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FMC Excelsior Focus Equity ETF
FMCX

2 hedge funds and large institutions have $72.7M invested in FMC Excelsior Focus Equity ETF in 2023 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 2 → 2 (0)

0% more first-time investments, than exits

New positions opened: 1 | Existing positions closed: 1

0.1% less ownership

Funds ownership: 95.08% → 94.98% (-0.1%)

4% less capital invested

Capital invested by funds: $75.9M → $72.7M (-$3.21M)

Holders
2
Holders Change
–
Holders Change %
0%
% of All Funds
0.03%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
1
Reduced
–
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
First Manhattan
First Manhattan
New York
+$397K
2
RG
Retirement Group
California
+$250

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$25
Name Holding Trade Value Shares
Change 		Change in
Stake
First Manhattan
1
First Manhattan
New York
$72.7M +$397K +15,886 +0.5%
RG
2
Retirement Group
California
$240 +$250 +10 New
Morgan Stanley
3
Morgan Stanley
New York
– -$25 -1 Closed

FMCX Hedge Fund Activity: Q3 2023 in Review

2 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in FMC Excelsior Focus Equity ETF (FMCX) for Q3 2023, worth a combined $72.7M — down 4.2% from $75.9M a quarter earlier.

Fund positioning in FMCX was balanced in Q3 2023: 1 fund opened new positions, 1 closed out, 1 added to existing stakes and 0 trimmed.

The largest buyer was First Manhattan, adding an estimated $397K. The largest seller was Morgan Stanley, exiting entirely with an estimated $25 sold.

  • 2 institutional investors held FMC Excelsior Focus Equity ETF (FMCX) as of Q3 2023, unchanged from Q2 2023.
  • Funds reported $72.7M of FMC Excelsior Focus Equity ETF stock for Q3 2023, down 4.2% quarter-over-quarter.
  • 1 fund opened new FMC Excelsior Focus Equity ETF positions in Q3 2023 and 1 closed out, a net change of 0 holders.
  • The largest FMC Excelsior Focus Equity ETF buyer in Q3 2023 was First Manhattan, an estimated $397K added.
  • The largest FMC Excelsior Focus Equity ETF seller in Q3 2023 was Morgan Stanley, an estimated $25 sold.

Based on aggregated 13F filings for Q3 2023.