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Fidelity MSCI Financials Index ETF
FNCL

Overview Fund Activity

176 hedge funds and large institutions have $461M invested in Fidelity MSCI Financials Index ETF in 2023 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 60 increasing their positions, 45 reducing their positions, and 16 closing their positions.

Holders
176
Holders Change
–
Holders Change %
0%
% of All Funds
2.81%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
18
Increased
60
Reduced
45
Closed
16
Calls
$1.29M
Puts
$1K
Net Calls
+$1.28M
Net Calls Change
-$3.69M

Top Buyers

1
Lido Advisors
1
Lido Advisors
California
$91.5M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$4.62M
3
EWA
3
EP Wealth Advisors
California
$1.95M
4
PWMG
4
Pinnacle Wealth Management Group
Michigan
$1.51M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$5.33M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$1.12M
2
KAS
2
Kestra Advisory Services
Texas
$3M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$3.13M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$3.97M
5
RA
5
RFG Advisory
Alabama
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CPSAC
101
Chas P. Smith & Associates (CPS)
Florida
$203K 4,351 – –
CM
102
Cornerstone Management
Georgia
$201K 4,326 – –
BCA
103
Bray Capital Advisors
Florida
$159K 3,405 – –
MHR
104
Matthew Hamilton Rosenberg
$136K 2,928 – –
CG
105
Cutler Group
California
$135K 2,900 +2,700 +1,350%
Comerica Bank
106
Comerica Bank
Texas
$135K 2,889 +2,889 New
GWM
107
Geneos Wealth Management
Colorado
$113K 2,427 – –
Franklin Resources
108
Franklin Resources
California
$107K 2,306 – –
VNA
109
Valley National Advisers
Pennsylvania
$106K 2,267 – –
EWM
110
EPG Wealth Management
Georgia
$93.3K 2,003 +7 +0.4%
UBS Group
111
UBS Group
Switzerland
$91.1K 1,957 +253 +15%
Qube Research & Technologies (QRT)
112
Qube Research & Technologies (QRT)
United Kingdom
$87.6K 1,882 +761 +68%
WBC
113
West Branch Capital
Massachusetts
$80.5K 1,730 – –
BWL
114
Bogart Wealth LLC
Virginia
$71.9K 1,544 – –
SPIA
115
Steward Partners Investment Advisory
New York
$68.7K 1,476 -500 -25%
GRP
116
Global Retirement Partners
California
$65.7K 1,437 – –
PNC Financial Services Group
117
PNC Financial Services Group
Pennsylvania
$65K 1,397 -680 -33%
FP
118
Financial Perspectives
Minnesota
$58.4K 1,255 +3 +0.2%
BC
119
Belmont Capital
California
$49.6K 1,065 -1 -0.1%
OIA
120
Optimum Investment Advisors
Illinois
$46.6K 1,000 – –
TWC
121
TD Waterhouse Canada
Ontario, Canada
$46.1K 1,000 – –
HI
122
Harbour Investments
Wisconsin
$45.5K 978 -379 -28%
SWM
123
Sanctuary Wealth Management
Idaho
$45K 966 +554 +134%
LWCFA
124
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$41.1K 881 – –
CIAS
125
Capital Investment Advisory Services
North Carolina
$35.6K 764 +1 +0.1%
3 4
5
6 7