FNCL icon

Fidelity MSCI Financials Index ETF
FNCL

Overview Fund Activity

183 hedge funds and large institutions have $464M invested in Fidelity MSCI Financials Index ETF in 2022 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 53 increasing their positions, 63 reducing their positions, and 26 closing their positions.

Holders
183
Holders Change
-11
Holders Change %
-5.67%
% of All Funds
3.09%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
17
Increased
53
Reduced
63
Closed
26
Calls
$835K
Puts
–
Net Calls
+$835K
Net Calls Change
+$455K

Top Buyers

1
BCM
1
Brookstone Capital Management
Illinois
$7.14M
2
Charles Schwab
2
Charles Schwab
California
$91.9M
3
TRCT
3
Tower Research Capital (TRC)
New York
$3.66M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$7.85M
5
LPL Financial
5
LPL Financial
California
$11.7M

Top Sellers

1
CW
1
Connectus Wealth
Ohio
$1.98M
2
DWP
2
Destiny Wealth Partners
Florida
$9K
3
VC
3
Vicus Capital
Pennsylvania
$3.52M
4
KAS
4
Kestra Advisory Services
Texas
$5.39M
5
BCM
5
Beaumont Capital Management
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PFS
101
Prospera Financial Services
Texas
$318K 7,112 -882 -11%
AW
102
ACG Wealth
Georgia
$315K 7,062 +450 +7%
Creative Planning
103
Creative Planning
Kansas
$292K 6,533 -12 -0.2%
DLCIG
104
D.L. Carlson Investment Group
New Hampshire
$281K 6,292 +11 +0.2%
DBRC
105
D.B. Root & Company
Pennsylvania
$280K 6,283 – –
PSF
106
Pacific Sun Financial
California
$279K 6,252 +147 +2%
TRIA
107
Trail Ridge Investment Advisors
Colorado
$278K 6,224 +273 +5%
WA
108
WBH Advisory
Maryland
$274K 6,082 -684 -10%
MA
109
Mutual Advisors
Nebraska
$273K 6,110 -12,206 -67%
WCP
110
Welch Capital Partners
New York
$273K 6,125 – –
SIA
111
Soltis Investment Advisors
Utah
$259K 5,813 -22,126 -79%
RWA
112
River Wealth Advisors
Pennsylvania
$226K 5,054 +194 +4%
CPSAC
113
Chas P. Smith & Associates (CPS)
Florida
$225K 5,046 -270 -5%
C
114
CEDRUS
Colorado
$211K 4,718 +4,718 New
UBS Group
115
UBS Group
Switzerland
$208K 4,644 -506 -10%
CH
116
Canton Hathaway
Rhode Island
$175K 3,930 – –
MHR
117
Matthew Hamilton Rosenberg
$133K 2,927 – –
HI
118
Harbour Investments
Wisconsin
$130K 2,921 +2,921 New
BAM
119
Belpointe Asset Management
Nevada
$127K 2,843 +2,843 New
GWM
120
Geneos Wealth Management
Colorado
$109K 2,427 -25 -1%
VNA
121
Valley National Advisers
Pennsylvania
$104K 2,267 – –
Franklin Resources
122
Franklin Resources
California
$103K 2,306 – –
WBC
123
West Branch Capital
Massachusetts
$100K 2,235 -657 -23%
SAM
124
Strategic Asset Management
Minnesota
$94K 2,100 – –
MWM
125
Mascoma Wealth Management
New Hampshire
$85K 1,906 -3,050 -62%
3 4
5
6 7