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Fidelity MSCI Financials Index ETF
FNCL

Overview Fund Activity

256 hedge funds and large institutions have $822M invested in Fidelity MSCI Financials Index ETF in 2025 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 100 increasing their positions, 57 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
256
Holders Change
+13
Holders Change %
+5.35%
% of All Funds
3.48%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.05%
New
41
Increased
100
Reduced
57
Closed
22
Calls
$487K
Puts
–
Net Calls
+$487K
Net Calls Change
+$487K

Top Buyers

1
Lido Advisors
1
Lido Advisors
California
$176M
2
PCS
2
Personal CFO Solutions
New Jersey
$7.72M
3
AM
3
AGF Management
Ontario, Canada
$57.6M
4
LPL Financial
4
LPL Financial
California
$19.8M
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$3.48M

Top Sellers

1
Kovitz Investment Group Partners
1
Kovitz Investment Group Partners
Illinois
$6.22M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$14M
3
Charles Schwab
3
Charles Schwab
California
$129M
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$5.14M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$41M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
151
Arkadios Wealth Advisors
Georgia
$257K +$50.8K +731 +25%
AB
152
Atlas Brown
Kentucky
$253K +$15.6K +224 +7%
AIS
153
AM Investment Strategies
Tennessee
$248K +$556 +8 +0.2%
WPP
154
Whalerock Point Partners
Rhode Island
$242K – – –
PWP
155
Prasad Wealth Partners
Ohio
$242K +$242K +3,475 New
PFS
156
Prospera Financial Services
Texas
$239K +$835 +12 +0.4%
SAM
157
Secure Asset Management
Michigan
$237K -$39.1K -563 -14%
CAMG
158
CWA Asset Management Group
Florida
$237K – – –
RA
159
RFG Advisory
Alabama
$236K -$23K -331 -9%
Wolverine Trading
160
Wolverine Trading
Illinois
$234K +$234K +3,400 New
US Bancorp
161
US Bancorp
Minnesota
$232K +$50K +719 +27%
Franklin Resources
162
Franklin Resources
California
$230K – – –
FFA
163
Florida Financial Advisors
Florida
$225K +$225K +3,238 New
SAI
164
Savvy Advisors Inc
New York
$222K +$222K +3,192 New
BW
165
BIP Wealth
Georgia
$215K -$12.1K -174 -5%
SEIA
166
Signature Estate & Investment Advisors
California
$214K -$19.8K -285 -8%
VWA
167
Visionary Wealth Advisors
Illinois
$211K – – –
Envestnet Portfolio Solutions
168
Envestnet Portfolio Solutions
Illinois
$210K +$210K +3,020 New
DWM
169
Dakota Wealth Management
Florida
$209K – – –
CL
170
Choreo LLC
Illinois
$208K -$16.6K -239 -7%
AWA
171
Amplius Wealth Advisors
Pennsylvania
$207K -$1.53K -22 -0.7%
Corient Private Wealth
172
Corient Private Wealth
Florida
$206K +$206K +2,967 New
PCA
173
Purkiss Capital Advisors
Connecticut
$204K +$204K +2,935 New
MHR
174
Matthew Hamilton Rosenberg
$204K – – –
AFG
175
Atomi Financial Group
New York
$202K +$202K +2,907 New
5 6
7
8 9