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Fidelity MSCI Financials Index ETF
FNCL

Overview Fund Activity

150 hedge funds and large institutions have $547M invested in Fidelity MSCI Financials Index ETF in 2018 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 57 increasing their positions, 53 reducing their positions, and 14 closing their positions.

Holders
150
Holders Change
+5
Holders Change %
+3.45%
% of All Funds
3.43%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
19
Increased
57
Reduced
53
Closed
14
Calls
$274K
Puts
–
Net Calls
+$274K
Net Calls Change
+$274K

Top Buyers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$11.7M
2
Jane Street
2
Jane Street
New York
$5.15M
3
BCI
3
Brinker Capital Investments
Pennsylvania
$13.1M
4
Lido Advisors
4
Lido Advisors
California
$14M
5
FPGK
5
Financial Partners Group (Kansas)
Kansas
$4.87M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$33.5M
2
BFA
2
Beaumont Financial Advisors
Massachusetts
$25.1M
3
LTFS
3
Ladenburg Thalmann Financial Services
Florida
$12.5M
4
FI
4
FormulaFolio Investments
Michigan
$41.5M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$8.58M
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$117M 2,895,575 -28,404 -1%
FI
2
FormulaFolio Investments
Michigan
$41.5M 1,028,161 -152,846 -13%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$33.5M 829,948 -359,056 -30%
BFA
4
Beaumont Financial Advisors
Massachusetts
$25.1M 622,395 -317,356 -34%
CFIA
5
Cantor Fitzgerald Investment Advisors
New York
$22.7M 563,010 -28,985 -5%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$21.3M 529,237 -8,043 -1%
Morgan Stanley
7
Morgan Stanley
New York
$20.1M 497,490 -5,243 -1%
Lido Advisors
8
Lido Advisors
California
$14M 346,414 +69,897 +25%
Wells Fargo
9
Wells Fargo
California
$13.3M 330,434 -355 -0.1%
BCI
10
Brinker Capital Investments
Pennsylvania
$13.1M 325,859 +70,225 +27%
LTFS
11
Ladenburg Thalmann Financial Services
Florida
$12.5M 309,302 -171,881 -36%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$11.7M 289,872 +195,895 +208%
TPWA
13
TRUE Private Wealth Advisors
Oregon
$11.3M 279,444 +27,597 +11%
ASN
14
Advisory Services Network
Georgia
$10.6M 263,420 +24,345 +10%
Bank of America
15
Bank of America
North Carolina
$10.1M 251,321 +6,433 +3%
LI
16
LVZ Inc
Michigan
$9.94M 255,230 +17,182 +7%
HighTower Advisors
17
HighTower Advisors
Illinois
$8.58M 213,224 -149,718 -41%
VC
18
Vicus Capital
Pennsylvania
$8.57M 212,534 +19,861 +10%
CPSAC
19
Chas P. Smith & Associates (CPS)
Florida
$7.5M 186,053 +2,400 +1%
DCM
20
DeGreen Capital Management
Arizona
$7.2M 178,601 -1,444 -0.8%
Ameriprise
21
Ameriprise
Minnesota
$6.99M 173,227 -4,914 -3%
RW
22
Rand Wealth
Maryland
$6.96M 172,548 +820 +0.5%
ST
23
Spinnaker Trust
Maine
$6.83M 169,447 -4,482 -3%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$5.41M 134,041 -18,769 -12%
Jane Street
25
Jane Street
New York
$5.15M 127,706 +105,379 +472%
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