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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
CWA
151
Carolina Wealth Advisors
South Carolina
$12K +$11.6K +252 New
VFA
152
Valeo Financial Advisors
Indiana
$11K
EIP
153
Ellis Investment Partners
Pennsylvania
$10K
S
154
SignatureFD
Georgia
$9K +$6K +130 +206%
BFC
155
Bedel Financial Consulting
Indiana
$7K -$3.69K -80 -37%
NFG
156
Next Financial Group
Texas
$7K
PMFA
157
Plante Moran Financial Advisors
Michigan
$7K
William Blair & Company
158
William Blair & Company
Illinois
$7K
COCM
159
Charter Oak Capital Management
New Hampshire
$6K
IWMWV
160
Ironwood Wealth Management (West Virginia)
West Virginia
$6K
MWP
161
Meridian Wealth Partners
Pennsylvania
$6K +$5.36K +116 New
FGAM
162
Financial Gravity Asset Management
Texas
$5.81K +$5.36K +116 +3,867%
SIS
163
Sound Income Strategies
Florida
$3.92K
AWM
164
Avior Wealth Management
Nebraska
$3K
FMTCOCP
165
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$3K +$2.77K +60 New
AIL
166
AGF Investments LLC
Ontario, Canada
$2K
HR
167
Howe & Rusling
New York
$2K +$1.57K +34 New
AssetMark Inc
168
AssetMark Inc
California
$1K +$1.25K +27 New
HF
169
Halpern Financial
Virginia
$832
Citadel Advisors
170
Citadel Advisors
Florida
-$7.66M -181,305 Closed
CS
171
Credit Suisse
Switzerland
-$1.27M -30,106 Closed
QAM
172
Q3 Asset Management
Michigan
-$1.1M -26,178 Closed
HAS
173
HBW Advisory Services
California
-$763K -18,065 Closed
SFG
174
Sage Financial Group
Pennsylvania
-$760K -17,989 Closed
SIA
175
Soltis Investment Advisors
Utah
-$218K -5,167 Closed

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.