We are live on ! Find out more
FNCL icon

Fidelity MSCI Financials Index ETF

168 hedge funds and large institutions have $595M invested in Fidelity MSCI Financials Index ETF in 2021 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 67 increasing their positions, 29 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 12

143% more capital invested

Capital invested by funds: $245M → $595M (+$350M)

131% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 29

18% more funds holding

Funds holding: 142168 (+26)

12.14% more ownership

Funds ownership: 27.65%39.8% (+12%)

Holders
168
Holders Change
+26
Holders Change %
+18.31%
% of All Funds
2.95%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
39
Increased
67
Reduced
29
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
26
Bank of America
North Carolina
$3.06M +$467K +10,117 +19%
JP Morgan Chase
27
JP Morgan Chase
New York
$3.02M +$1.53M +33,103 +116%
ST
28
Spinnaker Trust
Maine
$2.98M +$2.81M +60,816 New
MAFM
29
Mid Atlantic Financial Management
Pennsylvania
$2.82M +$2.15M +46,483 +415%
BIP
30
Bouvel Investment Partners
Pennsylvania
$2.71M +$2.56M +55,342 New
ECM
31
Exchange Capital Management
Michigan
$2.33M -$213K -4,613 -9%
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$2.27M +$1.21M +26,246 +130%
CCM
33
Cribstone Capital Management
Maine
$2.1M -$15.1K -326 -0.8%
Thrivent Financial for Lutherans
34
Thrivent Financial for Lutherans
Minnesota
$1.92M
MWM
35
Maltin Wealth Management
New Jersey
$1.85M +$289K +6,267 +20%
BWM
36
Birchcreek Wealth Management
Ohio
$1.74M +$716K +15,496 +78%
AI
37
Atria Investments
North Carolina
$1.72M +$1.62M +35,092 New
SPC
38
Sigma Planning Corp
Michigan
$1.71M +$324K +7,012 +25%
Truist Financial
39
Truist Financial
North Carolina
$1.68M -$213K -4,604 -12%
MML Investors Services
40
MML Investors Services
Massachusetts
$1.64M +$1.01M +21,973 +192%
RSWM
41
Robertson Stephens Wealth Management
California
$1.6M
BCA
42
Bray Capital Advisors
Florida
$1.43M
SSWM
43
Smith Salley Wealth Management
North Carolina
$1.42M +$299K +6,475 +29%
Mercer Global Advisors
44
Mercer Global Advisors
Colorado
$1.4M +$1.32M +28,646 New
LNC
45
Lincoln National Corp
Pennsylvania
$1.4M +$475K +10,283 +56%
KPWS
46
Kestra Private Wealth Services
Texas
$1.39M +$26.2K +567 +2%
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$1.35M -$7.81K -169 -0.6%
SW
48
SVB Wealth
Massachusetts
$1.34M -$532K -11,509 -30%
FTUS
49
Flow Traders U.S.
New York
$1.33M +$1.26M +27,271 New
SWM
50
Spire Wealth Management
Virginia
$1.15M +$1.08M +23,484 New

FNCL Hedge Fund Activity: Q1 2021 in Review

168 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Financials Index ETF (FNCL) for Q1 2021, worth a combined $595M — up 143% from $245M a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new FNCL positions and 12 closed out — a net gain of 27 holders — while 67 added to existing stakes and 29 trimmed.

The largest buyer was Charles Schwab, opening a new position worth an estimated $198M. The largest seller was Citadel Advisors, exiting entirely with an estimated $7.66M sold.

  • 168 institutional investors held Fidelity MSCI Financials Index ETF (FNCL) as of Q1 2021, up from 142 in Q4 2020.
  • Funds reported $595M of Fidelity MSCI Financials Index ETF stock for Q1 2021, up 143% quarter-over-quarter.
  • 39 funds opened new Fidelity MSCI Financials Index ETF positions in Q1 2021 and 12 closed out, a net change of +27 holders.
  • The largest Fidelity MSCI Financials Index ETF buyer in Q1 2021 was Charles Schwab, an estimated $198M added.
  • The largest Fidelity MSCI Financials Index ETF seller in Q1 2021 was Citadel Advisors, an estimated $7.66M sold.

Based on aggregated 13F filings for Q1 2021.