FNCL icon

Fidelity MSCI Financials Index ETF
FNCL

Overview Fund Activity

252 hedge funds and large institutions have $854M invested in Fidelity MSCI Financials Index ETF in 2025 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 85 increasing their positions, 86 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
252
Holders Change
-4
Holders Change %
-1.56%
% of All Funds
3.38%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
25
Increased
85
Reduced
86
Closed
25
Calls
$837K
Puts
$81K
Net Calls
+$756K
Net Calls Change
+$269K

Top Buyers

1
Kovitz Investment Group Partners
1
Kovitz Investment Group Partners
Illinois
$16M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$7.03M
3
BCM
3
Beaumont Capital Management
Massachusetts
$6.16M
4
MWM
4
Modern Wealth Management
Kansas
$10.2M
5
Ameriprise
5
Ameriprise
Minnesota
$7.7M

Top Sellers

1
AM
1
AGF Management
Ontario, Canada
$42.9M
2
QAM
2
Q3 Asset Management
Michigan
$0
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$6.95M
4
ASN
4
Advisory Services Network
Georgia
$599K
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SCA
51
Snowden Capital Advisors
New York
$2.08M -$19.8K -267 -0.9%
ACA
52
Aspire Capital Advisors
Washington
$2.02M -$1.59M -21,502 -44%
Citigroup
53
Citigroup
New York
$2.01M -$142K -1,920 -7%
KPWM
54
KDK Private Wealth Management
Texas
$1.93M -$44.9K -607 -2%
AWS
55
Atria Wealth Solutions
New York
$1.92M -$1.32M -17,518 -41%
RSWM
56
Robertson Stephens Wealth Management
California
$1.82M -$103K -1,395 -5%
Cetera Investment Advisers
57
Cetera Investment Advisers
Illinois
$1.77M +$43.2K +584 +3%
AAS
58
Ameritas Advisory Services
Nebraska
$1.74M -$501K -6,771 -22%
Goldman Sachs
59
Goldman Sachs
New York
$1.68M +$1.06M +14,252 +169%
AFM
60
Aspetuck Financial Management
Connecticut
$1.59M -$29.3K -396 -2%
SPC
61
Sigma Planning Corp
Michigan
$1.54M -$168K -2,271 -10%
Royal Bank of Canada
62
Royal Bank of Canada
Ontario, Canada
$1.52M -$741K -10,016 -33%
BWM
63
Birchcreek Wealth Management
Ohio
$1.45M +$74.7K +1,009 +5%
Raymond James Financial
64
Raymond James Financial
Florida
$1.39M -$33.3K -450 -2%
QCM
65
Quantinno Capital Management
New York
$1.37M +$178K +2,401 +15%
RPGK
66
Retirement Planning Group (Kansas)
Kansas
$1.34M +$145K +1,952 +12%
GVAG
67
Great Valley Advisor Group
Delaware
$1.31M -$152K -2,049 -10%
MWM
68
Meridian Wealth Management
Kentucky
$1.23M +$7.18K +97 +0.6%
ACA
69
Atlas Capital Advisors
Wyoming
$1.16M – – –
PAG
70
Private Advisor Group
New Jersey
$1.12M -$1.09M -14,682 -49%
Fisher Asset Management
71
Fisher Asset Management
Washington
$1.09M +$375K +5,063 +53%
BCI
72
Blue Capital Inc
Nebraska
$1.07M +$1.07M +14,392 New
TCM
73
Traynor Capital Management
Pennsylvania
$1.02M +$6.93K +93 +0.7%
Creative Planning
74
Creative Planning
Kansas
$1.01M +$58.5K +790 +6%
T
75
Tableaux
Massachusetts
$1M +$1M +17,756 New
1 2
3
4 5