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Fidelity MSCI Financials Index ETF
FNCL

Overview Fund Activity

256 hedge funds and large institutions have $822M invested in Fidelity MSCI Financials Index ETF in 2025 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 100 increasing their positions, 57 reducing their positions, and 22 closing their positions.

Holders
256
Holders Change
+13
Holders Change %
+5.35%
% of All Funds
3.48%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.05%
New
41
Increased
100
Reduced
57
Closed
22
Calls
$487K
Puts
–
Net Calls
+$487K
Net Calls Change
+$487K

Top Buyers

1
Lido Advisors
1
Lido Advisors
California
$176M
2
PCS
2
Personal CFO Solutions
New Jersey
$7.72M
3
AM
3
AGF Management
Ontario, Canada
$57.6M
4
LPL Financial
4
LPL Financial
California
$19.8M
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$3.48M

Top Sellers

1
Kovitz Investment Group Partners
1
Kovitz Investment Group Partners
Illinois
$6.22M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$14M
3
Charles Schwab
3
Charles Schwab
California
$129M
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$5.14M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$41M
Name Holding Trade Value Shares
Change 		Shares
Change %
RRCM
76
Rappaport Reiches Capital Management
Illinois
$987K +$4.1K +59 +0.4%
SF
77
Summit Financial
New Jersey
$968K +$7.51K +108 +0.8%
CGH
78
Crossmark Global Holdings
Texas
$960K +$960K +13,808 New
TCM
79
Traynor Capital Management
Pennsylvania
$942K -$14K -202 -1%
Creative Planning
80
Creative Planning
Kansas
$890K +$6.67K +96 +0.8%
GCM
81
G2 Capital Management
Ohio
$868K – – –
WWM
82
Western Wealth Management
Colorado
$859K +$209 +3 +0%
GJIA
83
Glass Jacobson Investment Advisors
Maryland
$857K – – –
MF
84
Montis Financial
Massachusetts
$831K +$151K +2,175 +22%
FTUS
85
Flow Traders U.S.
New York
$788K +$788K +11,337 New
MFG
86
Merit Financial Group
Georgia
$783K -$27.5K -396 -3%
NWM
87
Nova Wealth Management
Florida
$771K +$216K +3,105 +39%
SS
88
Sunbelt Securities
Texas
$763K +$12.4K +178 +2%
BCA
89
Bay Colony Advisors
Massachusetts
$755K +$108K +1,567 +17%
GGS
90
Galvin Gaustad & Stein
Arizona
$713K -$180K -2,588 -20%
AIA
91
AssuredPartners Investment Advisors
Florida
$708K +$7.79K +112 +1%
Wealth Enhancement Advisory Services
92
Wealth Enhancement Advisory Services
Minnesota
$704K +$53K +763 +8%
Truist Financial
93
Truist Financial
North Carolina
$701K +$2.92K +42 +0.4%
Fisher Asset Management
94
Fisher Asset Management
Washington
$670K +$111K +1,593 +20%
Renaissance Technologies
95
Renaissance Technologies
New York
$667K -$216K -3,100 -24%
Mercer Global Advisors
96
Mercer Global Advisors
Colorado
$637K +$117K +1,680 +22%
WIA
97
World Investment Advisors
California
$635K +$2.64K +38 +0.4%
ANBT
98
American National Bank & Trust
Texas
$607K +$172K +2,467 +39%
Jones Financial Companies
99
Jones Financial Companies
Missouri
$597K +$192K +2,794 +47%
CPA
100
Court Place Advisors
Maryland
$593K +$20.2K +290 +4%
2 3
4
5 6