FNCL icon

Fidelity MSCI Financials Index ETF
FNCL

Overview Fund Activity

186 hedge funds and large institutions have $548M invested in Fidelity MSCI Financials Index ETF in 2024 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 67 increasing their positions, 55 reducing their positions, and 22 closing their positions.

Holders
186
Holders Change
-9
Holders Change %
-4.62%
% of All Funds
2.71%
Holding in Top 10
–
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-100%
% of All Funds
–
New
18
Increased
67
Reduced
55
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Kovitz Investment Group Partners
1
Kovitz Investment Group Partners
Illinois
$11.3M
2
ACA
2
Aptus Capital Advisors
Alabama
$8.94M
3
Lido Advisors
3
Lido Advisors
California
$137M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$5.15M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$5.69M

Top Sellers

1
QAM
1
Q3 Asset Management
Michigan
$0
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$5.66M
3
Charles Schwab
3
Charles Schwab
California
$118M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$7.06M
5
LNC
5
Lincoln National Corp
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SSB
176
Sandy Spring Bank
Maryland
$2.49K 43 +43 New
BLC
177
Brown, Lisle/Cummings
Rhode Island
$2.38K 41 – –
PP
178
PFS Partners
New Jersey
$2.28K 39 – –
WWM
179
Wolff Wiese Magana
California
$2.26K 39 +39 New
CPBTD
180
Central Pacific Bank - Trust Division
Hawaii
$1.68K 29 – –
RIL
181
Rothschild Investment LLC
Illinois
$1.68K 29 – –
FFA
182
Farther Finance Advisors
California
$1.62K 28 -1 -3%
CIA
183
Cape Investment Advisory
Georgia
$1.57K 27 – –
GI
184
Gradient Investments
Minnesota
$671 12 +12 New
FCMT
185
Founders Capital Management (Texas)
Texas
$384 7 – –
SFC
186
Strategic Financial Concepts
Texas
$343 21,314 +21,314 New
LC
187
Lindbrook Capital
California
$185 3 +1 +50%
GLR
188
Great Lakes Retirement
Ohio
$35 1 +1 New
AA
189
Ancora Advisors
Ohio
– – – –
QAM
190
Q3 Asset Management
Michigan
– – -271,528 Closed
LNC
191
Lincoln National Corp
Pennsylvania
– – -45,958 Closed
FA
192
Faithward Advisors
Pennsylvania
– – -14,870 Closed
HIC
193
Hartline Investment Corp
Illinois
– – -8,118 Closed
HAS
194
HBW Advisory Services
California
– – -6,525 Closed
SAM
195
Secure Asset Management
Michigan
– – -5,304 Closed
FFS
196
Founders Financial Securities
Maryland
– – -4,630 Closed
AWM
197
Axxcess Wealth Management
California
– – -4,383 Closed
AWA
198
Arkadios Wealth Advisors
Georgia
– – -3,565 Closed
PWA
199
Primoris Wealth Advisors
Florida
– – -3,432 Closed
SFC
200
SYM Financial Corp
Indiana
– – -1,100 Closed
5 6 7
8
9