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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 %
PCS
176
Personal CFO Solutions
New Jersey
– – -88,330 Closed
BFA
177
Beaumont Financial Advisors
Massachusetts
– – -46,983 Closed
HCA
178
Heck Capital Advisors
Wisconsin
– – -46,620 Closed
ERWM
179
Elk River Wealth Management
Colorado
– – -43,845 Closed
LG
180
Leuthold Group
Minnesota
– – -33,546 Closed
Truist Financial
181
Truist Financial
North Carolina
– – -17,863 Closed
DOA
182
D'Orazio & Associates
Virginia
– – -8,800 Closed
OCM
183
One Capital Management
California
– – -8,644 Closed
TRIA
184
Trail Ridge Investment Advisors
Colorado
– – -8,631 Closed
NL
185
NWAM LLC
Washington
– – -8,277 Closed
SIAG
186
Safeguard Investment Advisory Group
California
– – -8,186 Closed
IAG
187
Investmark Advisory Group
Connecticut
– – -7,559 Closed
Renaissance Technologies
188
Renaissance Technologies
New York
– – -6,500 Closed
WCP
189
Welch Capital Partners
New York
– – -6,125 Closed
BCM
190
Beaumont Capital Management
Massachusetts
– – -5,301 Closed
TSS
191
Two Sigma Securities
New York
– – -4,610 Closed
CPSAC
192
Chas P. Smith & Associates (CPS)
Florida
– – -4,531 Closed
MIA
193
Milestone Investment Advisors
Wisconsin
– – -4,500 Closed
LWM
194
LJI Wealth Management
Indiana
– – -4,340 Closed
CAPTRUST Financial Advisors
195
CAPTRUST Financial Advisors
North Carolina
– – -4,289 Closed
CH
196
Canton Hathaway
Rhode Island
– – -3,930 Closed
USCWA
197
U.S. Capital Wealth Advisors
Texas
– – -2,727 Closed
HNWAG
198
High Net Worth Advisory Group
Florida
– – -1,400 Closed
RBC
199
Romano Brothers & Co
Illinois
– – -700 Closed
WAM
200
WFA Asset Management
Wisconsin
– – -371 Closed
5 6 7
8
9