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Fidelity MSCI Financials Index ETF
FNCL

Overview Fund Activity

180 hedge funds and large institutions have $483M invested in Fidelity MSCI Financials Index ETF in 2022 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 64 increasing their positions, 58 reducing their positions, and 15 closing their positions.

Holders
180
Holders Change
-3
Holders Change %
-1.64%
% of All Funds
3.11%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
14
Increased
64
Reduced
58
Closed
15
Calls
$715K
Puts
–
Net Calls
+$715K
Net Calls Change
-$120K

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$17.3M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$29.1M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$7.14M
4
Lido Advisors
4
Lido Advisors
California
$65.3M
5
Citadel Advisors
5
Citadel Advisors
Florida
$5.89M

Top Sellers

1
BCM
1
Brookstone Capital Management
Illinois
$1.48M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$5.42M
3
Jane Street
3
Jane Street
New York
$304K
4
AWM
4
AE Wealth Management
Kansas
$1.33M
5
CWM
5
Congress Wealth Management
Massachusetts
$15M
Name Market Value Shares Shares
Change 		Shares
Change %
AssetMark Inc
151
AssetMark Inc
California
$16K 361 +95 +36%
WAM
152
WFA Asset Management
Wisconsin
$15.9K 369 +369 New
HWM
153
HighMark Wealth Management
Minnesota
$15K 350 – –
QCG
154
Quadrant Capital Group
Ohio
$13K 300 – –
HIA
155
Harbor Investment Advisory
Maryland
$13K 309 – –
EW
156
Element Wealth
Mississippi
$13K 294 +3 +1%
OLVIG
157
Oliver Lagore Vanvalin Investment Group
Michigan
$12K 289 – –
LC
158
Lindbrook Capital
California
$12K 276 – –
TCM
159
Tradewinds Capital Management
Washington
$12K 277 +1 +0.4%
AIP
160
Ameritas Investment Partners
Nebraska
$11K 274 – –
Carson Wealth (CWM LLC)
161
Carson Wealth (CWM LLC)
Nebraska
$10K 234 -98 -30%
PMFA
162
Plante Moran Financial Advisors
Michigan
$9K 219 – –
TWM
163
Tradition Wealth Management
Minnesota
$9K 200 +200 New
William Blair & Company
164
William Blair & Company
Illinois
$8K 194 -207 -52%
EIP
165
Ellis Investment Partners
Pennsylvania
$8K 200 – –
BFEC
166
Benjamin F. Edwards & Company
Missouri
$7K 169 -126 -43%
BFPW
167
BOK Financial Private Wealth
Colorado
$4K 87 – –
CG
168
Cutler Group
California
$4K 100 +100 New
BCMLT
169
Beacon Capital Management LLC (Tennessee)
Tennessee
$3K 74 – –
FMTCOCP
170
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$3K 60 – –
AWM
171
Avior Wealth Management
Nebraska
$3K 77 – –
BHWM
172
Beaird Harris Wealth Management
Texas
$3K 69 +69 New
SCA
173
Stonebridge Capital Advisors
Minnesota
$2K 58 – –
US Bancorp
174
US Bancorp
Minnesota
$2K 47 +47 New
BLC
175
Brown, Lisle/Cummings
Rhode Island
$1.77K 41 +41 New
4 5 6
7
8