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Fidelity MSCI Financials Index ETF
FNCL

Overview Fund Activity

251 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 23 closing their positions.

Holders
251
Holders Change
-5
Holders Change %
-1.95%
% of All Funds
3.37%
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
23
Calls
$133K
Puts
$81K
Net Calls
+$52K
Net Calls Change
-$435K

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
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$6.95M
3
ASN
3
Advisory Services Network
Georgia
$599K
4
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$0
5
LPL Financial
5
LPL Financial
California
$18.2M
Name Market Value Shares Shares
Change 		Shares
Change %
ASN
101
Advisory Services Network
Georgia
$599K 8,061 -60,790 -88%
CF
102
Centaurus Financial
California
$598K 8,082 -424 -5%
Pathstone Holdings
103
Pathstone Holdings
New Jersey
$594K 8,016 -6,513 -45%
Bank of New York Mellon
104
Bank of New York Mellon
New York
$592K 8,001 -389 -5%
RF
105
Roxbury Financial
New Jersey
$588K 7,944 +294 +4%
VPW
106
Variant Private Wealth
Virginia
$574K 7,751 +27 +0.3%
Mercer Global Advisors
107
Mercer Global Advisors
Colorado
$573K 7,739 -1,427 -16%
LWM
108
LongView Wealth Management
Georgia
$560K 7,562 +569 +8%
PCA
109
Pallas Capital Advisors
Massachusetts
$550K 7,430 -37 -0.5%
FFL
110
Financial Freedom LLC
Ohio
$538K 7,261 +20 +0.3%
EFS
111
Essex Financial Services
Connecticut
$534K 7,218 -434 -6%
CM
112
Cornerstone Management
Georgia
$526K 7,110 +942 +15%
PWA
113
Prairie Wealth Advisors
Nebraska
$522K 7,045 +195 +3%
PPWM
114
Paragon Private Wealth Management
Kentucky
$515K 6,955 +780 +13%
WS
115
Wedbush Securities
California
$502K 6,782 +2,152 +46%
WA
116
WBH Advisory
Maryland
$501K 6,760 +1,495 +28%
MP
117
McDonald Partners
Ohio
$481K 6,500 -1,300 -17%
Janney Montgomery Scott
118
Janney Montgomery Scott
Pennsylvania
$476K 6,432 +161 +3%
JWCA
119
J.W. Cole Advisors
Florida
$474K 6,404 +6,404 New
MCM
120
McRae Capital Management
New Jersey
$452K 6,110 +6,110 New
IA
121
IFP Advisors
Florida
$450K 6,071 -1,567 -21%
BCG
122
Breakwater Capital Group
New Jersey
$442K 5,966 -4 -0.1%
RA
123
RFG Advisory
Alabama
$435K 5,870 +2,470 +73%
MA
124
Mutual Advisors
Nebraska
$424K 5,588 -107 -2%
BI
125
Beckerman Institutional
New Jersey
$420K 5,673 -20 -0.4%
3 4
5
6 7