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Fidelity MSCI Financials Index ETF
FNCL

128 hedge funds and large institutions have $181M invested in Fidelity MSCI Financials Index ETF in 2020 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 39 increasing their positions, 45 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more capital invested

Capital invested by funds: $169M → $181M (+$12.4M)

0.91% less ownership

Funds ownership: 25.6% → 24.7% (-0.91%)

4% less funds holding

Funds holding: 133 → 128 (-5)

13% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 45

14% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 22

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $2K

Holders
128
Holders Change
-5
Holders Change %
-3.76%
% of All Funds
2.62%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
39
Reduced
45
Closed
22
Calls
–
Puts
$2K
Net Calls
-$2K
Net Calls Change
–

Top Buyers

1
PAG
Pinnacle Advisory Group
Maryland
+$12M
2
HighTower Advisors
HighTower Advisors
Illinois
+$6.85M
3
Citadel Advisors
Citadel Advisors
Florida
+$3.68M
4
NR
Newfound Research
Massachusetts
+$1.73M
5
FSC
Full Sail Capital
Oklahoma
+$1.52M

Top Sellers

1
FI
FormulaFolio Investments
Michigan
-$14.5M
2
FIM
Freedom Investment Management
Connecticut
-$4.39M
3
Wells Fargo
Wells Fargo
California
-$3.26M
4
BFPW
BOK Financial Private Wealth
Colorado
-$2.68M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.47M
Name Holding Trade Value Shares
Change 		Change in
Stake
NR
26
Newfound Research
Massachusetts
$1.78M +$1.73M +53,644 New
TRCT
27
Tower Research Capital (TRC)
New York
$1.77M -$1.36M -42,169 -44%
LPL Financial
28
LPL Financial
California
$1.63M -$173K -5,366 -10%
CCM
29
Cribstone Capital Management
Maine
$1.44M +$1.4M +43,447 New
Truist Financial
30
Truist Financial
North Carolina
$1.31M -$51.4K -1,597 -4%
MWM
31
Maltin Wealth Management
New Jersey
$1.2M -$605K -18,810 -34%
CS
32
Credit Suisse
Switzerland
$1.11M -$125K -3,875 -10%
LNC
33
Lincoln National Corp
Pennsylvania
$1.05M +$293K +9,092 +40%
HCA
34
Heck Capital Advisors
Wisconsin
$1.04M -$35.8K -1,113 -3%
BCA
35
Bray Capital Advisors
Florida
$971K – – –
SPC
36
Sigma Planning Corp
Michigan
$879K -$1.25M -38,943 -59%
JP Morgan Chase
37
JP Morgan Chase
New York
$835K +$163K +5,064 +25%
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$835K +$626K +19,450 +337%
SSWM
39
Smith Salley Wealth Management
North Carolina
$727K +$2.86K +89 +0.4%
TCM
40
Traynor Capital Management
Pennsylvania
$699K -$112K -3,468 -14%
LA
41
Lynch & Associates
Indiana
$686K -$3.96K -123 -0.6%
NAM
42
NorthCoast Asset Management
Connecticut
$649K +$399K +12,415 +174%
Barclays
43
Barclays
United Kingdom
$639K – – –
Fidelity Investments
44
Fidelity Investments
Massachusetts
$623K +$41.3K +1,284 +7%
FA
45
FMA Advisory
Pennsylvania
$613K -$22.3K -694 -4%
MAFM
46
Mid Atlantic Financial Management
Pennsylvania
$606K +$49.5K +1,540 +9%
ACA
47
Atlas Capital Advisors
Wyoming
$601K -$1.86M -57,780 -76%
SFG
48
Sage Financial Group
Pennsylvania
$596K +$579K +17,989 New
MML Investors Services
49
MML Investors Services
Massachusetts
$569K +$73K +2,270 +15%
CPA
50
Court Place Advisors
Maryland
$566K -$9.39K -292 -2%
1
2
3 4 5

FNCL Hedge Fund Activity: Q2 2020 in Review

128 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Financials Index ETF (FNCL) for Q2 2020, worth a combined $181M — up 7.4% from $169M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of FNCL and 19 opened new positions — a net loss of 3 holders — while 45 trimmed existing stakes and 39 added.

The largest buyer was Pinnacle Advisory Group, opening a new position worth an estimated $12M. The largest seller was FormulaFolio Investments, exiting entirely with an estimated $14.5M sold.

  • 128 institutional investors held Fidelity MSCI Financials Index ETF (FNCL) as of Q2 2020, down from 133 in Q1 2020.
  • Funds reported $181M of Fidelity MSCI Financials Index ETF stock for Q2 2020, up 7.4% quarter-over-quarter.
  • 19 funds opened new Fidelity MSCI Financials Index ETF positions in Q2 2020 and 22 closed out, a net change of -3 holders.
  • The largest Fidelity MSCI Financials Index ETF buyer in Q2 2020 was Pinnacle Advisory Group, an estimated $12M added.
  • The largest Fidelity MSCI Financials Index ETF seller in Q2 2020 was FormulaFolio Investments, an estimated $14.5M sold.

Based on aggregated 13F filings for Q2 2020.