Q2 2023 13F Holders as of 6/30/2023
-
Type / Class
-
Equity / MSCI FINLS IDX
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Number of holders
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172
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Total 13F shares, excl. options
-
9.7M
-
Shares change
-
-225K
-
Total reported value, excl. options
-
$457M
-
Value change
-
-$10.3M
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Number of buys
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65
-
Number of sells
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-86
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Price
-
$47.07
Significant Holders of FIDELITY COVINGTON TRUST - MSCI FINLS IDX (FNCL) as of Q2 2023
194 filings reported holding FNCL - FIDELITY COVINGTON TRUST - MSCI FINLS IDX as of Q2 2023.
FIDELITY COVINGTON TRUST - MSCI FINLS IDX (FNCL) has 172 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 9.7M shares
.
Largest 10 shareholders include CHARLES SCHWAB INVESTMENT MANAGEMENT INC (2.18M shares), Lido Advisors, LLC (1.88M shares), BANK OF AMERICA CORP /DE/ (672K shares), Full Sail Capital, LLC (526K shares), COMMONWEALTH EQUITY SERVICES, LLC (344K shares), Congress Wealth Management LLC / DE / (315K shares), MORGAN STANLEY (198K shares), JPMORGAN CHASE & CO (194K shares), Connectus Wealth, LLC (173K shares), and LPL Financial LLC (152K shares).
This table shows the top 172 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.