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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 %
BCA
126
Bray Capital Advisors
Florida
$217K 3,405 – –
JWCA
127
J.W. Cole Advisors
Florida
$205K 3,213 +3,213 New
FFA
128
Farther Finance Advisors
California
$202K 3,161 +3,133 +11,189%
MHR
129
Matthew Hamilton Rosenberg
$187K 2,928 – –
SOAMC
130
Spirit of America Management Corp
New York
$163K 2,558 -195 -7%
ANBT
131
American National Bank & Trust
Texas
$154K 2,419 +614 +34%
VNA
132
Valley National Advisers
Pennsylvania
$144K 2,267 – –
OSAM
133
O'Shaughnessy Asset Management
Connecticut
$116K 1,752 +438 +33%
Qube Research & Technologies (QRT)
134
Qube Research & Technologies (QRT)
United Kingdom
$112K 1,759 -603 -26%
WBC
135
West Branch Capital
Massachusetts
$110K 1,730 – –
SMA
136
Sage Mountain Advisors
Georgia
$108K 1,686 +1,686 New
HI
137
Harbour Investments
Wisconsin
$103K 1,617 -116 -7%
BWL
138
Bogart Wealth LLC
Virginia
$98.6K 1,544 – –
GRP
139
Global Retirement Partners
California
$97.1K 1,520 +17 +1%
MG
140
Mather Group
Illinois
$96.9K 1,517 -6,437 -81%
SPIA
141
Steward Partners Investment Advisory
New York
$94.3K 1,476 – –
SWM
142
Sanctuary Wealth Management
Idaho
$76.6K 1,199 – –
TRCT
143
Tower Research Capital (TRC)
New York
$74.9K 1,173 -11,965 -91%
PA
144
Parallel Advisors
California
$72.1K 1,128 – –
EWM
145
EPG Wealth Management
Georgia
$66.8K 1,047 +1,047 New
TFM
146
TFC Financial Management
Massachusetts
$64.1K 1,004 +4 +0.4%
TWC
147
TD Waterhouse Canada
Ontario, Canada
$63.4K 1,000 – –
PFA
148
Pathway Financial Advisers
Indiana
$63.3K 992 -1 -0.1%
Carson Wealth (CWM LLC)
149
Carson Wealth (CWM LLC)
Nebraska
$63K 985 -13 -1%
William Blair & Company
150
William Blair & Company
Illinois
$56.7K 888 – –
4 5
6
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