Fidelity MSCI Financials Index ETF
FNCL
29 hedge funds and large institutions have $142M invested in Fidelity MSCI Financials Index ETF in 2015 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 11 increasing their positions, 4 reducing their positions, and 7 closing their positions.
175% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 4
71% more capital invested
Capital invested by funds: $83M → $142M (+$59.3M)
57% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 7
16% more funds holding
Funds holding: 25 → 29 (+4)
5.99% more ownership
Funds ownership: 37.49% → 43.48% (+6%)
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
UBS Group
Zurich,
Switzerland
| $25K | – | – | – |
|
|
NFG
27
Next Financial Group
Houston,
Texas
| $15K | +$15.6K | +536 | New |
|
|
AIG
28
American International Group
New York
| $5.91K | +$5.95K | +204 | New |
|
29
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$850K | -29,530 | Closed |
|
30
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| – | -$382K | -13,265 | Closed |
|
31
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$37K | -1,295 | Closed |
|
|
MPWT
32
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| – | -$6.87K | -239 | Closed |
|
33
Creative Planning
Overland Park,
Kansas
| – | -$3K | -100 | Closed |
|
34
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$3K | -95 | Closed |
|
35
Citigroup
New York
| – | -$2K | -79 | Closed |
|
FNCL Hedge Fund Activity: Q2 2015 in Review
29 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Financials Index ETF (FNCL) for Q2 2015, worth a combined $142M — up 71% from $83M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new FNCL positions and 7 closed out — a net gain of 4 holders — while 11 added to existing stakes and 4 trimmed.
The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $36.9M. The largest seller was Beaumont Financial Advisors, cutting an estimated $19.1M.
- 29 institutional investors held Fidelity MSCI Financials Index ETF (FNCL) as of Q2 2015, up from 25 in Q1 2015.
- Funds reported $142M of Fidelity MSCI Financials Index ETF stock for Q2 2015, up 71% quarter-over-quarter.
- 11 funds opened new Fidelity MSCI Financials Index ETF positions in Q2 2015 and 7 closed out, a net change of +4 holders.
- The largest Fidelity MSCI Financials Index ETF buyer in Q2 2015 was Envestnet Asset Management, an estimated $36.9M added.
- The largest Fidelity MSCI Financials Index ETF seller in Q2 2015 was Beaumont Financial Advisors, an estimated $19.1M sold.
Based on aggregated 13F filings for Q2 2015.