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FMC Excelsior Focus Equity ETF
FMCX

2 hedge funds and large institutions have $88M invested in FMC Excelsior Focus Equity ETF in 2024 Q1 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

9% more capital invested

Capital invested by funds: $80.7M → $88M (+$7.34M)

0% more funds holding

Funds holding: 2 → 2 (0)

0% more first-time investments, than exits

New positions opened: 1 | Existing positions closed: 1

0.31% less ownership

Funds ownership: 95.06% → 94.74% (-0.31%)

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
+$175K
2
AT
Avalon Trust
New Mexico
+$71.6K

Top Sellers

Rank Fund Capital Flow
1
RG
Retirement Group
California
-$266
Name Holding Trade Value Shares
Change 		Change in
Stake
First Manhattan
1
First Manhattan
New York
$88M +$175K +6,348 +0.2%
AT
2
Avalon Trust
New Mexico
$75.3K +$71.6K +2,600 New
RG
3
Retirement Group
California
– -$266 -10 Closed

FMCX Hedge Fund Activity: Q1 2024 in Review

2 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in FMC Excelsior Focus Equity ETF (FMCX) for Q1 2024, worth a combined $88M — up 9.1% from $80.7M a quarter earlier.

Fund positioning in FMCX was balanced in Q1 2024: 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 $175K. The largest seller was Retirement Group, exiting entirely with an estimated $266 sold.

  • 2 institutional investors held FMC Excelsior Focus Equity ETF (FMCX) as of Q1 2024, unchanged from Q4 2023.
  • Funds reported $88M of FMC Excelsior Focus Equity ETF stock for Q1 2024, up 9.1% quarter-over-quarter.
  • 1 fund opened new FMC Excelsior Focus Equity ETF positions in Q1 2024 and 1 closed out, a net change of 0 holders.
  • The largest FMC Excelsior Focus Equity ETF buyer in Q1 2024 was First Manhattan, an estimated $175K added.
  • The largest FMC Excelsior Focus Equity ETF seller in Q1 2024 was Retirement Group, an estimated $266 sold.

Based on aggregated 13F filings for Q1 2024.