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Fidelity MSCI Financials Index ETF
FNCL

Overview Fund Activity

195 hedge funds and large institutions have $568M invested in Fidelity MSCI Financials Index ETF in 2024 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 55 increasing their positions, 63 reducing their positions, and 23 closing their positions.

Holders
195
Holders Change
+4
Holders Change %
+2.09%
% of All Funds
2.83%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
27
Increased
55
Reduced
63
Closed
23
Calls
$316K
Puts
–
Net Calls
+$316K
Net Calls Change
+$47K

Top Buyers

1
QAM
1
Q3 Asset Management
Michigan
$16.1M
2
CW
2
Connectus Wealth
Ohio
$12.1M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$6.74M
4
AM
4
AGF Management
Ontario, Canada
$14.8M
5
Citadel Advisors
5
Citadel Advisors
Florida
$4.28M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$4.18M
2
Morgan Stanley
2
Morgan Stanley
New York
$14M
3
GGS
3
Galvin Gaustad & Stein
Arizona
$1.68M
4
AWM
4
AE Wealth Management
Kansas
$3.15M
5
Charles Schwab
5
Charles Schwab
California
$124M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of New York Mellon
76
Bank of New York Mellon
New York
$475K 8,003 – –
PCA
77
Pallas Capital Advisors
Massachusetts
$473K 7,970 -31 -0.4%
Citigroup
78
Citigroup
New York
$468K 7,886 -915 -10%
MP
79
McDonald Partners
Ohio
$463K 7,800 – –
WIA
80
World Investment Advisors
California
$443K 7,465 +7,465 New
NA
81
NewEdge Advisors
Louisiana
$434K 7,298 -301 -4%
FIM
82
Freedom Investment Management
Connecticut
$409K 6,889 +1,028 +18%
SS
83
Sunbelt Securities
Texas
$409K 6,886 +301 +5%
Susquehanna International Group
84
Susquehanna International Group
Pennsylvania
$407K 6,845 -1,757 -20%
Wealth Enhancement Advisory Services
85
Wealth Enhancement Advisory Services
Minnesota
$406K 6,842 +570 +9%
Janney Montgomery Scott
86
Janney Montgomery Scott
Pennsylvania
$400K 6,730 +689 +11%
MA
87
Mutual Advisors
Nebraska
$373K 6,276 -17,658 -74%
Creative Planning
88
Creative Planning
Kansas
$368K 6,192 -684 -10%
DBRC
89
D.B. Root & Company
Pennsylvania
$355K 5,983 – –
HAS
90
HBW Advisory Services
California
$349K 6,525 – –
CICI
91
Capital Investment Counsel Inc
North Carolina
$348K 5,858 – –
FFL
92
Financial Freedom LLC
Ohio
$340K 5,726 +663 +13%
BCG
93
Breakwater Capital Group
New Jersey
$336K 5,650 +5,650 New
PSF
94
Pacific Sun Financial
California
$330K 5,561 -15 -0.3%
WA
95
WBH Advisory
Maryland
$322K 5,422 -13 -0.2%
SAM
96
Secure Asset Management
Michigan
$315K 5,304 +46 +0.9%
CA
97
Cetera Advisors
Colorado
$296K 4,991 +4,991 New
CM
98
Cornerstone Management
Georgia
$293K 4,929 +603 +14%
FFS
99
Founders Financial Securities
Maryland
$275K 4,630 -217 -4%
RWA
100
River Wealth Advisors
Pennsylvania
$273K 4,591 -34 -0.7%
2 3
4
5 6