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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
CIAS
101
Capital Investment Advisory Services
North Carolina
$55K +$23K +601 +85%
IA
102
IFP Advisors
Florida
$49K -$6.5K -170 -13%
VBCG
103
Valley Brook Capital Group
Pennsylvania
$48K +$43.4K +1,136 New
Bank of Montreal
104
Bank of Montreal
Ontario, Canada
$47K -$18.5K -483 -32%
CG
105
Cutler Group
California
$46K +$42K +1,100 New
CFGS
106
Concourse Financial Group Securities
Alabama
$44K +$76 +2 +0.2%
OIA
107
Optimum Investment Advisors
Illinois
$42K
RFWA
108
RPg Family Wealth Advisory
Massachusetts
$40.4K -$7.64K -200 -17%
GEA
109
Glen Eagle Advisors
New Jersey
$38.6K -$30.8K -805 -47%
DWP
110
Destiny Wealth Partners
Florida
$35K +$32K +837 New
CFA
111
Carroll Financial Associates
North Carolina
$33K -$19.8K -517 -40%
HWM
112
HighMark Wealth Management
Minnesota
$30K
IAIM
113
International Assets Investment Management
Florida
$30K +$26.8K +702 New
PC
114
Permanens Capital
New York
$30K +$27.6K +722 New
AWM
115
Accel Wealth Management
Iowa
$29K +$26.4K +691 New
PFGIA
116
Patriot Financial Group Insurance Agency
Massachusetts
$23K
TFS
117
TrustCore Financial Services
Tennessee
$21K -$573 -15 -3%
JCM
118
Jacobi Capital Management
Pennsylvania
$21K +$7.68K +201 +68%
FP
119
Financial Perspectives
Minnesota
$19.5K +$38 +1 +0.2%
CFO
120
CVA Family Office
Colorado
$18K
DAM
121
Delta Asset Management
Tennessee
$17K
BFEC
122
Benjamin F. Edwards & Company
Missouri
$12K
Carson Wealth (CWM LLC)
123
Carson Wealth (CWM LLC)
Nebraska
$12K
EW
124
Element Wealth
Mississippi
$12K +$38 +1 +0.4%
TCM
125
Tradewinds Capital Management
Washington
$11K +$76 +2 +0.8%

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.