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Fidelity MSCI Financials Index ETF
FNCL

Overview Fund Activity

195 hedge funds and large institutions have $568M invested in Fidelity MSCI Financials Index ETF in 2024 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 55 increasing their positions, 63 reducing their positions, and 23 closing their positions.

Holders
195
Holders Change
+4
Holders Change %
+2.09%
% of All Funds
2.83%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
27
Increased
55
Reduced
63
Closed
23
Calls
$316K
Puts
–
Net Calls
+$316K
Net Calls Change
+$47K

Top Buyers

1
QAM
1
Q3 Asset Management
Michigan
$16.1M
2
CW
2
Connectus Wealth
Ohio
$12.1M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$6.74M
4
AM
4
AGF Management
Ontario, Canada
$14.8M
5
Citadel Advisors
5
Citadel Advisors
Florida
$4.28M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$4.18M
2
Morgan Stanley
2
Morgan Stanley
New York
$14M
3
GGS
3
Galvin Gaustad & Stein
Arizona
$1.68M
4
AWM
4
AE Wealth Management
Kansas
$3.15M
5
Charles Schwab
5
Charles Schwab
California
$124M
Name Market Value Shares Shares
Change 		Shares
Change %
BHWM
176
Beaird Harris Wealth Management
Texas
$7.27K 122 – –
PMFA
177
Plante Moran Financial Advisors
Michigan
$7.13K 120 – –
BFPW
178
BOK Financial Private Wealth
Colorado
$5.17K 87 – –
CIBC Private Wealth Group
179
CIBC Private Wealth Group
Georgia
$4.9K 83 +83 New
AWM
180
Avior Wealth Management
Nebraska
$4.6K 77 – –
RWPA
181
Richard W. Paul & Associates
Michigan
$4.46K 75 – –
PP
182
Pacifica Partners
Canada
$4.37K 75 – –
APC
183
Aspire Private Capital
North Carolina
$3.05K 51 – –
OSAM
184
O'Shaughnessy Asset Management
Connecticut
$2.97K 50 +50 New
BLC
185
Brown, Lisle/Cummings
Rhode Island
$2.44K 41 – –
PP
186
PFS Partners
New Jersey
$2.33K 39 – –
RIL
187
Rothschild Investment LLC
Illinois
$1.72K 29 – –
CPBTD
188
Central Pacific Bank - Trust Division
Hawaii
$1.71K 29 +29 New
FFA
189
Farther Finance Advisors
California
$1.7K 29 – –
CIA
190
Cape Investment Advisory
Georgia
$1.6K 27 – –
FGAM
191
Financial Gravity Asset Management
Texas
$640 11 +11 New
FCMT
192
Founders Capital Management (Texas)
Texas
$392 7 – –
S
193
Sachetta
Massachusetts
$269 5 – –
BNP Paribas Financial Markets
194
BNP Paribas Financial Markets
France
$238 4 +4 New
LC
195
Lindbrook Capital
California
$119 2 – –
AA
196
Ancora Advisors
Ohio
– – – –
WA
197
Win Advisors
Florida
– – -56,589 Closed
RCYC
198
Richard C. Young & Co
Rhode Island
– – -44,638 Closed
PWMG
199
Pinnacle Wealth Management Group
Michigan
– – -33,392 Closed
BIP
200
Bouvel Investment Partners
Pennsylvania
– – -24,402 Closed
5 6 7
8
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