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Fidelity MSCI Financials Index ETF

142 hedge funds and large institutions have $245M invested in Fidelity MSCI Financials Index ETF in 2020 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 34 increasing their positions, 53 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 14

31% more capital invested

Capital invested by funds: $187M → $245M (+$57.9M)

9% more funds holding

Funds holding: 130142 (+12)

0.99% more ownership

Funds ownership: 26.67%27.65% (+0.99%)

36% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 53

Holders
142
Holders Change
+12
Holders Change %
+9.23%
% of All Funds
2.51%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
26
Increased
34
Reduced
53
Closed
14
Calls
$1K
Puts
Net Calls
+$1K
Net Calls Change
+$1K
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
26
Cribstone Capital Management
Maine
$1.82M -$8.41K -220 -0.5%
SW
27
SVB Wealth
Massachusetts
$1.64M -$436K -11,413 -23%
Truist Financial
28
Truist Financial
North Carolina
$1.6M -$184K -4,805 -11%
RSWM
29
Robertson Stephens Wealth Management
California
$1.38M
MWM
30
Maltin Wealth Management
New Jersey
$1.33M -$112K -2,940 -9%
CS
31
Credit Suisse
Switzerland
$1.27M -$72.9K -1,908 -6%
BCA
32
Bray Capital Advisors
Florida
$1.24M
JP Morgan Chase
33
JP Morgan Chase
New York
$1.21M -$68.5K -1,792 -6%
SPC
34
Sigma Planning Corp
Michigan
$1.17M -$459 -12 -0%
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$1.17M +$116K +3,027 +12%
KPWS
36
Kestra Private Wealth Services
Texas
$1.16M +$235K +6,156 +28%
Ameriprise
37
Ameriprise
Minnesota
$1.14M -$832K -21,759 -45%
QAM
38
Q3 Asset Management
Michigan
$1.1M +$1M +26,178 New
SSWM
39
Smith Salley Wealth Management
North Carolina
$950K -$33.5K -877 -4%
Thrivent Financial for Lutherans
40
Thrivent Financial for Lutherans
Minnesota
$905K
LA
41
Lynch & Associates
Indiana
$890K +$19.4K +508 +2%
Fidelity Investments
42
Fidelity Investments
Massachusetts
$887K +$48.4K +1,267 +6%
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$854K -$144K -3,764 -16%
BWM
44
Birchcreek Wealth Management
Ohio
$843K +$763K +19,978 New
Barclays
45
Barclays
United Kingdom
$815K
HCA
46
Heck Capital Advisors
Wisconsin
$775K +$74.7K +1,955 +12%
LNC
47
Lincoln National Corp
Pennsylvania
$774K -$506K -13,229 -42%
HAS
48
HBW Advisory Services
California
$763K +$690K +18,065 New
SFG
49
Sage Financial Group
Pennsylvania
$760K
AIC
50
Ameritas Investment Company
Nebraska
$754K +$183K +4,793 +37%

FNCL Hedge Fund Activity: Q4 2020 in Review

142 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Financials Index ETF (FNCL) for Q4 2020, worth a combined $245M — up 31% from $187M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new FNCL positions and 14 closed out — a net gain of 12 holders — while 34 added to existing stakes and 53 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $4.43M. The largest seller was Vicus Capital, cutting an estimated $3.12M.

  • 142 institutional investors held Fidelity MSCI Financials Index ETF (FNCL) as of Q4 2020, up from 130 in Q3 2020.
  • Funds reported $245M of Fidelity MSCI Financials Index ETF stock for Q4 2020, up 31% quarter-over-quarter.
  • 26 funds opened new Fidelity MSCI Financials Index ETF positions in Q4 2020 and 14 closed out, a net change of +12 holders.
  • The largest Fidelity MSCI Financials Index ETF buyer in Q4 2020 was Citadel Advisors, an estimated $4.43M added.
  • The largest Fidelity MSCI Financials Index ETF seller in Q4 2020 was Vicus Capital, an estimated $3.12M sold.

Based on aggregated 13F filings for Q4 2020.