sellers

1
Kovitz Investment Group Partners
1
Kovitz Investment Group Partners
Illinois
$6.22M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$14M
3
Charles Schwab
3
Charles Schwab
California
$129M
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$5.14M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$41M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWM
51
Buska Wealth Management
Wisconsin
$2.23M +$1.28M +18,439 +136%
Royal Bank of Canada
52
Royal Bank of Canada
Ontario, Canada
$2.13M +$889K +12,791 +72%
VWM
53
VCI Wealth Management
Missouri
$2.12M +$329K +4,739 +18%
AAS
54
Ameritas Advisory Services
Nebraska
$2.08M +$31.8K +462 +2%
PAG
55
Private Advisor Group
New Jersey
$2.07M +$143K +2,051 +7%
Citigroup
56
Citigroup
New York
$2.02M +$1.14M +16,360 +129%
SCA
57
Snowden Capital Advisors
New York
$1.97M -$53.1K -764 -3%
UBS Group
58
UBS Group
Switzerland
$1.95M +$249K +3,577 +15%
KPWM
59
KDK Private Wealth Management
Texas
$1.85M -$21.6K -311 -1%
RSWM
60
Robertson Stephens Wealth Management
California
$1.81M – – –
BFA
61
Beaumont Financial Advisors
Massachusetts
$1.72M +$4.45K +64 +0.3%
Cetera Investment Advisers
62
Cetera Investment Advisers
Illinois
$1.62M +$87.3K +1,256 +6%
SPC
63
Sigma Planning Corp
Michigan
$1.6M +$698K +10,036 +77%
AFM
64
Aspetuck Financial Management
Connecticut
$1.52M +$243K +3,493 +19%
Citadel Advisors
65
Citadel Advisors
Florida
$1.39M +$1.15M +16,586 +497%
GVAG
66
Great Valley Advisor Group
Delaware
$1.38M +$1.38M +19,801 New
Raymond James Financial
67
Raymond James Financial
Florida
$1.34M -$38.9K -560 -3%
BWM
68
Birchcreek Wealth Management
Ohio
$1.29M -$45.3K -652 -3%
MWM
69
Meridian Wealth Management
Kentucky
$1.14M +$94.3K +1,356 +9%
RPGK
70
Retirement Planning Group (Kansas)
Kansas
$1.12M – – –
QCM
71
Quantinno Capital Management
New York
$1.12M +$1.12M +16,058 New
NA
72
NewEdge Advisors
Louisiana
$1.11M +$588K +8,451 +113%
ACA
73
Atlas Capital Advisors
Wyoming
$1.09M – – –
Pathstone Holdings
74
Pathstone Holdings
New Jersey
$1.02M +$78.6K +1,122 +8%
PA
75
PFG Advisors
Arizona
$1M +$42.5K +612 +4%
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3
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