FNCL icon

Fidelity MSCI Financials Index ETF
FNCL

Overview Fund Activity

174 hedge funds and large institutions have $426M invested in Fidelity MSCI Financials Index ETF in 2023 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 46 increasing their positions, 70 reducing their positions, and 36 closing their positions.

Holders
174
Holders Change
-23
Holders Change %
-11.68%
% of All Funds
2.79%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
19
Increased
46
Reduced
70
Closed
36
Calls
$641K
Puts
–
Net Calls
+$641K
Net Calls Change
-$275K

Top Buyers

1
KAS
1
Kestra Advisory Services
Texas
$12.6M
2
CW
2
Connectus Wealth
Ohio
$5.06M
3
CI
3
CX Institutional
Indiana
$4.67M
4
Lido Advisors
4
Lido Advisors
California
$68.9M
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$3.32M

Top Sellers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$1.9M
2
VC
2
Vicus Capital
Pennsylvania
$0
3
PCS
3
Personal CFO Solutions
New Jersey
$0
4
Citadel Advisors
4
Citadel Advisors
Florida
$3.9M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.87M
Name Market Value Shares Shares
Change 		Shares
Change %
BAM
101
Belpointe Asset Management
Nevada
$153K 3,386 -4 -0.1%
MHR
102
Matthew Hamilton Rosenberg
$132K 2,927 – –
HI
103
Harbour Investments
Wisconsin
$122K 2,716 – –
EWM
104
EPG Wealth Management
Georgia
$121K 2,689 -23,996 -90%
VNA
105
Valley National Advisers
Pennsylvania
$105K 2,267 – –
Franklin Resources
106
Franklin Resources
California
$104K 2,306 – –
SHIM
107
Stone House Investment Management
Pennsylvania
$100K 2,226 +2,226 New
SPIA
108
Steward Partners Investment Advisory
New York
$97.7K 2,167 +656 +43%
WBC
109
West Branch Capital
Massachusetts
$78K 1,730 -505 -23%
KTC
110
Kistler-Tiffany Companies
Pennsylvania
$78K 1,730 +2 +0.1%
PNC Financial Services Group
111
PNC Financial Services Group
Pennsylvania
$77.9K 1,727 +200 +13%
GRP
112
Global Retirement Partners
California
$63.3K 1,437 +1,437 New
AIP
113
Ahrens Investment Partners
Louisiana
$60.6K 1,344 +1,344 New
UBS Group
114
UBS Group
Switzerland
$58.1K 1,288 -5,812 -82%
FP
115
Financial Perspectives
Minnesota
$56.4K 1,250 +5 +0.4%
OIA
116
Optimum Investment Advisors
Illinois
$45.1K 1,000 – –
TWC
117
TD Waterhouse Canada
Ontario, Canada
$45K 1,000 – –
Bank of Montreal
118
Bank of Montreal
Ontario, Canada
$38.8K 861 – –
PFA
119
Pathway Financial Advisers
Indiana
$36.1K 802 +77 +11%
IA
120
IFP Advisors
Florida
$35.9K 885 +52 +6%
CIAS
121
Capital Investment Advisory Services
North Carolina
$34.4K 762 +1 +0.1%
AA
122
Addison Advisors
Vermont
$33.5K 743 – –
AWM
123
Accel Wealth Management
Iowa
$31.2K 691 – –
SWM
124
Spire Wealth Management
Virginia
$28.5K 632 +14 +2%
GWM
125
Geneos Wealth Management
Colorado
$28.2K 626 -1,801 -74%
3 4
5
6 7