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Fidelity MSCI Financials Index ETF
FNCL

Overview Fund Activity

174 hedge funds and large institutions have $426M invested in Fidelity MSCI Financials Index ETF in 2023 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 46 increasing their positions, 70 reducing their positions, and 36 closing their positions.

Holders
174
Holders Change
-23
Holders Change %
-11.68%
% of All Funds
2.79%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
19
Increased
46
Reduced
70
Closed
36
Calls
$641K
Puts
–
Net Calls
+$641K
Net Calls Change
-$275K

Top Buyers

1
KAS
1
Kestra Advisory Services
Texas
$12.6M
2
CW
2
Connectus Wealth
Ohio
$5.06M
3
CI
3
CX Institutional
Indiana
$4.67M
4
Lido Advisors
4
Lido Advisors
California
$68.9M
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$3.32M

Top Sellers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$1.9M
2
VC
2
Vicus Capital
Pennsylvania
$0
3
PCS
3
Personal CFO Solutions
New Jersey
$0
4
Citadel Advisors
4
Citadel Advisors
Florida
$3.9M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.87M
Name Market Value Shares Shares
Change 		Shares
Change %
EI
151
Ellevest Inc
New York
$6.95K 154 +154 New
Jones Financial Companies
152
Jones Financial Companies
Missouri
$6.9K 153 +153 New
Qube Research & Technologies (QRT)
153
Qube Research & Technologies (QRT)
United Kingdom
$6.54K 145 -3,095 -96%
BHWM
154
Beaird Harris Wealth Management
Texas
$5.41K 120 +51 +74%
BFPW
155
BOK Financial Private Wealth
Colorado
$3.92K 87 -692 -89%
AWM
156
Avior Wealth Management
Nebraska
$3.49K 77 – –
RWPA
157
Richard W. Paul & Associates
Michigan
$3.38K 75 – –
FMTCOCP
158
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$3K 60 – –
Carson Wealth (CWM LLC)
159
Carson Wealth (CWM LLC)
Nebraska
$3K 70 – –
BCMLT
160
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.89K 64 – –
SCA
161
Stonebridge Capital Advisors
Minnesota
$2.62K 58 – –
FFA
162
Farther Finance Advisors
California
$2.57K 57 +46 +418%
APC
163
Aspire Private Capital
North Carolina
$2.27K 50 +50 New
BLC
164
Brown, Lisle/Cummings
Rhode Island
$1.85K 41 – –
PP
165
PFS Partners
New Jersey
$1.73K 38 -1 -3%
TF
166
TimeScale Financial
Massachusetts
$1.62K 36 +36 New
TAM
167
Tucker Asset Management
Colorado
$1.31K 29 +29 New
CIA
168
Cape Investment Advisory
Georgia
$1.19K 26 +26 New
CWP
169
Concord Wealth Partners
Virginia
$1.05K 23 – –
GI
170
Gradient Investments
Minnesota
$1.04K 23 – –
HF
171
Halpern Financial
Virginia
$767 17 – –
CA
172
Crewe Advisors
Utah
$722 16 – –
AAG
173
Armstrong Advisory Group
Massachusetts
$677 15 – –
AA
174
Ancora Advisors
Ohio
– – – –
VC
175
Vicus Capital
Pennsylvania
– – -226,502 Closed
5 6
7
8 9