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Fidelity MSCI Financials Index ETF
FNCL

Overview Fund Activity

251 hedge funds and large institutions have $854M invested in Fidelity MSCI Financials Index ETF in 2025 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 85 increasing their positions, 86 reducing their positions, and 23 closing their positions.

Holders
251
Holders Change
-5
Holders Change %
-1.95%
% of All Funds
3.37%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
25
Increased
85
Reduced
86
Closed
23
Calls
$133K
Puts
$81K
Net Calls
+$52K
Net Calls Change
-$435K

Top Buyers

1
Kovitz Investment Group Partners
1
Kovitz Investment Group Partners
Illinois
$16M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$7.03M
3
BCM
3
Beaumont Capital Management
Massachusetts
$6.16M
4
MWM
4
Modern Wealth Management
Kansas
$10.2M
5
Ameriprise
5
Ameriprise
Minnesota
$7.7M

Top Sellers

1
AM
1
AGF Management
Ontario, Canada
$42.9M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$6.95M
3
ASN
3
Advisory Services Network
Georgia
$599K
4
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$0
5
LPL Financial
5
LPL Financial
California
$18.2M
Name Market Value Shares Shares
Change 		Shares
Change %
AIS
151
AM Investment Strategies
Tennessee
$264K 3,575 +8 +0.2%
WPP
152
Whalerock Point Partners
Rhode Island
$258K 3,479 – –
PWP
153
Prasad Wealth Partners
Ohio
$257K 3,475 – –
Koshinski Asset Management
154
Koshinski Asset Management
Illinois
$256K 3,462 -350 -9%
CAMG
155
CWA Asset Management Group
Florida
$252K 3,405 – –
WN
156
Williams & Novak
California
$246K 3,325 -740 -18%
PS
157
Principal Securities
Iowa
$242K 3,272 -693 -17%
AAS
158
Avantax Advisory Services
Texas
$240K 3,237 -498 -13%
AFG
159
Atomi Financial Group
New York
$239K 3,224 +317 +11%
PFS
160
Prospera Financial Services
Texas
$233K 3,137 -299 -9%
BW
161
BIP Wealth
Georgia
$230K 3,112 +12 +0.4%
SAI
162
Savvy Advisors Inc
New York
$229K 3,098 -94 -3%
VWA
163
Visionary Wealth Advisors
Illinois
$225K 3,036 – –
CL
164
Choreo LLC
Illinois
$223K 3,006 +10 +0.3%
AWA
165
Amplius Wealth Advisors
Pennsylvania
$222K 3,002 +26 +0.9%
DWM
166
Dakota Wealth Management
Florida
$222K 3,000 – –
NL
167
NWAM LLC
Washington
$222K 2,967 -891 -23%
Corient Private Wealth
168
Corient Private Wealth
Florida
$220K 2,967 – –
MHR
169
Matthew Hamilton Rosenberg
$217K 2,928 – –
Focus Partners Wealth
170
Focus Partners Wealth
Massachusetts
$213K 2,881 +1 +0%
CAPTRUST Financial Advisors
171
CAPTRUST Financial Advisors
North Carolina
$212K 2,866 +2,866 New
PCA
172
Purkiss Capital Advisors
Connecticut
$212K 2,860 -75 -3%
TRCT
173
Tower Research Capital (TRC)
New York
$211K 2,855 -4,145 -59%
SEIA
174
Signature Estate & Investment Advisors
California
$201K 2,716 -361 -12%
BBHC
175
Brown Brothers Harriman & Co
New York
$183K 2,467 +1,980 +407%
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7
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