FNCL icon

Fidelity MSCI Financials Index ETF
FNCL

Overview Fund Activity

199 hedge funds and large institutions have $627M invested in Fidelity MSCI Financials Index ETF in 2024 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 61 increasing their positions, 59 reducing their positions, and 14 closing their positions.

Holders
199
Holders Change
+13
Holders Change %
+6.99%
% of All Funds
2.88%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
28
Increased
61
Reduced
59
Closed
14
Calls
$32K
Puts
$204K
Net Calls
-$172K
Net Calls Change
-$172K

Top Buyers

1
VC
1
Vicus Capital
Pennsylvania
$17.4M
2
QAM
2
Q3 Asset Management
Michigan
$14.1M
3
AM
3
AGF Management
Ontario, Canada
$30.9M
4
PCS
4
Personal CFO Solutions
New Jersey
$5.23M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$8.55M

Top Sellers

1
ACA
1
Aptus Capital Advisors
Alabama
$27.8K
2
Lido Advisors
2
Lido Advisors
California
$145M
3
Citadel Advisors
3
Citadel Advisors
Florida
$303K
4
Charles Schwab
4
Charles Schwab
California
$128M
5
LPL Financial
5
LPL Financial
California
$6.64M
Name Market Value Shares Shares
Change 		Shares
Change %
BONH
176
Bank of New Hampshire
New Hampshire
$10.8K 169 – –
T
177
Tidemark
California
$9.58K 150 – –
MSG
178
Main Street Group
Virginia
$9.26K 145 – –
PMFA
179
Plante Moran Financial Advisors
Michigan
$7.66K 120 – –
SWM
180
Spire Wealth Management
Virginia
$6.39K 100 -300 -75%
VWM
181
Venturi Wealth Management
Texas
$6.19K 97 +97 New
BFPW
182
BOK Financial Private Wealth
Colorado
$5.56K 87 – –
RWPA
183
Richard W. Paul & Associates
Michigan
$4.79K 75 – –
CA
184
CoreCap Advisors
Michigan
$4.66K 73 +73 New
TFA
185
Transamerica Financial Advisors
Florida
$4K 48 -740 -94%
APC
186
Aspire Private Capital
North Carolina
$3.3K 52 – –
AssetMark Inc
187
AssetMark Inc
California
$3.19K 50 +50 New
SSB
188
Sandy Spring Bank
Maryland
$2.75K 43 – –
BLC
189
Brown, Lisle/Cummings
Rhode Island
$2.62K 41 – –
WWM
190
Wolff Wiese Magana
California
$2.49K 39 – –
PP
191
PFS Partners
New Jersey
$2.46K 38 -1 -3%
RIL
192
Rothschild Investment LLC
Illinois
$1.85K 29 – –
CPBTD
193
Central Pacific Bank - Trust Division
Hawaii
$1.85K 29 – –
CIA
194
Cape Investment Advisory
Georgia
$1.74K 27 – –
PK
195
Pflug Koory
Nebraska
$1.6K 25 +25 New
SIS
196
Sound Income Strategies
Florida
$830 13 -88 -87%
IAIM
197
International Assets Investment Management
Florida
$550 35,120 +35,120 New
FCMT
198
Founders Capital Management (Texas)
Texas
$425 7 – –
LC
199
Lindbrook Capital
California
$217 3 – –
AA
200
Ancora Advisors
Ohio
– – – –
5 6 7
8
9