Fidelity MSCI Financials Index ETF
FNCL
128 hedge funds and large institutions have $336M invested in Fidelity MSCI Financials Index ETF in 2018 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 38 increasing their positions, 50 reducing their positions, and 41 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
4.53% less ownership
Funds ownership: 36.43% → 31.9% (-4.5%)
15% less funds holding
Funds holding: 150 → 128 (-22)
24% less repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 50
39% less capital invested
Capital invested by funds: $547M → $336M (-$211M)
41% less first-time investments, than exits
New positions opened: 24 | Existing positions closed: 41
Top Buyers
| 1 |
Stifel Financial
St. Louis,
Missouri
|
+$6.73M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$6.41M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$4.97M |
| 4 |
CW
Cobiz Wealth
Denver,
Colorado
|
+$4.74M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$4.48M |
Top Sellers
FNCL Hedge Fund Activity: Q4 2018 in Review
128 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Financials Index ETF (FNCL) for Q4 2018, worth a combined $336M — down 39% from $547M a quarter earlier.
Sellers outnumbered buyers: 41 funds closed out of FNCL and 24 opened new positions — a net loss of 17 holders — while 50 trimmed existing stakes and 38 added.
The largest buyer was Stifel Financial, opening a new position worth an estimated $6.73M. The largest seller was Charles Schwab Investment Advisory, cutting an estimated $51M.
- 128 institutional investors held Fidelity MSCI Financials Index ETF (FNCL) as of Q4 2018, down from 150 in Q3 2018.
- Funds reported $336M of Fidelity MSCI Financials Index ETF stock for Q4 2018, down 39% quarter-over-quarter.
- 24 funds opened new Fidelity MSCI Financials Index ETF positions in Q4 2018 and 41 closed out, a net change of -17 holders.
- The largest Fidelity MSCI Financials Index ETF buyer in Q4 2018 was Stifel Financial, an estimated $6.73M added.
- The largest Fidelity MSCI Financials Index ETF seller in Q4 2018 was Charles Schwab Investment Advisory, an estimated $51M sold.
Based on aggregated 13F filings for Q4 2018.