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Fidelity MSCI Financials Index ETF
FNCL

Overview Fund Activity

183 hedge funds and large institutions have $464M invested in Fidelity MSCI Financials Index ETF in 2022 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 53 increasing their positions, 63 reducing their positions, and 26 closing their positions.

Holders
183
Holders Change
-11
Holders Change %
-5.67%
% of All Funds
3.09%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
17
Increased
53
Reduced
63
Closed
26
Calls
$835K
Puts
–
Net Calls
+$835K
Net Calls Change
+$455K

Top Buyers

1
BCM
1
Brookstone Capital Management
Illinois
$7.14M
2
Charles Schwab
2
Charles Schwab
California
$91.9M
3
TRCT
3
Tower Research Capital (TRC)
New York
$3.66M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$7.85M
5
LPL Financial
5
LPL Financial
California
$11.7M

Top Sellers

1
CW
1
Connectus Wealth
Ohio
$1.98M
2
DWP
2
Destiny Wealth Partners
Florida
$9K
3
VC
3
Vicus Capital
Pennsylvania
$3.52M
4
KAS
4
Kestra Advisory Services
Texas
$5.39M
5
BCM
5
Beaumont Capital Management
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Rockefeller Capital Management
126
Rockefeller Capital Management
New York
$79K 1,780 +259 +17%
SPIA
127
Steward Partners Investment Advisory
New York
$67K 1,500 – –
KTC
128
Kistler-Tiffany Companies
Pennsylvania
$66K 1,478 – –
AIP
129
Ahrens Investment Partners
Louisiana
$63K 1,421 -912 -39%
IA
130
IFP Advisors
Florida
$59K 1,290 – –
HF
131
Halpern Financial
Virginia
$54.3K 1,217 +200 +20%
TWC
132
TD Waterhouse Canada
Ontario, Canada
$45.3K 1,000 – –
OIA
133
Optimum Investment Advisors
Illinois
$45K 1,000 – –
SWM
134
Spire Wealth Management
Virginia
$44K 982 -20,469 -95%
FP
135
Financial Perspectives
Minnesota
$41.9K 939 +94 +11%
GEA
136
Glen Eagle Advisors
New Jersey
$40.8K 915 – –
SSB
137
Sandy Spring Bank
Maryland
$40K 897 +4 +0.4%
CIAS
138
Capital Investment Advisory Services
North Carolina
$36K 812 +1 +0.1%
AA
139
Addison Advisors
Vermont
$33K 743 – –
MAM
140
Meeder Asset Management
Ohio
$32K 728 – –
AWM
141
Accel Wealth Management
Iowa
$31K 691 – –
PNC Financial Services Group
142
PNC Financial Services Group
Pennsylvania
$30K 682 – –
CFD
143
Creative Financial Designs
Indiana
$30K 675 – –
First Manhattan
144
First Manhattan
New York
$26K 604 – –
UCB
145
United Community Bank
South Carolina
$26K 582 – –
CAPTRUST Financial Advisors
146
CAPTRUST Financial Advisors
North Carolina
$20K 449 +440 +4,889%
TCWM
147
Total Clarity Wealth Management
Illinois
$20K 450 +450 New
TFS
148
TrustCore Financial Services
Tennessee
$19K 420 -558 -57%
CFO
149
CVA Family Office
Colorado
$19K 425 – –
William Blair & Company
150
William Blair & Company
Illinois
$18K 401 -9 -2%
4 5
6
7 8