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Fidelity MSCI Financials Index ETF
FNCL

Overview Fund Activity

184 hedge funds and large institutions have $678M invested in Fidelity MSCI Financials Index ETF in 2021 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 64 increasing their positions, 56 reducing their positions, and 15 closing their positions.

Holders
184
Holders Change
+9
Holders Change %
+5.14%
% of All Funds
3.23%
Holding in Top 10
1
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-80%
% of All Funds
0.02%
New
26
Increased
64
Reduced
56
Closed
15
Calls
$581K
Puts
–
Net Calls
+$581K
Net Calls Change
+$412K

Top Buyers

1
BCM
1
Brookstone Capital Management
Illinois
$30.5M
2
Lido Advisors
2
Lido Advisors
California
$67.7M
3
BFA
3
Beaumont Financial Advisors
Massachusetts
$9.82M
4
EFL
4
ERn Financial LLC
Wisconsin
$4.83M
5
FSC
5
Full Sail Capital
Oklahoma
$27.3M

Top Sellers

1
EF
1
Empowered Funds
Pennsylvania
$0
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$36.6M
3
QAM
3
Q3 Asset Management
Michigan
$0
4
FIM
4
Freedom Investment Management
Connecticut
$22.1M
5
HI
5
Harbour Investments
Wisconsin
$325K
Name Market Value Shares Shares
Change 		Shares
Change %
CPA
76
Court Place Advisors
Maryland
$876K 16,307 +6 +0%
Mercer Global Advisors
77
Mercer Global Advisors
Colorado
$844K 15,717 -1,163 -7%
FA
78
FMA Advisory
Pennsylvania
$828K 15,416 -1,404 -8%
Renaissance Technologies
79
Renaissance Technologies
New York
$816K 15,200 +8,500 +127%
PCH
80
PGIM Custom Harvest
New Jersey
$748K 13,929 – –
Janney Montgomery Scott
81
Janney Montgomery Scott
Pennsylvania
$721K 13,424 -306 -2%
KPW
82
Kore Private Wealth
New York
$699K 13,022 – –
SS
83
Sunbelt Securities
Texas
$683K 13,292 – –
RRCM
84
Rappaport Reiches Capital Management
Illinois
$674K 12,555 +61 +0.5%
LG
85
Leuthold Group
Minnesota
$664K 12,372 +40 +0.3%
PAG
86
Private Advisor Group
New Jersey
$660K 12,292 -704 -5%
OPS
87
Orion Portfolio Solutions
Nebraska
$620K 11,553 -1,049 -8%
Thrivent Financial for Lutherans
88
Thrivent Financial for Lutherans
Minnesota
– – – –
USCWA
89
U.S. Capital Wealth Advisors
Texas
$609K 11,347 +11,347 New
SCA
90
Snowden Capital Advisors
New York
$547K 10,196 +223 +2%
RJFSA
91
Raymond James Financial Services Advisors
Florida
$542K 10,095 +644 +7%
Koshinski Asset Management
92
Koshinski Asset Management
Illinois
$522K 9,722 +3,742 +63%
RCA
93
Reitz Capital Advisors
Michigan
$485K 9,025 -1,965 -18%
DOA
94
D'Orazio & Associates
Virginia
$472K 8,800 – –
PFS
95
Prospera Financial Services
Texas
$452K 8,410 +860 +11%
BCA
96
Bay Colony Advisors
Massachusetts
$449K 8,367 -1,248 -13%
AW
97
ACG Wealth
Georgia
$432K 8,041 +211 +3%
CICI
98
Capital Investment Counsel Inc
North Carolina
$427K 7,958 – –
MP
99
McDonald Partners
Ohio
$419K 7,800 – –
CAG
100
Csenge Advisory Group
Florida
$405K 7,435 +7,435 New
2 3
4
5 6