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Fidelity MSCI Financials Index ETF
FNCL

Overview Fund Activity

199 hedge funds and large institutions have $627M invested in Fidelity MSCI Financials Index ETF in 2024 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 61 increasing their positions, 59 reducing their positions, and 14 closing their positions.

Holders
199
Holders Change
+13
Holders Change %
+6.99%
% of All Funds
2.88%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
28
Increased
61
Reduced
59
Closed
14
Calls
$32K
Puts
$204K
Net Calls
-$172K
Net Calls Change
-$172K

Top Buyers

1
VC
1
Vicus Capital
Pennsylvania
$17.4M
2
QAM
2
Q3 Asset Management
Michigan
$14.1M
3
AM
3
AGF Management
Ontario, Canada
$30.9M
4
PCS
4
Personal CFO Solutions
New Jersey
$5.23M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$8.55M

Top Sellers

1
ACA
1
Aptus Capital Advisors
Alabama
$27.8K
2
Lido Advisors
2
Lido Advisors
California
$145M
3
Citadel Advisors
3
Citadel Advisors
Florida
$303K
4
Charles Schwab
4
Charles Schwab
California
$128M
5
LPL Financial
5
LPL Financial
California
$6.64M
Name Market Value Shares Shares
Change 		Shares
Change %
CAM
101
Cresset Asset Management
Illinois
$299K 4,680 +97 +2%
SAM
102
Secure Asset Management
Michigan
$298K 4,671 +4,671 New
RWA
103
River Wealth Advisors
Pennsylvania
$288K 4,510 -76 -2%
FFS
104
Founders Financial Securities
Maryland
$273K 4,281 +4,281 New
Jones Financial Companies
105
Jones Financial Companies
Missouri
$270K 4,251 +3,004 +241%
Koshinski Asset Management
106
Koshinski Asset Management
Illinois
$267K 4,177 – –
IA
107
IFP Advisors
Florida
$264K 4,138 – –
MWM
108
Mission Wealth Management
California
$264K 4,135 +316 +8%
VBCG
109
Valley Brook Capital Group
Pennsylvania
$263K 4,122 +161 +4%
PIA
110
Panoramic Investment Advisors
Colorado
$260K 4,075 +4,075 New
AA
111
Axiom Advisory
California
$260K 4,224 +77 +2%
WN
112
Williams & Novak
California
$260K 4,065 – –
CPSAC
113
Chas P. Smith & Associates (CPS)
Florida
$255K 3,994 -77 -2%
P
114
&Partners
Tennessee
$253K 3,968 +3,968 New
MML Investors Services
115
MML Investors Services
Massachusetts
$251K 3,931 -116 -3%
KIA
116
KCM Investment Advisors
California
$248K 3,881 – –
Comerica Bank
117
Comerica Bank
Texas
$246K 3,858 +209 +6%
SWA
118
Stratos Wealth Advisors
Ohio
$245K 3,833 +289 +8%
PS
119
Principal Securities
Iowa
$241K 3,771 +32 +0.9%
Prudential Financial
120
Prudential Financial
New Jersey
$241K 3,768 +3,768 New
AIS
121
AM Investment Strategies
Tennessee
$227K 3,551 +8 +0.2%
WPP
122
Whalerock Point Partners
Rhode Island
$222K 3,479 – –
HAS
123
HBW Advisory Services
California
$219K 3,426 +3,426 New
Franklin Resources
124
Franklin Resources
California
$219K 3,306 +1,000 +43%
PFS
125
Prospera Financial Services
Texas
$218K 3,414 +3,414 New
3 4
5
6 7