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Fidelity MSCI Financials Index ETF

128 hedge funds and large institutions have $406M invested in Fidelity MSCI Financials Index ETF in 2019 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 38 increasing their positions, 49 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 14

11% more capital invested

Capital invested by funds: $366M → $406M (+$40.2M)

2.85% more ownership

Funds ownership: 32.62%35.48% (+2.9%)

2% more funds holding

Funds holding: 126128 (+2)

22% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 49

Holders
128
Holders Change
+2
Holders Change %
+1.59%
% of All Funds
2.78%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.04%
New
17
Increased
38
Reduced
49
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LNC
51
Lincoln National Corp
Pennsylvania
$891K +$179K +4,539 +26%
AI
52
Atria Investments
North Carolina
$863K +$882K +22,366 New
Citadel Advisors
53
Citadel Advisors
Florida
$856K -$3.99M -101,148 -83%
CPA
54
Court Place Advisors
Maryland
$776K -$39.2K -994 -5%
Barclays
55
Barclays
United Kingdom
$774K
Goldman Sachs
56
Goldman Sachs
New York
$767K +$755K +19,133 New
JP Morgan Chase
57
JP Morgan Chase
New York
$749K -$165K -4,176 -18%
LA
58
Lynch & Associates
Indiana
$730K +$60.3K +1,528 +9%
FA
59
FMA Advisory
Pennsylvania
$729K -$13.2K -334 -2%
DLCIG
60
D.L. Carlson Investment Group
New Hampshire
$716K -$49.1K -1,246 -7%
CAN
61
Cetera Advisor Networks
California
$680K -$84.7K -2,147 -11%
SCA
62
Snowden Capital Advisors
New York
$650K +$22.6K +574 +4%
APA
63
American Portfolios Advisors
New York
$643K -$235K -5,960 -27%
MWC
64
MKD Wealth Coaches
Michigan
$630K +$619K +15,702 New
SSWM
65
Smith Salley Wealth Management
North Carolina
$606K -$195K -4,939 -25%
AW
66
ACG Wealth
Georgia
$594K +$37K +938 +7%
BCA
67
Bay Colony Advisors
Massachusetts
$544K +$50.3K +1,275 +10%
FTS
68
Fifth Third Securities
Ohio
$509K +$501K +12,700 New
MAFM
69
Mid Atlantic Financial Management
Pennsylvania
$504K +$55.3K +1,403 +13%
FWM
70
Foresight Wealth Management
Utah
$490K +$482K +12,208 New
CS
71
Credit Suisse
Switzerland
$457K +$89.6K +2,271 +25%
RSWM
72
Robertson Stephens Wealth Management
California
$455K
AIM
73
Axiom Investment Management
New York
$421K
VNA
74
Valley National Advisers
Pennsylvania
$421K
SXL
75
Summit X LLC
Missouri
$420K +$13.3K +336 +3%

FNCL Hedge Fund Activity: Q2 2019 in Review

128 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Financials Index ETF (FNCL) for Q2 2019, worth a combined $406M — up 11% from $366M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new FNCL positions and 14 closed out — a net gain of 3 holders — while 38 added to existing stakes and 49 trimmed.

The largest buyer was SVB Wealth, opening a new position worth an estimated $8.57M. The largest seller was Ameriprise, cutting an estimated $4.3M.

  • 128 institutional investors held Fidelity MSCI Financials Index ETF (FNCL) as of Q2 2019, up from 126 in Q1 2019.
  • Funds reported $406M of Fidelity MSCI Financials Index ETF stock for Q2 2019, up 11% quarter-over-quarter.
  • 17 funds opened new Fidelity MSCI Financials Index ETF positions in Q2 2019 and 14 closed out, a net change of +3 holders.
  • The largest Fidelity MSCI Financials Index ETF buyer in Q2 2019 was SVB Wealth, an estimated $8.57M added.
  • The largest Fidelity MSCI Financials Index ETF seller in Q2 2019 was Ameriprise, an estimated $4.3M sold.

Based on aggregated 13F filings for Q2 2019.