Q2 2024 13F Holders as of 6/30/2024
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Type / Class
-
Equity / MSCI FINLS IDX
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Number of holders
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184
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Total 13F shares, excl. options
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9.42M
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Shares change
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+113K
-
Total reported value, excl. options
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$546M
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Value change
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+$6.07M
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Number of buys
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83
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Number of sells
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-76
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Price
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$57.94
Significant Holders of FIDELITY COVINGTON TRUST - MSCI FINLS IDX (FNCL) as of Q2 2024
206 filings reported holding FNCL - FIDELITY COVINGTON TRUST - MSCI FINLS IDX as of Q2 2024.
FIDELITY COVINGTON TRUST - MSCI FINLS IDX (FNCL) has 184 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 9.42M shares
.
Largest 10 shareholders include Lido Advisors, LLC (2.36M shares), CHARLES SCHWAB INVESTMENT MANAGEMENT INC (2.04M shares), COMMONWEALTH EQUITY SERVICES, LLC (363K shares), Congress Wealth Management LLC / DE / (314K shares), AGF MANAGEMENT LTD (294K shares), Full Sail Capital, LLC (285K shares), MORGAN STANLEY (253K shares), Kovitz Investment Group Partners, LLC (194K shares), OSAIC HOLDINGS, INC. (168K shares), and Aptus Capital Advisors, LLC (154K shares).
This table shows the top 184 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.