Q3 2023 13F Holders as of 9/30/2023
-
Type / Class
-
Equity / MSCI FINLS IDX
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Number of holders
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174
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Total 13F shares, excl. options
-
9.89M
-
Shares change
-
+141K
-
Total reported value, excl. options
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$461M
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Value change
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+$6.51M
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Number of buys
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74
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Number of sells
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-60
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Price
-
$46.56
Significant Holders of FIDELITY COVINGTON TRUST - MSCI FINLS IDX (FNCL) as of Q3 2023
192 filings reported holding FNCL - FIDELITY COVINGTON TRUST - MSCI FINLS IDX as of Q3 2023.
FIDELITY COVINGTON TRUST - MSCI FINLS IDX (FNCL) has 174 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 9.89M shares
.
Largest 10 shareholders include CHARLES SCHWAB INVESTMENT MANAGEMENT INC (2.18M shares), Lido Advisors, LLC (1.97M shares), BANK OF AMERICA CORP /DE/ (688K shares), Full Sail Capital, LLC (545K shares), COMMONWEALTH EQUITY SERVICES, LLC (353K shares), Congress Wealth Management LLC / DE / (311K shares), MORGAN STANLEY (207K shares), JPMORGAN CHASE & CO (197K shares), Connectus Wealth, LLC (175K shares), and OSAIC HOLDINGS, INC. (162K shares).
This table shows the top 174 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.