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Fidelity MSCI Financials Index ETF
FNCL

Overview Fund Activity

174 hedge funds and large institutions have $426M invested in Fidelity MSCI Financials Index ETF in 2023 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 46 increasing their positions, 70 reducing their positions, and 36 closing their positions.

Holders
174
Holders Change
-23
Holders Change %
-11.68%
% of All Funds
2.79%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
19
Increased
46
Reduced
70
Closed
36
Calls
$641K
Puts
–
Net Calls
+$641K
Net Calls Change
-$275K

Top Buyers

1
KAS
1
Kestra Advisory Services
Texas
$12.6M
2
CW
2
Connectus Wealth
Ohio
$5.06M
3
CI
3
CX Institutional
Indiana
$4.67M
4
Lido Advisors
4
Lido Advisors
California
$68.9M
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$3.32M

Top Sellers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$1.9M
2
VC
2
Vicus Capital
Pennsylvania
$0
3
PCS
3
Personal CFO Solutions
New Jersey
$0
4
Citadel Advisors
4
Citadel Advisors
Florida
$3.9M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.87M
Name Market Value Shares Shares
Change 		Shares
Change %
Charles Schwab
1
Charles Schwab
California
$101M 2,239,056 +34,801 +2%
Lido Advisors
2
Lido Advisors
California
$68.9M 1,527,315 +80,553 +6%
FSC
3
Full Sail Capital
Oklahoma
$23.1M 511,574 +21,507 +4%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$18.4M 409,011 -1,502 -0.4%
CWM
5
Congress Wealth Management
Massachusetts
$14.7M 325,976 -11,724 -3%
KAS
6
Kestra Advisory Services
Texas
$12.6M 279,834 +139,891 +100%
Morgan Stanley
7
Morgan Stanley
New York
$9.68M 214,728 -7,372 -3%
Osaic Holdings
8
Osaic Holdings
Arizona
$9.18M 203,476 -10,235 -5%
JPMorgan Chase & Co
9
JPMorgan Chase & Co
New York
$8.8M 195,207 -3,806 -2%
LPL Financial
10
LPL Financial
California
$7.4M 164,018 -16,524 -9%
Wells Fargo
11
Wells Fargo
California
$7.19M 159,472 -52,027 -25%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$6.78M 150,288 -1,674 -1%
Stifel Financial
13
Stifel Financial
Missouri
$6.62M 146,768 -4,135 -3%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$5.82M 129,084 -73,582 -36%
Ameriprise
15
Ameriprise
Minnesota
$5.65M 125,268 +32,914 +36%
CW
16
Connectus Wealth
Ohio
$5.06M 112,239 +112,239 New
GGS
17
Galvin Gaustad & Stein
Arizona
$4.69M 103,942 -10,100 -9%
HighTower Advisors
18
HighTower Advisors
Illinois
$4.68M 103,286 -53,203 -34%
CI
19
CX Institutional
Indiana
$4.67M 103,552 +103,552 New
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$4.19M 92,944 -38,886 -29%
Citadel Advisors
21
Citadel Advisors
Florida
$3.9M 86,521 -85,462 -50%
UWM
22
USAdvisors Wealth Management
Minnesota
$3.85M 85,365 -1,476 -2%
ASN
23
Advisory Services Network
Georgia
$3.74M 82,816 +9,407 +13%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$3.32M 73,639 +67,046 +1,017%
AM
25
AGF Management
Ontario, Canada
$3.08M 68,261 +33,198 +95%
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