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Fidelity MSCI Financials Index ETF
FNCL

192 hedge funds and large institutions have $540M invested in Fidelity MSCI Financials Index ETF in 2023 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 54 increasing their positions, 60 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

75% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 20

17% more capital invested

Capital invested by funds: $461M → $540M (+$79M)

8% more funds holding

Funds holding: 177 → 192 (+15)

1.13% more ownership

Funds ownership: 34.74% → 35.87% (+1.1%)

10% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 60

Holders
192
Holders Change
+15
Holders Change %
+8.47%
% of All Funds
2.8%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
35
Increased
54
Reduced
60
Closed
20
Calls
$269K
Puts
–
Net Calls
+$269K
Net Calls Change
-$1.01M

Top Buyers

1
Lido Advisors
Lido Advisors
California
+$12.6M
2
Morgan Stanley
Morgan Stanley
New York
+$11M
3
HighTower Advisors
HighTower Advisors
Illinois
+$4.06M
4
QAM
Q3 Asset Management
Michigan
+$3.74M
5
GGS
Galvin Gaustad & Stein
Arizona
+$3.71M

Top Sellers

1
FSC
Full Sail Capital
Oklahoma
-$12.1M
2
Bank of America
Bank of America
North Carolina
-$9.91M
3
CW
Connectus Wealth
Ohio
-$6.21M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$4.42M
5
UWM
USAdvisors Wealth Management
Minnesota
-$3.68M
Name Holding Trade Value Shares
Change 		Change in
Stake
CFO
151
CVA Family Office
Colorado
$22.8K +$20.7K +425 New
AP
152
Advisors Preferred
Maryland
$21.7K +$19.7K +405 New
SWM
153
Spire Wealth Management
Virginia
$21.4K -$7.11K -146 -27%
HWM
154
HighMark Wealth Management
Minnesota
$18.7K – – –
EW
155
Element Wealth
Mississippi
$16.1K +$97 +2 +0.7%
OLVIG
156
Oliver Lagore Vanvalin Investment Group
Michigan
$15.5K – – –
TCM
157
Tradewinds Capital Management
Washington
$15.3K +$49 +1 +0.4%
ACA
158
Aptus Capital Advisors
Alabama
$15K +$49 +1 +0.4%
CFGS
159
Concourse Financial Group Securities
Alabama
$13.4K – – –
QCG
160
Quadrant Capital Group
Ohio
$13.2K -$2.63K -54 -18%
PA
161
Parallel Advisors
California
$12.6K +$49 +1 +0.4%
LFG
162
Larson Financial Group
Missouri
$12.6K -$12.6K -259 -52%
TWM
163
Tradition Wealth Management
Minnesota
$11K – – –
AWM
164
Able Wealth Management
New Jersey
$9.7K +$8.82K +181 New
CB
165
CNB Bank
Pennsylvania
$9.37K – – –
IPW
166
Impact Partnership Wealth
Georgia
$9K – – –
AAG
167
Armstrong Advisory Group
Massachusetts
$8.25K +$7.5K +154 New
FBC
168
Fairfield, Bush & Co
Connecticut
$8.03K +$7.31K +150 New
SHIM
169
Stone House Investment Management
Pennsylvania
$8K -$12.7K -260 -64%
MSG
170
Main Street Group
Virginia
$7.76K +$7.06K +145 New
BHWM
171
Beaird Harris Wealth Management
Texas
$6.52K +$49 +1 +0.8%
PMFA
172
Plante Moran Financial Advisors
Michigan
$6.43K – – –
AIP
173
Ameritas Investment Partners
Nebraska
$6.26K – – –
GWMIA
174
Global Wealth Management Investment Advisory
Florida
$5.36K – – –
BFPW
175
BOK Financial Private Wealth
Colorado
$4.66K – – –
5 6
7
8 9

FNCL Hedge Fund Activity: Q4 2023 in Review

192 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Financials Index ETF (FNCL) for Q4 2023, worth a combined $540M — up 17% from $461M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new FNCL positions and 20 closed out — a net gain of 15 holders — while 54 added to existing stakes and 60 trimmed.

The largest buyer was Lido Advisors, adding an estimated $12.6M. The largest seller was Full Sail Capital, cutting an estimated $12.1M.

  • 192 institutional investors held Fidelity MSCI Financials Index ETF (FNCL) as of Q4 2023, up from 177 in Q3 2023.
  • Funds reported $540M of Fidelity MSCI Financials Index ETF stock for Q4 2023, up 17% quarter-over-quarter.
  • 35 funds opened new Fidelity MSCI Financials Index ETF positions in Q4 2023 and 20 closed out, a net change of +15 holders.
  • The largest Fidelity MSCI Financials Index ETF buyer in Q4 2023 was Lido Advisors, an estimated $12.6M added.
  • The largest Fidelity MSCI Financials Index ETF seller in Q4 2023 was Full Sail Capital, an estimated $12.1M sold.

Based on aggregated 13F filings for Q4 2023.