FNCL icon

Fidelity MSCI Financials Index ETF
FNCL

Overview Fund Activity

174 hedge funds and large institutions have $426M invested in Fidelity MSCI Financials Index ETF in 2023 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 46 increasing their positions, 70 reducing their positions, and 36 closing their positions.

Holders
174
Holders Change
-23
Holders Change %
-11.68%
% of All Funds
2.79%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
19
Increased
46
Reduced
70
Closed
36
Calls
$641K
Puts
–
Net Calls
+$641K
Net Calls Change
-$275K

Top Buyers

1
KAS
1
Kestra Advisory Services
Texas
$12.6M
2
CW
2
Connectus Wealth
Ohio
$5.06M
3
CI
3
CX Institutional
Indiana
$4.67M
4
Lido Advisors
4
Lido Advisors
California
$68.9M
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$3.32M

Top Sellers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$1.9M
2
VC
2
Vicus Capital
Pennsylvania
$0
3
PCS
3
Personal CFO Solutions
New Jersey
$0
4
Citadel Advisors
4
Citadel Advisors
Florida
$3.9M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.87M
Name Market Value Shares Shares
Change 		Shares
Change %
PAG
76
Private Advisor Group
New Jersey
$484K 10,728 -1,219 -10%
CF
77
Centaurus Financial
California
$473K 10,498 +1,477 +16%
BCM
78
Brookstone Capital Management
Illinois
$452K 9,744 -21,594 -69%
CM
79
Cornerstone Management
Georgia
$434K 9,623 -10,168 -51%
Koshinski Asset Management
80
Koshinski Asset Management
Illinois
$404K 8,951 -304 -3%
Thrivent Financial for Lutherans
81
Thrivent Financial for Lutherans
Minnesota
$387K 8,588 -2,919 -25%
MP
82
McDonald Partners
Ohio
$352K 7,800 – –
FIM
83
Freedom Investment Management
Connecticut
$348K 7,716 -3,415 -31%
BCA
84
Bay Colony Advisors
Massachusetts
$341K 7,642 -20 -0.3%
RCA
85
Reitz Capital Advisors
Michigan
$321K 7,115 -110 -2%
SS
86
Sunbelt Securities
Texas
$316K 7,079 -6,326 -47%
CICI
87
Capital Investment Counsel Inc
North Carolina
$291K 6,458 -700 -10%
BCI
88
Brinker Capital Investments
Pennsylvania
$289K 6,408 -35,805 -85%
OPS
89
Orion Portfolio Solutions
Nebraska
$289K 6,408 -6,217 -49%
DLCIG
90
D.L. Carlson Investment Group
New Hampshire
$285K 6,324 +11 +0.2%
DBRC
91
D.B. Root & Company
Pennsylvania
$270K 5,983 – –
EWA
92
EP Wealth Advisors
California
$264K 12,433 +12,433 New
WA
93
WBH Advisory
Maryland
$254K 5,642 +5,642 New
RWA
94
River Wealth Advisors
Pennsylvania
$247K 5,469 +672 +14%
Creative Planning
95
Creative Planning
Kansas
$246K 5,455 -150 -3%
SAM
96
Secure Asset Management
Michigan
$237K 5,251 +955 +22%
TFA
97
Transamerica Financial Advisors
Florida
$232K 5,131 +261 +5%
FFL
98
Financial Freedom LLC
Ohio
$225K 4,992 +28 +0.6%
ACM
99
Advisors Capital Management
New Jersey
$216K 4,793 +4,793 New
Citigroup
100
Citigroup
New York
$210K 4,648 +1,834 +65%
2 3
4
5 6