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Fidelity MSCI Financials Index ETF
FNCL

Overview Fund Activity

199 hedge funds and large institutions have $627M invested in Fidelity MSCI Financials Index ETF in 2024 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 61 increasing their positions, 59 reducing their positions, and 14 closing their positions.

Holders
199
Holders Change
+13
Holders Change %
+6.99%
% of All Funds
2.88%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
28
Increased
61
Reduced
59
Closed
14
Calls
$32K
Puts
$204K
Net Calls
-$172K
Net Calls Change
-$172K

Top Buyers

1
VC
1
Vicus Capital
Pennsylvania
$17.4M
2
QAM
2
Q3 Asset Management
Michigan
$14.1M
3
AM
3
AGF Management
Ontario, Canada
$30.9M
4
PCS
4
Personal CFO Solutions
New Jersey
$5.23M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$8.55M

Top Sellers

1
ACA
1
Aptus Capital Advisors
Alabama
$27.8K
2
Lido Advisors
2
Lido Advisors
California
$145M
3
Citadel Advisors
3
Citadel Advisors
Florida
$303K
4
Charles Schwab
4
Charles Schwab
California
$128M
5
LPL Financial
5
LPL Financial
California
$6.64M
Name Market Value Shares Shares
Change 		Shares
Change %
CPA
76
Court Place Advisors
Maryland
$545K 8,537 +170 +2%
CF
77
Centaurus Financial
California
$534K 8,370 -198 -2%
PCA
78
Pallas Capital Advisors
Massachusetts
$526K 7,898 – –
Bank of New York Mellon
79
Bank of New York Mellon
New York
$511K 8,002 – –
SS
80
Sunbelt Securities
Texas
$505K 7,916 +363 +5%
FIM
81
Freedom Investment Management
Connecticut
$500K 7,837 -2,589 -25%
MP
82
McDonald Partners
Ohio
$498K 7,800 – –
NA
83
NewEdge Advisors
Louisiana
$494K 7,741 +21 +0.3%
FFL
84
Financial Freedom LLC
Ohio
$486K 7,607 -140 -2%
PAG
85
Private Advisor Group
New Jersey
$432K 6,767 +10 +0.1%
OMC
86
Old Mission Capital
Illinois
$422K 6,612 -88 -1%
KeyBank National Association
87
KeyBank National Association
Ohio
$409K 6,404 -1,328 -17%
Janney Montgomery Scott
88
Janney Montgomery Scott
Pennsylvania
$407K 6,374 – –
MA
89
Mutual Advisors
Nebraska
$397K 5,960 +73 +1%
Fisher Asset Management
90
Fisher Asset Management
Washington
$384K 6,017 +992 +20%
BCG
91
Breakwater Capital Group
New Jersey
$381K 5,970 +320 +6%
DBRC
92
D.B. Root & Company
Pennsylvania
$380K 5,950 -33 -0.6%
CICI
93
Capital Investment Counsel Inc
North Carolina
$375K 5,880 -199 -3%
PSF
94
Pacific Sun Financial
California
$372K 5,818 +246 +4%
CM
95
Cornerstone Management
Georgia
$370K 5,796 – –
AFAS
96
Acorn Financial Advisory Services
Virginia
$368K 5,765 +1 +0%
BI
97
Beckerman Institutional
New Jersey
$353K 5,527 +5,527 New
WA
98
WBH Advisory
Maryland
$336K 5,265 -157 -3%
LWM
99
LongView Wealth Management
Georgia
$318K 4,980 +330 +7%
Citadel Advisors
100
Citadel Advisors
Florida
$303K 4,740 -74,540 -94%
2 3
4
5 6