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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
BFC
126
Bedel Financial Consulting
Indiana
$9K -$11.8K -309 -59%
VFA
127
Valeo Financial Advisors
Indiana
$9K
EIP
128
Ellis Investment Partners
Pennsylvania
$8K -$8.1K -212 -51%
NFG
129
Next Financial Group
Texas
$6K
PMFA
130
Plante Moran Financial Advisors
Michigan
$6K
William Blair & Company
131
William Blair & Company
Illinois
$6K +$5.73K +150 New
COCM
132
Charter Oak Capital Management
New Hampshire
$6K +$7.91K +207 New
LFG
133
Larson Financial Group
Missouri
$5K
IWMWV
134
Ironwood Wealth Management (West Virginia)
West Virginia
$5K +$4.78K +125 New
Fifth Third Bancorp
135
Fifth Third Bancorp
Ohio
$4K +$3.9K +102 New
AWM
136
Avior Wealth Management
Nebraska
$3K
SIS
137
Sound Income Strategies
Florida
$3K
S
138
SignatureFD
Georgia
$3K +$38 +1 +2%
AIL
139
AGF Investments LLC
Ontario, Canada
$2K
HF
140
Halpern Financial
Virginia
$718
NR
141
Newfound Research
Massachusetts
-$1.12M -33,205 Closed
IAA
142
Independent Advisor Alliance
North Carolina
-$277K -7,958 Closed
JWCA
143
J.W. Cole Advisors
Florida
-$202K -5,975 Closed
FHA
144
Flagship Harbor Advisors
Massachusetts
-$64K -1,895 Closed
TRCT
145
Tower Research Capital (TRC)
New York
-$41K -1,214 Closed
BBHC
146
Brown Brothers Harriman & Co
New York
-$30K -880 Closed
SXL
147
Summit X LLC
Missouri
-$237 -774 Closed
AA
148
Advisory Alpha
Michigan
-$27K -765 Closed
F
149
F3Logic
Minnesota
-$20.3K -600 Closed
CFD
150
Creative Financial Designs
Indiana
-$12K -353 Closed

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.