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Fidelity MSCI Financials Index ETF
FNCL

Overview Fund Activity

133 hedge funds and large institutions have $169M invested in Fidelity MSCI Financials Index ETF in 2020 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 34 increasing their positions, 47 reducing their positions, and 30 closing their positions.

Holders
133
Holders Change
-14
Holders Change %
-9.52%
% of All Funds
2.94%
Holding in Top 10
–
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
–
New
20
Increased
34
Reduced
47
Closed
30
Calls
–
Puts
$2K
Net Calls
-$2K
Net Calls Change
-$2K

Top Buyers

1
FI
1
FormulaFolio Investments
Michigan
$14.5M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$4.63M
3
TRCT
3
Tower Research Capital (TRC)
New York
$2.81M
4
BFPW
4
BOK Financial Private Wealth
Colorado
$2.68M
5
Jane Street
5
Jane Street
New York
$2.22M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$3.22M
2
BFA
2
Beaumont Financial Advisors
Massachusetts
$0
3
FAAS
3
First Allied Advisory Services
California
$0
4
HighTower Advisors
4
HighTower Advisors
Illinois
$1.63M
5
SCP
5
Silverleafe Capital Partners
Tennessee
$0
Name Market Value Shares Shares
Change 		Shares
Change %
UBS Group
76
UBS Group
Switzerland
$174K 5,911 +1,552 +36%
Northwestern Mutual Wealth Management
77
Northwestern Mutual Wealth Management
Wisconsin
$169K 5,767 +2,409 +72%
GWM
78
Geneos Wealth Management
Colorado
$142K 4,792 -451 -9%
PAA
79
Peregrine Asset Advisers
Oregon
$142K 4,837 +4,837 New
VFA
80
Valeo Financial Advisors
Indiana
$132K 4,005 – –
Deutsche Bank
81
Deutsche Bank
Germany
$116K 3,938 +2,274 +137%
Bank of Montreal
82
Bank of Montreal
Ontario, Canada
$99K 3,503 +1,098 +46%
Citigroup
83
Citigroup
New York
$92K 3,148 – –
MHR
84
Matthew Hamilton Rosenberg
$86K 2,927 +2,927 New
FHA
85
Flagship Harbor Advisors
Massachusetts
$77K 2,630 +834 +46%
OPS
86
Orion Portfolio Solutions
Nebraska
$74K 2,504 +1,822 +267%
EFSCE
87
Enterprise Financial Services Corp (EFSC)
Missouri
$68K 2,300 – –
CG
88
Cutler Group
California
$61K 2,100 +300 +17%
GEA
89
Glen Eagle Advisors
New Jersey
$53.7K 1,827 -45 -2%
SPIA
90
Steward Partners Investment Advisory
New York
$44K 1,500 – –
BBHC
91
Brown Brothers Harriman & Co
New York
$41K 1,380 – –
SSB
92
Sandy Spring Bank
Maryland
$41K 1,399 +81 +6%
TPWA
93
TRUE Private Wealth Advisors
Oregon
$39K 1,339 – –
RFWA
94
RPg Family Wealth Advisory
Massachusetts
$38.1K 1,298 -80 -6%
CIAS
95
Capital Investment Advisory Services
North Carolina
$38K 1,302 +1,302 New
APA
96
American Portfolios Advisors
New York
$32.7K 1,113 -9,385 -89%
CFGS
97
Concourse Financial Group Securities
Alabama
$31K 1,046 – –
OIA
98
Optimum Investment Advisors
Illinois
$29K 1,000 – –
AA
99
Advisory Alpha
Michigan
$23K 765 -9 -1%
AWA
100
Arkadios Wealth Advisors
Georgia
$20.8K 709 -159 -18%
2 3
4
5 6