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Fidelity MSCI Financials Index ETF
FNCL

Overview Fund Activity

145 hedge funds and large institutions have $558M invested in Fidelity MSCI Financials Index ETF in 2018 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 64 increasing their positions, 36 reducing their positions, and 15 closing their positions.

Holders
145
Holders Change
+8
Holders Change %
+5.84%
% of All Funds
3.32%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
24
Increased
64
Reduced
36
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$19.7M
2
TRCT
2
Tower Research Capital (TRC)
New York
$5.54M
3
FI
3
FormulaFolio Investments
Michigan
$46.3M
4
ASN
4
Advisory Services Network
Georgia
$9.87M
5
Lido Advisors
5
Lido Advisors
California
$10.8M

Top Sellers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$21.1M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$5.99M
3
Jane Street
3
Jane Street
New York
$875K
4
CSIA
4
Charles Schwab Investment Advisory
California
$115M
5
MIAN
5
Mariner Independent Advisor Network
Kansas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$115M 2,923,979 -62,396 -2%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$46.6M 1,189,004 -9,300 -0.8%
FI
3
FormulaFolio Investments
Michigan
$46.3M 1,181,007 +98,295 +9%
BFA
4
Beaumont Financial Advisors
Massachusetts
$36.8M 939,751 +25,693 +3%
CFIA
5
Cantor Fitzgerald Investment Advisors
New York
$23.2M 591,995 +1,806 +0.3%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$21.1M 537,280 -139,610 -21%
Morgan Stanley
7
Morgan Stanley
New York
$19.7M 502,733 +258,808 +106%
LTFS
8
Ladenburg Thalmann Financial Services
Florida
$19.4M 481,183 – –
HighTower Advisors
9
HighTower Advisors
Illinois
$14.2M 362,942 -18,932 -5%
Wells Fargo
10
Wells Fargo
California
$13M 330,789 -3,074 -0.9%
Lido Advisors
11
Lido Advisors
California
$10.8M 276,517 +86,229 +45%
BCI
12
Brinker Capital Investments
Pennsylvania
$10M 255,634 +8,780 +4%
TPWA
13
TRUE Private Wealth Advisors
Oregon
$9.87M 251,847 +7,228 +3%
ASN
14
Advisory Services Network
Georgia
$9.87M 239,075 +83,278 +53%
Bank of America
15
Bank of America
North Carolina
$9.6M 244,888 +18,006 +8%
LI
16
LVZ Inc
Michigan
$9.33M 238,048 +10,419 +5%
VC
17
Vicus Capital
Pennsylvania
$7.55M 192,673 +55,493 +40%
CPSAC
18
Chas P. Smith & Associates (CPS)
Florida
$7.2M 183,653 -293 -0.2%
DCM
19
DeGreen Capital Management
Arizona
$7.06M 180,045 +7,737 +4%
Ameriprise
20
Ameriprise
Minnesota
$6.99M 178,141 -171 -0.1%
ST
21
Spinnaker Trust
Maine
$6.82M 173,929 +2,646 +2%
RW
22
Rand Wealth
Maryland
$6.73M 171,728 +11,472 +7%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$5.99M 152,810 -113,426 -43%
NR
24
Newfound Research
Massachusetts
$5.57M 142,040 -1,420 -1%
TRCT
25
Tower Research Capital (TRC)
New York
$5.54M 141,359 +114,508 +426%
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