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Fidelity MSCI Financials Index ETF
FNCL

Overview Fund Activity

186 hedge funds and large institutions have $548M invested in Fidelity MSCI Financials Index ETF in 2024 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 67 increasing their positions, 55 reducing their positions, and 22 closing their positions.

Holders
186
Holders Change
-9
Holders Change %
-4.62%
% of All Funds
2.71%
Holding in Top 10
–
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-100%
% of All Funds
–
New
18
Increased
67
Reduced
55
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Kovitz Investment Group Partners
1
Kovitz Investment Group Partners
Illinois
$11.3M
2
ACA
2
Aptus Capital Advisors
Alabama
$8.94M
3
Lido Advisors
3
Lido Advisors
California
$137M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$5.15M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$5.69M

Top Sellers

1
QAM
1
Q3 Asset Management
Michigan
$0
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$5.66M
3
Charles Schwab
3
Charles Schwab
California
$118M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$7.06M
5
LNC
5
Lincoln National Corp
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MG
76
Mather Group
Illinois
$472K 7,954 +6,413 +416%
Bank of New York Mellon
77
Bank of New York Mellon
New York
$464K 8,002 -1 -0%
MP
78
McDonald Partners
Ohio
$452K 7,800 – –
FFL
79
Financial Freedom LLC
Ohio
$449K 7,747 +2,021 +35%
KeyBank National Association
80
KeyBank National Association
Ohio
$448K 7,732 -1,830 -19%
NA
81
NewEdge Advisors
Louisiana
$447K 7,720 +422 +6%
SS
82
Sunbelt Securities
Texas
$438K 7,553 +667 +10%
Creative Planning
83
Creative Planning
Kansas
$417K 7,189 +997 +16%
PAG
84
Private Advisor Group
New Jersey
$392K 6,757 -2,766 -29%
OMC
85
Old Mission Capital
Illinois
$388K 6,700 +6,700 New
Renaissance Technologies
86
Renaissance Technologies
New York
$371K 6,400 -6,900 -52%
Janney Montgomery Scott
87
Janney Montgomery Scott
Pennsylvania
$369K 6,374 -356 -5%
MA
88
Mutual Advisors
Nebraska
$362K 5,887 -389 -6%
CICI
89
Capital Investment Counsel Inc
North Carolina
$352K 6,079 +221 +4%
DBRC
90
D.B. Root & Company
Pennsylvania
$347K 5,983 – –
CM
91
Cornerstone Management
Georgia
$336K 5,796 +867 +18%
AFAS
92
Acorn Financial Advisory Services
Virginia
$334K 5,764 +1,255 +28%
BCG
93
Breakwater Capital Group
New Jersey
$327K 5,650 – –
PSF
94
Pacific Sun Financial
California
$323K 5,572 +11 +0.2%
UBS Group
95
UBS Group
Switzerland
$315K 5,430 -7,938 -59%
WA
96
WBH Advisory
Maryland
$314K 5,422 – –
Fisher Asset Management
97
Fisher Asset Management
Washington
$291K 5,025 +540 +12%
LWM
98
LongView Wealth Management
Georgia
$269K 4,650 +4,650 New
RWA
99
River Wealth Advisors
Pennsylvania
$266K 4,586 -5 -0.1%
CAM
100
Cresset Asset Management
Illinois
$266K 4,583 +923 +25%
2 3
4
5 6