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Fidelity MSCI Financials Index ETF
FNCL

Overview Fund Activity

194 hedge funds and large institutions have $619M invested in Fidelity MSCI Financials Index ETF in 2022 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 72 increasing their positions, 52 reducing their positions, and 27 closing their positions.

Holders
194
Holders Change
-2
Holders Change %
-1.02%
% of All Funds
3.07%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
28
Increased
72
Reduced
52
Closed
27
Calls
$380K
Puts
–
Net Calls
+$380K
Net Calls Change
+$379K

Top Buyers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$20.5M
2
CW
2
Connectus Wealth
Ohio
$16.1M
3
VC
3
Vicus Capital
Pennsylvania
$14M
4
BCM
4
Beaumont Capital Management
Massachusetts
$7.01M
5
PCS
5
Personal CFO Solutions
New Jersey
$6.02M

Top Sellers

1
BCM
1
Brookstone Capital Management
Illinois
$1.66M
2
BFA
2
Beaumont Financial Advisors
Massachusetts
$0
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$9.06M
4
KAS
4
Kestra Advisory Services
Texas
$16.1M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$8.9M
Name Market Value Shares Shares
Change 		Shares
Change %
PMFA
176
Plante Moran Financial Advisors
Michigan
$12K 219 -18 -8%
SIC
177
SJS Investment Consulting
Ohio
$11K 200 -205 -51%
EIP
178
Ellis Investment Partners
Pennsylvania
$10K 200 – –
S
179
SignatureFD
Georgia
$10K 193 – –
BFC
180
Bedel Financial Consulting
Indiana
$7K 135 – –
COCM
181
Charter Oak Capital Management
New Hampshire
$6K 207 – –
1IA
182
1834 Investment Advisors
Wisconsin
$6K 112 +112 New
GWMIA
183
Global Wealth Management Investment Advisory
Florida
$5K 100 – –
AWM
184
Avior Wealth Management
Nebraska
$4K 77 – –
BHWM
185
Beaird Harris Wealth Management
Texas
$4K 68 – –
BCMLT
186
Beacon Capital Management LLC (Tennessee)
Tennessee
$4K 74 +74 New
FMTCOCP
187
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$3K 60 -650 -92%
PB
188
Pinnacle Bancorp
Nebraska
$3K 54 +54 New
AIL
189
AGF Investments LLC
Ontario, Canada
$2K 42 – –
BWM
190
BerganKDV Wealth Management
Minnesota
$2K 39 +39 New
CWP
191
Concord Wealth Partners
Virginia
$1K 23 – –
CA
192
Crewe Advisors
Utah
$1K 16 +16 New
BFA
193
Beaumont Financial Advisors
Massachusetts
– – -230,922 Closed
SHIM
194
Stone House Investment Management
Pennsylvania
– – -78,969 Closed
SSWM
195
Sheets Smith Wealth Management
North Carolina
– – -43,995 Closed
OMC
196
Old Mission Capital
Illinois
– – -20,468 Closed
Barclays
197
Barclays
United Kingdom
– – -19,300 Closed
PA
198
PFG Advisors
Arizona
– – -18,972 Closed
Mariner
199
Mariner
Kansas
– – -10,367 Closed
AAS
200
Avantax Advisory Services
Texas
– – -7,364 Closed
5 6 7
8
9