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Fidelity MSCI Financials Index ETF
FNCL

Overview Fund Activity

176 hedge funds and large institutions have $461M invested in Fidelity MSCI Financials Index ETF in 2023 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 60 increasing their positions, 45 reducing their positions, and 16 closing their positions.

Holders
176
Holders Change
–
Holders Change %
0%
% of All Funds
2.81%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
18
Increased
60
Reduced
45
Closed
16
Calls
$1.29M
Puts
$1K
Net Calls
+$1.28M
Net Calls Change
-$3.69M

Top Buyers

1
Lido Advisors
1
Lido Advisors
California
$91.5M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$4.62M
3
EWA
3
EP Wealth Advisors
California
$1.95M
4
PWMG
4
Pinnacle Wealth Management Group
Michigan
$1.51M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$5.33M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$1.12M
2
KAS
2
Kestra Advisory Services
Texas
$3M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$3.13M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$3.97M
5
RA
5
RFG Advisory
Alabama
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of New York Mellon
76
Bank of New York Mellon
New York
$373K 8,005 +8,005 New
MP
77
McDonald Partners
Ohio
$363K 7,800 – –
BCA
78
Bay Colony Advisors
Massachusetts
$363K 7,793 +1 +0%
SS
79
Sunbelt Securities
Texas
$345K 7,400 +391 +6%
Thrivent Financial for Lutherans
80
Thrivent Financial for Lutherans
Minnesota
$325K 6,976 -90 -1%
NA
81
NewEdge Advisors
Louisiana
$317K 6,817 -1,487 -18%
Creative Planning
82
Creative Planning
Kansas
$315K 6,771 +999 +17%
Citigroup
83
Citigroup
New York
$313K 6,732 +438 +7%
SFC
84
SYM Financial Corp
Indiana
$292K 6,265 +6,265 New
DBRC
85
D.B. Root & Company
Pennsylvania
$279K 5,983 – –
CICI
86
Capital Investment Counsel Inc
North Carolina
$275K 5,908 – –
MML Investors Services
87
MML Investors Services
Massachusetts
$271K 5,816 -3,651 -39%
WA
88
WBH Advisory
Maryland
$267K 5,728 +86 +2%
PSF
89
Pacific Sun Financial
California
$260K 5,579 -780 -12%
PIA
90
Panoramic Investment Advisors
Colorado
$249K 5,355 +5,355 New
RJA
91
Raymond James & Associates
Florida
$248K 5,318 +5,318 New
BCI
92
Brinker Capital Investments
Pennsylvania
$247K 5,305 -5,349 -50%
OPS
93
Orion Portfolio Solutions
Nebraska
$247K 5,305 -5,349 -50%
DAS
94
Dynamic Advisor Solutions
Arizona
$245K 5,265 -2,805 -35%
ACM
95
Advisors Capital Management
New Jersey
$237K 5,100 +67 +1%
FFL
96
Financial Freedom LLC
Ohio
$235K 5,042 +23 +0.5%
VFA
97
Valeo Financial Advisors
Indiana
$234K 5,030 +5,030 New
RWA
98
River Wealth Advisors
Pennsylvania
$229K 4,920 -708 -13%
Wealth Enhancement Advisory Services
99
Wealth Enhancement Advisory Services
Minnesota
$213K 4,577 +4,577 New
CAN
100
Cetera Advisor Networks
California
$206K 4,434 -1,011 -19%
2 3
4
5 6