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Fidelity MSCI Financials Index ETF
FNCL

Overview Fund Activity

194 hedge funds and large institutions have $619M invested in Fidelity MSCI Financials Index ETF in 2022 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 72 increasing their positions, 52 reducing their positions, and 27 closing their positions.

Holders
194
Holders Change
-2
Holders Change %
-1.02%
% of All Funds
3.07%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
28
Increased
72
Reduced
52
Closed
27
Calls
$380K
Puts
–
Net Calls
+$380K
Net Calls Change
+$379K

Top Buyers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$20.5M
2
CW
2
Connectus Wealth
Ohio
$16.1M
3
VC
3
Vicus Capital
Pennsylvania
$14M
4
BCM
4
Beaumont Capital Management
Massachusetts
$7.01M
5
PCS
5
Personal CFO Solutions
New Jersey
$6.02M

Top Sellers

1
BCM
1
Brookstone Capital Management
Illinois
$1.66M
2
BFA
2
Beaumont Financial Advisors
Massachusetts
$0
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$9.06M
4
KAS
4
Kestra Advisory Services
Texas
$16.1M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$8.9M
Name Market Value Shares Shares
Change 		Shares
Change %
Charles Schwab
1
Charles Schwab
California
$106M 1,957,648 +32,585 +2%
Lido Advisors
2
Lido Advisors
California
$71.9M 1,327,959 +96,516 +8%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$32.8M 605,913 +85,167 +16%
FSC
4
Full Sail Capital
Oklahoma
$28M 516,719 -56,664 -10%
CWM
5
Congress Wealth Management
Massachusetts
$20.9M 386,750 -28,388 -7%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$20.5M 379,410 +379,410 New
CW
7
Connectus Wealth
Ohio
$16.1M 288,214 +288,214 New
KAS
8
Kestra Advisory Services
Texas
$16.1M 296,873 -121,386 -29%
BCI
9
Brinker Capital Investments
Pennsylvania
$14M 258,594 -102,338 -28%
VC
10
Vicus Capital
Pennsylvania
$14M 258,421 +235,681 +1,036%
Wells Fargo
11
Wells Fargo
California
$11.4M 211,432 +17,530 +9%
DWP
12
Destiny Wealth Partners
Florida
$10.7M 196,740 +77,754 +65%
Ameriprise
13
Ameriprise
Minnesota
$10.6M 195,948 +29,449 +18%
LPL Financial
14
LPL Financial
California
$10.4M 192,484 +64,251 +50%
Morgan Stanley
15
Morgan Stanley
New York
$9.2M 169,831 -750 -0.4%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$9.06M 167,256 -208,646 -56%
Osaic Holdings
17
Osaic Holdings
Arizona
$8.9M 157,854 -99,509 -39%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$8.79M 162,384 -661 -0.4%
Bank of America
19
Bank of America
North Carolina
$8.69M 160,482 +37,287 +30%
HighTower Advisors
20
HighTower Advisors
Illinois
$7.79M 143,995 -42,177 -23%
5L
21
55I LLC
Massachusetts
$7.68M 141,884 +976 +0.7%
Stifel Financial
22
Stifel Financial
Missouri
$7.36M 135,986 +1,148 +0.9%
CAL
23
Capital Analysts LLC
Pennsylvania
$7.1M 131,162 -156 -0.1%
BCM
24
Beaumont Capital Management
Massachusetts
$7.01M 129,514 +125,623 +3,229%
PCS
25
Personal CFO Solutions
New Jersey
$6.02M 111,144 +111,144 New
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