FNCL icon

Fidelity MSCI Financials Index ETF
FNCL

Overview Fund Activity

194 hedge funds and large institutions have $619M invested in Fidelity MSCI Financials Index ETF in 2022 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 72 increasing their positions, 52 reducing their positions, and 27 closing their positions.

Holders
194
Holders Change
-2
Holders Change %
-1.02%
% of All Funds
3.07%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
28
Increased
72
Reduced
52
Closed
27
Calls
$380K
Puts
–
Net Calls
+$380K
Net Calls Change
+$379K

Top Buyers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$20.5M
2
CW
2
Connectus Wealth
Ohio
$16.1M
3
VC
3
Vicus Capital
Pennsylvania
$14M
4
BCM
4
Beaumont Capital Management
Massachusetts
$7.01M
5
PCS
5
Personal CFO Solutions
New Jersey
$6.02M

Top Sellers

1
BCM
1
Brookstone Capital Management
Illinois
$1.66M
2
BFA
2
Beaumont Financial Advisors
Massachusetts
$0
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$9.06M
4
KAS
4
Kestra Advisory Services
Texas
$16.1M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$8.9M
Name Market Value Shares Shares
Change 		Shares
Change %
ACM
126
Advisors Capital Management
New Jersey
$217K 4,002 +76 +2%
CH
127
Canton Hathaway
Rhode Island
$213K 3,930 – –
AIP
128
Almanack Investment Partners
Pennsylvania
$212K 3,917 +25 +0.6%
MHR
129
Matthew Hamilton Rosenberg
$158K 2,927 – –
WBC
130
West Branch Capital
Massachusetts
$157K 2,892 -380 -12%
GWM
131
Geneos Wealth Management
Colorado
$132K 2,452 -1,762 -42%
AIP
132
Ahrens Investment Partners
Louisiana
$126K 2,333 -1,810 -44%
Franklin Resources
133
Franklin Resources
California
$125K 2,306 – –
VNA
134
Valley National Advisers
Pennsylvania
$123K 2,267 – –
SAM
135
Strategic Asset Management
Minnesota
$114K 2,100 – –
Rockefeller Capital Management
136
Rockefeller Capital Management
New York
$82K 1,521 +909 +149%
SPIA
137
Steward Partners Investment Advisory
New York
$81K 1,500 – –
KTC
138
Kistler-Tiffany Companies
Pennsylvania
$80K 1,478 – –
CG
139
Cutler Group
California
$64K 1,200 +800 +200%
LIA
140
LS Investment Advisors
Michigan
$63K 1,158 +1,158 New
IA
141
IFP Advisors
Florida
$59K 1,290 -73,163 -98%
Bank of Montreal
142
Bank of Montreal
Ontario, Canada
$58K 1,048 – –
Qube Research & Technologies (QRT)
143
Qube Research & Technologies (QRT)
United Kingdom
$58K 1,074 +1,074 New
HF
144
Halpern Financial
Virginia
$55.1K 1,017 +1,000 +5,882%
FHA
145
First Horizon Advisors
Tennessee
$55K 1,010 +1,010 New
TWC
146
TD Waterhouse Canada
Ontario, Canada
$54K 1,000 – –
OIA
147
Optimum Investment Advisors
Illinois
$54K 1,000 – –
TFS
148
TrustCore Financial Services
Tennessee
$53K 978 +120 +14%
RFWA
149
RPg Family Wealth Advisory
Massachusetts
$51.9K 958 – –
GEA
150
Glen Eagle Advisors
New Jersey
$49.5K 915 – –
4 5
6
7 8