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Fidelity MSCI Financials Index ETF
FNCL

Overview Fund Activity

184 hedge funds and large institutions have $678M invested in Fidelity MSCI Financials Index ETF in 2021 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 64 increasing their positions, 56 reducing their positions, and 15 closing their positions.

Holders
184
Holders Change
+9
Holders Change %
+5.14%
% of All Funds
3.23%
Holding in Top 10
1
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-80%
% of All Funds
0.02%
New
26
Increased
64
Reduced
56
Closed
15
Calls
$581K
Puts
–
Net Calls
+$581K
Net Calls Change
+$412K

Top Buyers

1
BCM
1
Brookstone Capital Management
Illinois
$30.5M
2
Lido Advisors
2
Lido Advisors
California
$67.7M
3
BFA
3
Beaumont Financial Advisors
Massachusetts
$9.82M
4
EFL
4
ERn Financial LLC
Wisconsin
$4.83M
5
FSC
5
Full Sail Capital
Oklahoma
$27.3M

Top Sellers

1
EF
1
Empowered Funds
Pennsylvania
$0
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$36.6M
3
QAM
3
Q3 Asset Management
Michigan
$0
4
FIM
4
Freedom Investment Management
Connecticut
$22.1M
5
HI
5
Harbour Investments
Wisconsin
$325K
Name Market Value Shares Shares
Change 		Shares
Change %
RCAG
126
Rehmann Capital Advisory Group
Michigan
$205K 3,826 +3,826 New
AIP
127
Almanack Investment Partners
Pennsylvania
$205K 3,811 +3,811 New
BCM
128
Beaumont Capital Management
Massachusetts
$204K 3,804 +3,804 New
AWA
129
Arkadios Wealth Advisors
Georgia
$194K 3,623 -15,245 -81%
MHR
130
Matthew Hamilton Rosenberg
$157K 2,927 – –
Franklin Resources
131
Franklin Resources
California
$124K 2,306 – –
VNA
132
Valley National Advisers
Pennsylvania
$122K 2,267 – –
SAM
133
Strategic Asset Management
Minnesota
$117K 2,100 +2,100 New
UBS Group
134
UBS Group
Switzerland
$92K 1,716 +68 +4%
SPIA
135
Steward Partners Investment Advisory
New York
$81K 1,500 – –
KTC
136
Kistler-Tiffany Companies
Pennsylvania
$79K 1,478 -6,820 -82%
Bank of Montreal
137
Bank of Montreal
Ontario, Canada
$73K 1,331 +1,331 New
CIAS
138
Capital Investment Advisory Services
North Carolina
$70K 1,309 +1 +0.1%
CFGS
139
Concourse Financial Group Securities
Alabama
$57K 1,057 +2 +0.2%
FGAM
140
Financial Gravity Asset Management
Texas
$54K 77 -34 -31%
OIA
141
Optimum Investment Advisors
Illinois
$54K 1,000 – –
TFS
142
TrustCore Financial Services
Tennessee
$53K 978 – –
RFWA
143
RPg Family Wealth Advisory
Massachusetts
$51.4K 958 – –
GEA
144
Glen Eagle Advisors
New Jersey
$49.1K 915 – –
CG
145
Cutler Group
California
$48K 900 +900 New
CFA
146
Cahill Financial Advisors
Minnesota
$42K 784 +784 New
MAM
147
Meeder Asset Management
Ohio
$39K 728 – –
HWM
148
HighMark Wealth Management
Minnesota
$38K 350 -350 -50%
FMTCOCP
149
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$38K 710 – –
AWM
150
Accel Wealth Management
Iowa
$37K 691 – –
4 5
6
7 8