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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
Prudential Financial
101
Prudential Financial
New Jersey
$263K -$20.7K -448 -8%
TGAM
102
TBH Global Asset Management
Tennessee
$249K -$18.5K -401 -7%
Renaissance Technologies
103
Renaissance Technologies
New York
$245K +$231K +5,000 New
AWM
104
AE Wealth Management
Kansas
$236K +$222K +4,814 New
RWA
105
River Wealth Advisors
Pennsylvania
$230K -$3.19K -69 -1%
GWM
106
Geneos Wealth Management
Colorado
$221K -$76.9K -1,664 -28%
AIS
107
AM Investment Strategies
Tennessee
$218K +$206K +4,455 New
ACM
108
Advisors Capital Management
New Jersey
$216K +$204K +4,415 New
WBC
109
West Branch Capital
Massachusetts
$210K +$198K +4,282 New
AB
110
Atlas Brown
Kentucky
$210K +$199K +4,298 New
Creative Planning
111
Creative Planning
Kansas
$203K +$191K +4,139 New
SFS
112
Sowell Financial Services
Arkansas
$200K +$3.83K +83 +2%
Citigroup
113
Citigroup
New York
$179K +$92 +2 +0.1%
CH
114
Canton Hathaway
Rhode Island
$163K
MHR
115
Matthew Hamilton Rosenberg
$143K
CF
116
Centaurus Financial
California
$125K +$118K +2,553 New
EVM
117
Eaton Vance Management
Massachusetts
$122K +$115K +2,500 New
Franklin Resources
118
Franklin Resources
California
$113K
VNA
119
Valley National Advisers
Pennsylvania
$111K
AIC
120
Ameritas Investment Company
Nebraska
$96.8K -$733K -15,878 -89%
SPIA
121
Steward Partners Investment Advisory
New York
$73.4K -$1.85K -40 -3%
VBCG
122
Valley Brook Capital Group
Pennsylvania
$73K +$16.4K +356 +31%
UBS Group
123
UBS Group
Switzerland
$64K -$9.47K -205 -14%
CIAS
124
Capital Investment Advisory Services
North Carolina
$64K +$46 +1 +0.1%
CFGS
125
Concourse Financial Group Securities
Alabama
$52K +$46 +1 +0.1%

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.