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Fidelity MSCI Financials Index ETF
FNCL

Overview Fund Activity

176 hedge funds and large institutions have $459M invested in Fidelity MSCI Financials Index ETF in 2023 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 47 increasing their positions, 70 reducing their positions, and 18 closing their positions.

Holders
176
Holders Change
+2
Holders Change %
+1.15%
% of All Funds
2.78%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
22
Increased
47
Reduced
70
Closed
18
Calls
$4.98M
Puts
–
Net Calls
+$4.98M
Net Calls Change
+$4.34M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$31.6M
2
Lido Advisors
2
Lido Advisors
California
$88.5M
3
QS
3
Quantitative Strategies
California
$5.89M
4
CW
4
Connectus Wealth
Ohio
$8.14M
5
AM
5
AGF Management
Ontario, Canada
$5.39M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$531K
2
EWA
2
EP Wealth Advisors
California
$1.97M
3
KAS
3
Kestra Advisory Services
Texas
$5.01M
4
CI
4
CX Institutional
Indiana
$604K
5
EFM
5
Eley Financial Management
Vermont
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AIP
151
Ameritas Investment Partners
Nebraska
$6.45K 137 -137 -50%
BHWM
152
Beaird Harris Wealth Management
Texas
$5.68K 121 +1 +0.8%
PMFA
153
Plante Moran Financial Advisors
Michigan
$5.65K 120 +120 New
GWMIA
154
Global Wealth Management Investment Advisory
Florida
$4.71K 100 +100 New
ANBT
155
American National Bank & Trust
Texas
$4.28K 91 +91 New
BFPW
156
BOK Financial Private Wealth
Colorado
$4.1K 87 – –
AWM
157
Avior Wealth Management
Nebraska
$3.65K 77 – –
RWPA
158
Richard W. Paul & Associates
Michigan
$3.53K 75 – –
BCMLT
159
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.01K 64 – –
Carson Wealth (CWM LLC)
160
Carson Wealth (CWM LLC)
Nebraska
$3K 70 – –
FMTCOCP
161
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$3K 60 – –
CA
162
Crewe Advisors
Utah
$2.78K 59 +43 +269%
SCA
163
Stonebridge Capital Advisors
Minnesota
$2.73K 58 – –
APC
164
Aspire Private Capital
North Carolina
$2.38K 51 +1 +2%
FBC
165
Fairfield, Bush & Co
Connecticut
$2.35K 50 +50 New
FFA
166
Farther Finance Advisors
California
$2.07K 44 -13 -23%
BLC
167
Brown, Lisle/Cummings
Rhode Island
$1.93K 41 – –
PP
168
PFS Partners
New Jersey
$1.82K 39 +1 +3%
TF
169
TimeScale Financial
Massachusetts
$1.7K 36 – –
LFG
170
Larson Financial Group
Missouri
$1.6K 34 -426 -93%
TAM
171
Tucker Asset Management
Colorado
$1.37K 29 – –
CIA
172
Cape Investment Advisory
Georgia
$1.25K 27 +1 +4%
GI
173
Gradient Investments
Minnesota
$1.08K 23 – –
TCCM
174
Timber Creek Capital Management
Massachusetts
$698 14 +14 New
FCMT
175
Founders Capital Management (Texas)
Texas
$307 7 +1 +17%
4 5 6
7
8