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Fidelity MSCI Financials Index ETF
FNCL

Overview Fund Activity

184 hedge funds and large institutions have $678M invested in Fidelity MSCI Financials Index ETF in 2021 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 64 increasing their positions, 56 reducing their positions, and 15 closing their positions.

Holders
184
Holders Change
+9
Holders Change %
+5.14%
% of All Funds
3.23%
Holding in Top 10
1
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-80%
% of All Funds
0.02%
New
26
Increased
64
Reduced
56
Closed
15
Calls
$581K
Puts
–
Net Calls
+$581K
Net Calls Change
+$412K

Top Buyers

1
BCM
1
Brookstone Capital Management
Illinois
$30.5M
2
Lido Advisors
2
Lido Advisors
California
$67.7M
3
BFA
3
Beaumont Financial Advisors
Massachusetts
$9.82M
4
EFL
4
ERn Financial LLC
Wisconsin
$4.83M
5
FSC
5
Full Sail Capital
Oklahoma
$27.3M

Top Sellers

1
EF
1
Empowered Funds
Pennsylvania
$0
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$36.6M
3
QAM
3
Q3 Asset Management
Michigan
$0
4
FIM
4
Freedom Investment Management
Connecticut
$22.1M
5
HI
5
Harbour Investments
Wisconsin
$325K
Name Market Value Shares Shares
Change 		Shares
Change %
MG
101
Mather Group
Illinois
$405K 7,551 +7,551 New
FA
102
Fortis Advisors
Pennsylvania
$369K 6,874 -273 -4%
CF
103
Centaurus Financial
California
$368K 6,861 +867 +14%
AA
104
Advisory Alpha
Michigan
$365K 6,803 +6,803 New
TGAM
105
TBH Global Asset Management
Tennessee
$353K 6,567 -1,050 -14%
DBRC
106
D.B. Root & Company
Pennsylvania
$351K 6,545 – –
DLCIG
107
D.L. Carlson Investment Group
New Hampshire
$336K 6,264 -591 -9%
HI
108
Harbour Investments
Wisconsin
$325K 6,057 -60,348 -91%
PSF
109
Pacific Sun Financial
California
$304K 5,665 +5,665 New
SB
110
Strategic Blueprint
Georgia
$302K 5,634 -1,487 -21%
CPSAC
111
Chas P. Smith & Associates (CPS)
Florida
$285K 5,316 -40 -0.7%
Creative Planning
112
Creative Planning
Kansas
$282K 5,253 +5,253 New
PCS
113
Personal CFO Solutions
New Jersey
$274K 5,103 +724 +17%
UCFA
114
United Capital Financial Advisors
Texas
$267K 4,972 -583 -10%
RWA
115
River Wealth Advisors
Pennsylvania
$262K 4,876 +527 +12%
Cetera Investment Advisers
116
Cetera Investment Advisers
Illinois
$242K 4,508 +134 +3%
AB
117
Atlas Brown
Kentucky
$238K 4,428 +16 +0.4%
GWM
118
Geneos Wealth Management
Colorado
$236K 4,332 +103 +2%
ACM
119
Advisors Capital Management
New Jersey
$231K 4,294 -53 -1%
KIA
120
KCM Investment Advisors
California
$226K 4,214 +4,214 New
AIP
121
Ahrens Investment Partners
Louisiana
$222K 4,127 -288 -7%
WBC
122
West Branch Capital
Massachusetts
$219K 4,072 -210 -5%
ICG
123
InterOcean Capital Group
Tennessee
$213K 3,971 -1,493 -27%
AIS
124
AM Investment Strategies
Tennessee
$211K 3,936 +12 +0.3%
CH
125
Canton Hathaway
Rhode Island
$211K 3,930 +600 +18%
3 4
5
6 7