We are live on ! Find out more
FNCL icon

Fidelity MSCI Financials Index ETF
FNCL

67 hedge funds and large institutions have $194M invested in Fidelity MSCI Financials Index ETF in 2016 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 22 increasing their positions, 9 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

329% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 7

225% more capital invested

Capital invested by funds: $59.7M → $194M (+$134M)

144% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 9

49% more funds holding

Funds holding: 45 → 67 (+22)

7.66% more ownership

Funds ownership: 25.32% → 32.98% (+7.7%)

Holders
67
Holders Change
+22
Holders Change %
+48.89%
% of All Funds
1.68%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
30
Increased
22
Reduced
9
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$26.1M
2
BFA
Beaumont Financial Advisors
Massachusetts
+$18.5M
3
EMA
Efficient Market Advisors
California
+$17.2M
4
LTFS
Ladenburg Thalmann Financial Services
Florida
+$9.73M
5
TPWA
TRUE Private Wealth Advisors
Oregon
+$9.11M

Top Sellers

1
ST
Spinnaker Trust
Maine
-$1.92M
2
Goldman Sachs
Goldman Sachs
New York
-$1.44M
3
CPSAC
Chas P. Smith & Associates (CPS)
Florida
-$1.11M
4
HighTower Advisors
HighTower Advisors
Illinois
-$1.03M
5
Citadel Advisors
Citadel Advisors
Florida
-$642K
Name Holding Trade Value Shares
Change 		Change in
Stake
Lido Advisors
26
Lido Advisors
California
$764K +$703K +22,108 New
RJFSA
27
Raymond James Financial Services Advisors
Florida
$746K +$686K +21,563 New
AI
28
Atria Investments
North Carolina
$669K +$615K +19,341 New
MFS
29
MSI Financial Services
Massachusetts
$658K +$597K +18,767 +7,331%
FA
30
FDx Advisors
Illinois
$625K +$575K +18,070 New
SPC
31
Sigma Planning Corp
Michigan
$529K -$139K -4,363 -22%
AG
32
Advisor Group
Arizona
$510K +$106K +3,320 +29%
RCA
33
Rowland Carmichael Advisors
Arizona
$486K +$447K +14,065 New
CA
34
Cetera Advisors
Colorado
$483K +$445K +14,002 New
LA
35
Lynch & Associates
Indiana
$447K -$6.74K -212 -2%
SHIM
36
Stone House Investment Management
Pennsylvania
$400K +$368K +11,574 New
Jane Street
37
Jane Street
New York
$374K +$344K +10,827 New
RFWA
38
RPg Family Wealth Advisory
Massachusetts
$363K +$161K +5,074 +93%
AWA
39
ARS Wealth Advisors
Florida
$363K +$334K +10,495 New
MIAN
40
Mariner Independent Advisor Network
Kansas
$362K +$333K +10,471 New
CFP
41
Cornerstone Financial Partners
North Carolina
$346K +$318K +10,010 New
DADC
42
D.A. Davidson & Co
Montana
$317K +$292K +9,195 New
KTC
43
Kistler-Tiffany Companies
Pennsylvania
$291K – – –
Fidelity Investments
44
Fidelity Investments
Massachusetts
$291K +$268K +8,412 New
CPA
45
Court Place Advisors
Maryland
$290K – – –
FAAS
46
First Allied Advisory Services
California
$236K +$217K +6,834 New
AW
47
ACG Wealth
Georgia
$233K +$214K +6,740 New
IA
48
IFP Advisors
Florida
$164K +$151K +4,740 New
WA
49
WFG Advisors
Texas
$150K +$48.7K +1,531 +55%
CFD
50
Creative Financial Designs
Indiana
$138K +$127K +3,986 New
1
2
3

FNCL Hedge Fund Activity: Q4 2016 in Review

67 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Financials Index ETF (FNCL) for Q4 2016, worth a combined $194M — up 225% from $59.7M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new FNCL positions and 7 closed out — a net gain of 23 holders — while 22 added to existing stakes and 9 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $26.1M. The largest seller was Spinnaker Trust, cutting an estimated $1.92M.

  • 67 institutional investors held Fidelity MSCI Financials Index ETF (FNCL) as of Q4 2016, up from 45 in Q3 2016.
  • Funds reported $194M of Fidelity MSCI Financials Index ETF stock for Q4 2016, up 225% quarter-over-quarter.
  • 30 funds opened new Fidelity MSCI Financials Index ETF positions in Q4 2016 and 7 closed out, a net change of +23 holders.
  • The largest Fidelity MSCI Financials Index ETF buyer in Q4 2016 was Envestnet Asset Management, an estimated $26.1M added.
  • The largest Fidelity MSCI Financials Index ETF seller in Q4 2016 was Spinnaker Trust, an estimated $1.92M sold.

Based on aggregated 13F filings for Q4 2016.