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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
OIA
126
Optimum Investment Advisors
Illinois
$49K
GEA
127
Glen Eagle Advisors
New Jersey
$44.8K
JCM
128
Jacobi Capital Management
Pennsylvania
$44K +$18.6K +402 +81%
MAM
129
Meeder Asset Management
Ohio
$36K +$33.6K +728 New
PC
130
Permanens Capital
New York
$35K
AWM
131
Accel Wealth Management
Iowa
$34K
HWM
132
HighMark Wealth Management
Minnesota
$34K
CFD
133
Creative Financial Designs
Indiana
$33K +$31.2K +675 New
IA
134
IFP Advisors
Florida
$30K -$26.2K -567 -48%
IAIM
135
International Assets Investment Management
Florida
$30K
PNC Financial Services Group
136
PNC Financial Services Group
Pennsylvania
$30K +$28.6K +620 New
First Manhattan
137
First Manhattan
New York
$26K +$25.4K +550 New
TFS
138
TrustCore Financial Services
Tennessee
$24K
MWM
139
Mascoma Wealth Management
New Hampshire
$24K +$23.1K +500 New
CFO
140
CVA Family Office
Colorado
$21K
PFGIA
141
Patriot Financial Group Insurance Agency
Massachusetts
$20K -$6.47K -140 -26%
DAM
142
Delta Asset Management
Tennessee
$20K
SCA
143
Stonebridge Capital Advisors
Minnesota
$19K +$18.2K +395 New
APWA
144
Atlas Private Wealth Advisors
New Jersey
$19K +$18.3K +397 New
Deutsche Bank
145
Deutsche Bank
Germany
$14K -$495K -10,727 -97%
BFEC
146
Benjamin F. Edwards & Company
Missouri
$14K
EW
147
Element Wealth
Mississippi
$14K +$46 +1 +0.4%
RFA
148
Reilly Financial Advisors
California
$14K +$13K +282 +3,525%
TCM
149
Tradewinds Capital Management
Washington
$13K +$46 +1 +0.4%
Carson Wealth (CWM LLC)
150
Carson Wealth (CWM LLC)
Nebraska
$12K

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.