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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 %
Lido Advisors
1
Lido Advisors
California
$145M 2,273,209 -83,091 -4%
Charles Schwab
2
Charles Schwab
California
$128M 2,001,443 -37,460 -2%
AM
3
AGF Management
Ontario, Canada
$30.9M 484,590 +190,137 +65%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$24.5M 384,106 +21,578 +6%
CWM
5
Congress Wealth Management
Massachusetts
$20.3M 318,443 +4,120 +1%
VC
6
Vicus Capital
Pennsylvania
$17.4M 271,794 +271,794 New
FSC
7
Full Sail Capital
Oklahoma
$17.2M 268,800 -16,281 -6%
Morgan Stanley
8
Morgan Stanley
New York
$16.8M 263,429 +10,769 +4%
QAM
9
Q3 Asset Management
Michigan
$14.1M 220,180 +220,180 New
Kovitz Investment Group Partners
10
Kovitz Investment Group Partners
Illinois
$12.2M 190,572 -3,743 -2%
Stifel Financial
11
Stifel Financial
Missouri
$9.83M 153,984 -136 -0.1%
Osaic Holdings
12
Osaic Holdings
Arizona
$9.22M 144,074 -24,144 -14%
Thrivent Financial for Lutherans
13
Thrivent Financial for Lutherans
Minnesota
$8.67M 135,757 +15,899 +13%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$8.55M 133,891 +35,760 +36%
Wells Fargo
15
Wells Fargo
California
$8.08M 126,514 -1,064 -0.8%
HighTower Advisors
16
HighTower Advisors
Illinois
$7.69M 120,767 -1,086 -0.9%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$7.42M 116,219 -19,188 -14%
ASN
18
Advisory Services Network
Georgia
$7.19M 124,142 – –
LPL Financial
19
LPL Financial
California
$6.64M 103,938 -35,113 -25%
JPMorgan Chase & Co
20
JPMorgan Chase & Co
New York
$6.18M 96,732 -895 -0.9%
QS
21
Quantitative Strategies
California
$5.68M 89,025 +2,767 +3%
PCS
22
Personal CFO Solutions
New Jersey
$5.23M 81,942 +81,942 New
Bank of America
23
Bank of America
North Carolina
$4.97M 77,805 +8,552 +12%
AWM
24
AE Wealth Management
Kansas
$4.73M 74,029 +11,942 +19%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$4.21M 65,938 -22,913 -26%
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