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Fidelity MSCI Financials Index ETF
FNCL

Overview Fund Activity

243 hedge funds and large institutions have $1.06B invested in Fidelity MSCI Financials Index ETF in 2024 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 85 increasing their positions, 49 reducing their positions, and 11 closing their positions.

Holders
243
Holders Change
+44
Holders Change %
+22.11%
% of All Funds
3.24%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
58
Increased
85
Reduced
49
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AM
1
AGF Management
Ontario, Canada
$51.6M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$43.5M
3
SPIA
3
Strategic Point Investment Advisors
Rhode Island
$14.1M
4
FFS
4
Fischer Financial Services
Pennsylvania
$10.5M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$19M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$132M
2
PCS
2
Personal CFO Solutions
New Jersey
$0
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$3.18M
4
QAM
4
Q3 Asset Management
Michigan
$10.9M
5
ASN
5
Advisory Services Network
Georgia
$4.67M
Name Market Value Shares Shares
Change 		Shares
Change %
GCM
76
G2 Capital Management
Ohio
$857K 12,479 – –
GJIA
77
Glass Jacobson Investment Advisors
Maryland
$857K 12,479 +106 +0.9%
WWM
78
Western Wealth Management
Colorado
$849K 12,356 +3 +0%
MFG
79
Merit Financial Group
Georgia
$801K 11,664 -4,171 -26%
SS
80
Sunbelt Securities
Texas
$741K 10,803 +2,887 +36%
AIA
81
AssuredPartners Investment Advisors
Florida
$692K 10,071 +10,071 New
Truist Financial
82
Truist Financial
North Carolina
$690K 10,040 +10,040 New
MF
83
Montis Financial
Massachusetts
$671K 9,776 +273 +3%
PAS
84
PKS Advisory Services
New York
$664K 13,023 +13,023 New
BCA
85
Bay Colony Advisors
Massachusetts
$647K 9,415 +468 +5%
Wealth Enhancement Advisory Services
86
Wealth Enhancement Advisory Services
Minnesota
$643K 9,369 +91 +1%
WIA
87
World Investment Advisors
California
$625K 9,099 +35 +0.4%
CF
88
Centaurus Financial
California
$590K 8,584 +214 +3%
BCI
89
Blue Capital Inc
Nebraska
$580K 8,450 +8,450 New
CPA
90
Court Place Advisors
Maryland
$566K 8,237 -300 -4%
Fisher Asset Management
91
Fisher Asset Management
Washington
$553K 8,049 +2,032 +34%
Bank of New York Mellon
92
Bank of New York Mellon
New York
$550K 8,002 – –
NWM
93
Nova Wealth Management
Florida
$548K 7,979 +7,979 New
MP
94
McDonald Partners
Ohio
$536K 7,800 – –
PCA
95
Pallas Capital Advisors
Massachusetts
$536K 7,798 -100 -1%
VPW
96
Variant Private Wealth
Virginia
$528K 7,692 +7,692 New
FFL
97
Financial Freedom LLC
Ohio
$521K 7,589 -18 -0.2%
Mercer Global Advisors
98
Mercer Global Advisors
Colorado
$514K 7,486 -12,265 -62%
NA
99
NewEdge Advisors
Louisiana
$512K 7,454 -287 -4%
TWM
100
Tanager Wealth Management
United Kingdom
$503K 7,323 +7,323 New
2 3
4
5 6