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Fidelity MSCI Financials Index ETF
FNCL

Overview Fund Activity

243 hedge funds and large institutions have $1.06B invested in Fidelity MSCI Financials Index ETF in 2024 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 85 increasing their positions, 49 reducing their positions, and 11 closing their positions.

Holders
243
Holders Change
+44
Holders Change %
+22.11%
% of All Funds
3.24%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
58
Increased
85
Reduced
49
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AM
1
AGF Management
Ontario, Canada
$51.6M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$43.5M
3
SPIA
3
Strategic Point Investment Advisors
Rhode Island
$14.1M
4
FFS
4
Fischer Financial Services
Pennsylvania
$10.5M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$19M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$132M
2
PCS
2
Personal CFO Solutions
New Jersey
$0
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$3.18M
4
QAM
4
Q3 Asset Management
Michigan
$10.9M
5
ASN
5
Advisory Services Network
Georgia
$4.67M
Name Market Value Shares Shares
Change 		Shares
Change %
PIA
126
Panoramic Investment Advisors
Colorado
$280K 4,075 – –
WN
127
Williams & Novak
California
$279K 4,065 – –
GRP
128
Global Retirement Partners
California
$275K 4,003 +2,483 +163%
CPSAC
129
Chas P. Smith & Associates (CPS)
Florida
$274K 3,994 – –
SAM
130
Secure Asset Management
Michigan
$273K 3,974 -697 -15%
Comerica Bank
131
Comerica Bank
Texas
$272K 3,965 +107 +3%
PS
132
Principal Securities
Iowa
$271K 3,953 +182 +5%
FFS
133
Founders Financial Securities
Maryland
$271K 3,944 -337 -8%
KIA
134
KCM Investment Advisors
California
$265K 3,859 -22 -0.6%
SWA
135
Stratos Wealth Advisors
Ohio
$259K 3,769 -64 -2%
SW
136
SVB Wealth
Massachusetts
$258K 3,762 +3,762 New
RA
137
RFG Advisory
Alabama
$256K 3,731 +3,731 New
JWCA
138
J.W. Cole Advisors
Florida
$255K 3,710 +497 +15%
AIS
139
AM Investment Strategies
Tennessee
$244K 3,559 +8 +0.2%
MML Investors Services
140
MML Investors Services
Massachusetts
$241K 3,509 -422 -11%
OSAM
141
O'Shaughnessy Asset Management
Connecticut
$239K 3,485 +1,733 +99%
WPP
142
Whalerock Point Partners
Rhode Island
$239K 3,479 – –
AWM
143
Axxcess Wealth Management
California
$237K 3,456 +3,456 New
PFS
144
Prospera Financial Services
Texas
$235K 3,424 +10 +0.3%
AB
145
Atlas Brown
Kentucky
$235K 3,422 +3,422 New
BCA
146
Bray Capital Advisors
Florida
$234K 3,405 – –
CAMG
147
CWA Asset Management Group
Florida
$234K 3,405 +3,405 New
AAS
148
Avantax Advisory Services
Texas
$233K 3,387 +3,387 New
RF
149
Roxbury Financial
New Jersey
$232K 3,167 +3,167 New
SEIA
150
Signature Estate & Investment Advisors
California
$231K 3,362 +3,362 New
4 5
6
7 8