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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 %
SSB
151
Sandy Spring Bank
Maryland
$49K 893 +601 +206%
FP
152
Financial Perspectives
Minnesota
$45.8K 845 +300 +55%
CIAS
153
Capital Investment Advisory Services
North Carolina
$44K 811 -499 -38%
AA
154
Addison Advisors
Vermont
$40K 743 +743 New
MAM
155
Meeder Asset Management
Ohio
$39K 728 – –
AWM
156
Accel Wealth Management
Iowa
$37K 691 – –
CFD
157
Creative Financial Designs
Indiana
$37K 675 – –
PNC Financial Services Group
158
PNC Financial Services Group
Pennsylvania
$36K 682 – –
First Manhattan
159
First Manhattan
New York
$32K 604 +54 +10%
UCB
160
United Community Bank
South Carolina
$31.5K 582 – –
SCA
161
Stonebridge Capital Advisors
Minnesota
$26K 473 +78 +20%
CTC
162
Central Trust Company
Missouri
$24K 440 – –
CFO
163
CVA Family Office
Colorado
$23K 425 – –
William Blair & Company
164
William Blair & Company
Illinois
$22K 410 -23 -5%
HNWAG
165
High Net Worth Advisory Group
Florida
$22K 400 +400 New
Carson Wealth (CWM LLC)
166
Carson Wealth (CWM LLC)
Nebraska
$21K 382 +44 +13%
HWM
167
HighMark Wealth Management
Minnesota
$19K 350 – –
BFEC
168
Benjamin F. Edwards & Company
Missouri
$16K 295 -24 -8%
EW
169
Element Wealth
Mississippi
$16K 289 +1 +0.3%
OLVIG
170
Oliver Lagore Vanvalin Investment Group
Michigan
$16K 289 +289 New
T
171
TCWP
Ohio
$16K 297 +297 New
LC
172
Lindbrook Capital
California
$15K 276 – –
TCM
173
Tradewinds Capital Management
Washington
$15K 274 +1 +0.4%
AIP
174
Ameritas Investment Partners
Nebraska
$14K 274 – –
AssetMark Inc
175
AssetMark Inc
California
$14K 266 +266 New
5 6
7
8 9