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Fidelity MSCI Financials Index ETF
FNCL

Overview Fund Activity

184 hedge funds and large institutions have $678M invested in Fidelity MSCI Financials Index ETF in 2021 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 64 increasing their positions, 56 reducing their positions, and 15 closing their positions.

Holders
184
Holders Change
+9
Holders Change %
+5.14%
% of All Funds
3.23%
Holding in Top 10
1
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-80%
% of All Funds
0.02%
New
26
Increased
64
Reduced
56
Closed
15
Calls
$581K
Puts
–
Net Calls
+$581K
Net Calls Change
+$412K

Top Buyers

1
BCM
1
Brookstone Capital Management
Illinois
$30.5M
2
Lido Advisors
2
Lido Advisors
California
$67.7M
3
BFA
3
Beaumont Financial Advisors
Massachusetts
$9.82M
4
EFL
4
ERn Financial LLC
Wisconsin
$4.83M
5
FSC
5
Full Sail Capital
Oklahoma
$27.3M

Top Sellers

1
EF
1
Empowered Funds
Pennsylvania
$0
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$36.6M
3
QAM
3
Q3 Asset Management
Michigan
$0
4
FIM
4
Freedom Investment Management
Connecticut
$22.1M
5
HI
5
Harbour Investments
Wisconsin
$325K
Name Market Value Shares Shares
Change 		Shares
Change %
RFA
176
Reilly Financial Advisors
California
$7K 138 +138 New
COCM
177
Charter Oak Capital Management
New Hampshire
$6K 207 – –
AWM
178
Avior Wealth Management
Nebraska
$4K 77 – –
AIL
179
AGF Investments LLC
Ontario, Canada
$2K 42 – –
APWA
180
Atlas Private Wealth Advisors
New Jersey
$2K 46 +46 New
CAAS
181
Capital Asset Advisory Services
Michigan
$1K 21 -332 -94%
SMG
182
Spectrum Management Group
Indiana
$1K 24 -8 -25%
HF
183
Halpern Financial
Virginia
$913 17 – –
HWA
184
Heritage Wealth Advisors
Virginia
– – – –
EF
185
Empowered Funds
Pennsylvania
– – -465,902 Closed
QAM
186
Q3 Asset Management
Michigan
– – -108,631 Closed
CFG
187
CMC Financial Group
Georgia
– – -53,875 Closed
Jane Street
188
Jane Street
New York
– – -33,700 Closed
ST
189
Spinnaker Trust
Maine
– – -26,309 Closed
RIA
190
Regal Investment Advisors
Michigan
– – -22,826 Closed
HAS
191
HBW Advisory Services
California
– – -22,509 Closed
EIA
192
Eldridge Investment Advisors
New Hampshire
– – -4,244 Closed
Deutsche Bank
193
Deutsche Bank
Germany
– – -2,757 Closed
PC
194
Permanens Capital
New York
– – -722 Closed
RDWM
195
Red Door Wealth Management
Tennessee
– – -647 Closed
Citigroup
196
Citigroup
New York
– – -510 Closed
AssetMark Inc
197
AssetMark Inc
California
– – -334 Closed
IWMWV
198
Ironwood Wealth Management (West Virginia)
West Virginia
– – -125 Closed
SIS
199
Sound Income Strategies
Florida
– – -80 Closed
FCMT
200
Founders Capital Management (Texas)
Texas
$0 6 – –
5 6 7
8
9