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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
SCA
76
Snowden Capital Advisors
New York
$353K +$67.7K +1,771 +27%
CICI
77
Capital Investment Counsel Inc
North Carolina
$344K
DLCIG
78
D.L. Carlson Investment Group
New Hampshire
$298K -$67.7K -1,772 -20%
CPSAC
79
Chas P. Smith & Associates (CPS)
Florida
$294K -$106K -2,761 -28%
GWM
80
Geneos Wealth Management
Colorado
$291K +$88.8K +2,325 +65%
DBRC
81
D.B. Root & Company
Pennsylvania
$276K
WWM
82
Western Wealth Management
Colorado
$262K -$497 -13 -0.2%
Prudential Financial
83
Prudential Financial
New Jersey
$246K -$26.2K -685 -11%
AWA
84
Arkadios Wealth Advisors
Georgia
$240K +$186K +4,873 +600%
PFS
85
Prospera Financial Services
Texas
$233K +$382 +10 +0.2%
TGAM
86
TBH Global Asset Management
Tennessee
$232K +$210K +5,485 New
SB
87
Strategic Blueprint
Georgia
$232K +$210K +5,502 New
KTC
88
Kistler-Tiffany Companies
Pennsylvania
$223K
PCS
89
Personal CFO Solutions
New Jersey
$222K +$201K +5,257 New
SIA
90
Soltis Investment Advisors
Utah
$218K -$57K -1,492 -22%
RWA
91
River Wealth Advisors
Pennsylvania
$202K +$183K +4,776 New
SFS
92
Sowell Financial Services
Arkansas
$154K -$50.4K -1,320 -27%
Citigroup
93
Citigroup
New York
$154K +$120K +3,148 +617%
CH
94
Canton Hathaway
Rhode Island
$141K +$127K +3,330 New
MHR
95
Matthew Hamilton Rosenberg
$124K
Franklin Resources
96
Franklin Resources
California
$97K
VNA
97
Valley National Advisers
Pennsylvania
$96K -$2.02K -53 -2%
SPIA
98
Steward Partners Investment Advisory
New York
$65K +$1.53K +40 +3%
UBS Group
99
UBS Group
Switzerland
$64K -$127K -3,316 -69%
TPWA
100
TRUE Private Wealth Advisors
Oregon
$56K

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.