Fidelity MSCI Financials Index ETF
FNCL
25 hedge funds and large institutions have $154M invested in Fidelity MSCI Financials Index ETF in 2014 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 9 increasing their positions, 2 reducing their positions, and 3 closing their positions.
367% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 3
350% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 2
100% more capital invested
Capital invested by funds: $76.8M → $154M (+$77.2M)
67% more funds holding
Funds holding: 15 → 25 (+10)
2% less ownership
Funds ownership: 52.87% → 50.87% (-2%)
Top Buyers
| 1 |
ACM
Aviance Capital Management
Sarasota,
Florida
|
+$23.3M |
| 2 |
Goldman Sachs
New York
|
+$16.3M |
| 3 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$14.7M |
| 4 |
Jane Street
New York
|
+$12.3M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$3.7M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MFS
26
MSI Financial Services
Springfield,
Massachusetts
| – | -$11K | -400 | Closed |
|
|
PFG
27
Pacific Financial Group
Bellevue,
Washington
| – | +$28 | +1 | New |
|
28
Parallax Volatility Advisers
San Francisco,
California
| – | +$28 | +1 | New |
|
FNCL Hedge Fund Activity: Q4 2014 in Review
25 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Financials Index ETF (FNCL) for Q4 2014, worth a combined $154M — up 100% from $76.8M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new FNCL positions and 3 closed out — a net gain of 11 holders — while 9 added to existing stakes and 2 trimmed.
The largest buyer was Aviance Capital Management, opening a new position worth an estimated $23.3M. The largest seller was Envestnet Asset Management, exiting entirely with an estimated $6.72M sold.
- 25 institutional investors held Fidelity MSCI Financials Index ETF (FNCL) as of Q4 2014, up from 15 in Q3 2014.
- Funds reported $154M of Fidelity MSCI Financials Index ETF stock for Q4 2014, up 100% quarter-over-quarter.
- 14 funds opened new Fidelity MSCI Financials Index ETF positions in Q4 2014 and 3 closed out, a net change of +11 holders.
- The largest Fidelity MSCI Financials Index ETF buyer in Q4 2014 was Aviance Capital Management, an estimated $23.3M added.
- The largest Fidelity MSCI Financials Index ETF seller in Q4 2014 was Envestnet Asset Management, an estimated $6.72M sold.
Based on aggregated 13F filings for Q4 2014.