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Fidelity MSCI Financials Index ETF
FNCL

Overview Fund Activity

252 hedge funds and large institutions have $854M invested in Fidelity MSCI Financials Index ETF in 2025 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 85 increasing their positions, 86 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
252
Holders Change
-4
Holders Change %
-1.56%
% of All Funds
3.38%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
25
Increased
85
Reduced
86
Closed
25
Calls
$837K
Puts
$81K
Net Calls
+$756K
Net Calls Change
+$269K

Top Buyers

1
Kovitz Investment Group Partners
1
Kovitz Investment Group Partners
Illinois
$16M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$7.03M
3
BCM
3
Beaumont Capital Management
Massachusetts
$6.16M
4
MWM
4
Modern Wealth Management
Kansas
$10.2M
5
Ameriprise
5
Ameriprise
Minnesota
$7.7M

Top Sellers

1
AM
1
AGF Management
Ontario, Canada
$42.9M
2
QAM
2
Q3 Asset Management
Michigan
$0
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$6.95M
4
ASN
4
Advisory Services Network
Georgia
$599K
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
NWM
76
Nova Wealth Management
Florida
$989K +$169K +2,278 +21%
CGH
77
Crossmark Global Holdings
Texas
$972K -$50.6K -683 -5%
MML Investors Services
78
MML Investors Services
Massachusetts
$971K -$2.79M -37,641 -74%
SF
79
Summit Financial
New Jersey
$949K -$82.4K -1,113 -8%
NA
80
NewEdge Advisors
Louisiana
$947K -$230K -3,112 -20%
Jones Financial Companies
81
Jones Financial Companies
Missouri
$942K +$305K +4,157 +48%
GCM
82
G2 Capital Management
Ohio
$924K – – –
WWM
83
Western Wealth Management
Colorado
$915K +$222 +3 +0%
GJIA
84
Glass Jacobson Investment Advisors
Maryland
$903K -$20.5K -277 -2%
AWM
85
Axxcess Wealth Management
California
$902K +$506K +6,831 +128%
Wealth Enhancement Advisory Services
86
Wealth Enhancement Advisory Services
Minnesota
$804K +$40K +530 +5%
Truist Financial
87
Truist Financial
North Carolina
$784K +$37.8K +510 +5%
MFG
88
Merit Financial Group
Georgia
$777K -$57.3K -774 -7%
SS
89
Sunbelt Securities
Texas
$742K -$12.2K -178 -2%
ANBT
90
American National Bank & Trust
Texas
$719K +$72.9K +984 +11%
MF
91
Montis Financial
Massachusetts
$719K -$166K -2,243 -19%
BCA
92
Bay Colony Advisors
Massachusetts
$718K -$95.4K -1,288 -12%
WIA
93
World Investment Advisors
California
$713K +$36.9K +499 +5%
AIA
94
AssuredPartners Investment Advisors
Florida
$705K -$49.2K -664 -7%
AFAS
95
Acorn Financial Advisory Services
Virginia
$701K +$179K +2,415 +34%
P
96
&Partners
Tennessee
$683K +$131K +1,774 +24%
GGS
97
Galvin Gaustad & Stein
Arizona
$652K -$107K -1,450 -14%
BFWA
98
Benchmark Financial Wealth Advisors
Florida
$648K +$648K +8,756 New
CPA
99
Court Place Advisors
Maryland
$617K -$13.8K -187 -2%
PSF
100
Pacific Sun Financial
California
$614K +$23.2K +313 +4%
2 3
4
5 6