Fidelity MSCI Financials Index ETF
FNCL
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.
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: 142 → 168 (+26)
12.14% more ownership
Funds ownership: 27.65% → 39.8% (+12%)
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TPWA
176
TRUE Private Wealth Advisors
Salem,
Oregon
| – | -$56K | -1,339 | Closed |
|
|
CG
177
Cutler Group
San Francisco,
California
| – | -$50.8K | -1,100 | Closed |
|
178
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$47K | -1,050 | Closed |
|
|
LFG
179
Larson Financial Group
St Louis,
Missouri
| – | -$5K | -122 | Closed |
|
180
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$4K | -102 | 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.