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Fidelity MSCI Financials Index ETF
FNCL

Overview Fund Activity

176 hedge funds and large institutions have $459M invested in Fidelity MSCI Financials Index ETF in 2023 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 47 increasing their positions, 70 reducing their positions, and 18 closing their positions.

Holders
176
Holders Change
+2
Holders Change %
+1.15%
% of All Funds
2.78%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
22
Increased
47
Reduced
70
Closed
18
Calls
$4.98M
Puts
–
Net Calls
+$4.98M
Net Calls Change
+$4.34M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$31.6M
2
Lido Advisors
2
Lido Advisors
California
$88.5M
3
QS
3
Quantitative Strategies
California
$5.89M
4
CW
4
Connectus Wealth
Ohio
$8.14M
5
AM
5
AGF Management
Ontario, Canada
$5.39M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$531K
2
EWA
2
EP Wealth Advisors
California
$1.97M
3
KAS
3
Kestra Advisory Services
Texas
$5.01M
4
CI
4
CX Institutional
Indiana
$604K
5
EFM
5
Eley Financial Management
Vermont
$0
Name Market Value Shares Shares
Change 		Shares
Change %
NA
76
NewEdge Advisors
Louisiana
$391K 8,304 -8,458 -50%
DAS
77
Dynamic Advisor Solutions
Arizona
$380K 8,070 +8,070 New
MP
78
McDonald Partners
Ohio
$367K 7,800 – –
BCA
79
Bay Colony Advisors
Massachusetts
$367K 7,792 +150 +2%
RCA
80
Reitz Capital Advisors
Michigan
$335K 7,115 – –
Thrivent Financial for Lutherans
81
Thrivent Financial for Lutherans
Minnesota
$333K 7,066 -1,522 -18%
Jane Street
82
Jane Street
New York
$330K 7,016 -26,628 -79%
SS
83
Sunbelt Securities
Texas
$330K 7,009 -70 -1%
Citigroup
84
Citigroup
New York
$296K 6,294 +1,646 +35%
PSF
85
Pacific Sun Financial
California
$287K 6,359 +6,359 New
DBRC
86
D.B. Root & Company
Pennsylvania
$282K 5,983 – –
SAM
87
Secure Asset Management
Michigan
$279K 5,924 +673 +13%
CICI
88
Capital Investment Counsel Inc
North Carolina
$278K 5,908 -550 -9%
Creative Planning
89
Creative Planning
Kansas
$272K 5,772 +317 +6%
Fisher Asset Management
90
Fisher Asset Management
Washington
$272K 5,769 +5,769 New
WA
91
WBH Advisory
Maryland
$266K 5,642 – –
RWA
92
River Wealth Advisors
Pennsylvania
$265K 5,628 +159 +3%
CAN
93
Cetera Advisor Networks
California
$256K 5,445 -29,619 -84%
TFA
94
Transamerica Financial Advisors
Florida
$241K 5,106 -25 -0.5%
ACM
95
Advisors Capital Management
New Jersey
$237K 5,033 +240 +5%
FFL
96
Financial Freedom LLC
Ohio
$236K 5,019 +27 +0.5%
NF
97
Nvest Financial
New Hampshire
$232K 4,929 -12,547 -72%
Koshinski Asset Management
98
Koshinski Asset Management
Illinois
$223K 4,740 -4,211 -47%
CPSAC
99
Chas P. Smith & Associates (CPS)
Florida
$205K 4,351 +4,351 New
CM
100
Cornerstone Management
Georgia
$204K 4,326 -5,297 -55%
2 3
4
5 6