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Fidelity MSCI Financials Index ETF
FNCL

Overview Fund Activity

145 hedge funds and large institutions have $558M invested in Fidelity MSCI Financials Index ETF in 2018 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 64 increasing their positions, 36 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
145
Holders Change
+8
Holders Change %
+5.84%
% of All Funds
3.32%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
24
Increased
64
Reduced
36
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$19.7M
2
TRCT
Tower Research Capital (TRC)
New York
$5.54M
3
FI
FormulaFolio Investments
Michigan
$46.3M
4
ASN
Advisory Services Network
Georgia
$9.87M
5
Lido Advisors
Lido Advisors
California
$10.8M

Top Sellers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$21.1M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$5.99M
3
Jane Street
Jane Street
New York
$875K
4
CSIA
Charles Schwab Investment Advisory
California
$115M
5
MIAN
Mariner Independent Advisor Network
Kansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FGAM
126
Financial Gravity Asset Management
Texas
$17K -$6.83K -170 -29%
WAM
127
Wealthspire Advisors (Maryland)
Maryland
$16K -$4K -100 -20%
BFC
128
Bedel Financial Consulting
Indiana
$15K +$15K +379 New
PNC Financial Services Group
129
PNC Financial Services Group
Pennsylvania
$13K – – –
Rockefeller Capital Management
130
Rockefeller Capital Management
New York
$12K +$12K +300 New
RFM
131
Royal Fund Management
Florida
$12K +$12K +314 New
Fifth Third Bancorp
132
Fifth Third Bancorp
Ohio
$8K – – –
GI
133
Gradient Investments
Minnesota
$8K +$8K +203 New
WT
134
Washington Trust
Rhode Island
$7K +$7K +189 New
SIS
135
Sound Income Strategies
Florida
$6K – – –
MFW
136
Mosaic Family Wealth
Missouri
$6K – – –
VFA
137
Valeo Financial Advisors
Indiana
$4K – – –
BRC
138
Bell Rock Capital
Delaware
$4K – – –
AWM
139
Avior Wealth Management
Nebraska
$3K – – –
WWM
140
Wagner Wealth Management
South Carolina
$2K +$43 +1 +2%
SEI Investments
141
SEI Investments
Pennsylvania
$1K -$2.15K -71 -68%
AIL
142
AGF Investments LLC
Ontario, Canada
$1 +$1 +13 +108%
MIAN
143
Mariner Independent Advisor Network
Kansas
– -$1.11M -27,578 Closed
RPG
144
Risk Paradigm Group
Texas
– -$898K -22,235 Closed
Millennium Management
145
Millennium Management
New York
– -$550K -13,609 Closed
BRWA
146
B. Riley Wealth Advisors
Florida
– -$523K -12,942 Closed
NL
147
NWAM LLC
Washington
– -$444K -10,985 Closed
Stifel Financial
148
Stifel Financial
Missouri
– -$303K -7,499 Closed
IAA
149
Independent Advisor Alliance
North Carolina
– -$248K -6,728 Closed
KF
150
Krilogy Financial
Missouri
– -$153K -3,782 Closed
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