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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
TCM
51
Traynor Capital Management
Pennsylvania
$753K -$112K -2,922 -14%
CPA
52
Court Place Advisors
Maryland
$688K -$30.3K -794 -5%
FA
53
FMA Advisory
Pennsylvania
$674K -$60.7K -1,588 -9%
ACA
54
Atlas Capital Advisors
Wyoming
$673K -$56.9K -1,488 -9%
PCH
55
PGIM Custom Harvest
New Jersey
$588K +$532K +13,929 New
PPA
56
Parametric Portfolio Associates
Washington
$583K +$262K +6,843 +98%
KPW
57
Kore Private Wealth
New York
$550K
Janney Montgomery Scott
58
Janney Montgomery Scott
Pennsylvania
$524K -$3.75K -98 -0.8%
MML Investors Services
59
MML Investors Services
Massachusetts
$484K +$6.61K +173 +2%
CRWM
60
Castle Rock Wealth Management
California
$476K +$417K +10,904 New
MAFM
61
Mid Atlantic Financial Management
Pennsylvania
$473K +$25.4K +664 +6%
Deutsche Bank
62
Deutsche Bank
Germany
$465K -$67.4K -1,765 -14%
EWM
63
EPG Wealth Management
Georgia
$457K -$2.52K -66 -0.6%
MA
64
Mutual Advisors
Nebraska
$449K +$406K +10,629 New
Koshinski Asset Management
65
Koshinski Asset Management
Illinois
$448K -$382 -10 -0.1%
AW
66
ACG Wealth
Georgia
$447K -$13.6K -356 -3%
Rockefeller Capital Management
67
Rockefeller Capital Management
New York
$443K
BCA
68
Bay Colony Advisors
Massachusetts
$429K +$16.6K +435 +4%
MP
69
McDonald Partners
Ohio
$401K +$363K +9,500 New
ASN
70
Advisory Services Network
Georgia
$392K +$68.5K +1,793 +24%
RCA
71
Reitz Capital Advisors
Michigan
$389K -$13.4K -350 -4%
SS
72
Sunbelt Securities
Texas
$386K -$29.5K -773 -8%
RJFSA
73
Raymond James Financial Services Advisors
Florida
$383K -$88.4K -2,313 -20%
DOA
74
D'Orazio & Associates
Virginia
$372K
PA
75
PFG Advisors
Arizona
$366K +$331K +8,662 New

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.