Fidelity MSCI Financials Index ETF
FNCL
198 hedge funds and large institutions have $533M invested in Fidelity MSCI Financials Index ETF in 2022 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 61 increasing their positions, 61 reducing their positions, and 15 closing their positions.
147% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 15
10% more capital invested
Capital invested by funds: $484M → $533M (+$49M)
9% more funds holding
Funds holding: 182 → 198 (+16)
0.38% more ownership
Funds ownership: 34.9% → 35.28% (+0.38%)
0% more repeat investments, than reductions
Existing positions increased: 61 | Existing positions reduced: 61
Top Buyers
| 1 |
VC
Vicus Capital
State College,
Pennsylvania
|
+$6.84M |
| 2 |
JP Morgan Chase
New York
|
+$6.44M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$4.95M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$4.94M |
| 5 |
Charles Schwab
San Francisco,
California
|
+$2.79M |
Top Sellers
| 1 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$13.3M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$5.62M |
| 3 |
LPL Financial
San Diego,
California
|
-$4.25M |
| 4 |
Lido Advisors
Los Angeles,
California
|
-$3.29M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$2.69M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
201
Prudential Financial
Newark,
New Jersey
| – | -$605K | -13,929 | Closed |
|
|
AWA
202
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
| – | -$453K | -10,511 | Closed |
|
|
MG
203
Mather Group
Chicago,
Illinois
| – | -$331K | -7,685 | Closed |
|
|
PFS
204
Prospera Financial Services
Dallas,
Texas
| – | -$308K | -7,139 | Closed |
|
|
SIA
205
Soltis Investment Advisors
St. George,
Utah
| – | -$245K | -5,686 | Closed |
|
|
EH
206
Equitable Holdings
New York
| – | -$218K | -5,070 | Closed |
|
|
AIP
207
Almanack Investment Partners
Wayne,
Pennsylvania
| – | -$157K | -3,648 | Closed |
|
|
CFD
208
Creative Financial Designs
Kokomo,
Indiana
| – | -$29K | -675 | Closed |
|
|
HIA
209
Harbor Investment Advisory
Lutherville,
Maryland
| – | -$13K | -309 | Closed |
|
|
PMFA
210
Plante Moran Financial Advisors
Southfield,
Michigan
| – | -$10.5K | -219 | Closed |
|
|
EIP
211
Ellis Investment Partners
Berwyn,
Pennsylvania
| – | -$8K | -200 | Closed |
|
|
CG
212
Cutler Group
San Francisco,
California
| – | -$4K | -100 | Closed |
|
213
Simplex Trading
Chicago,
Illinois
| – | -$1K | -29 | Closed |
|
FNCL Hedge Fund Activity: Q4 2022 in Review
198 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Financials Index ETF (FNCL) for Q4 2022, worth a combined $533M — up 10% from $484M a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new FNCL positions and 15 closed out — a net gain of 22 holders — while 61 added to existing stakes and 61 trimmed.
The largest buyer was Vicus Capital, adding an estimated $6.84M. The largest seller was Brinker Capital Investments, cutting an estimated $13.3M.
- 198 institutional investors held Fidelity MSCI Financials Index ETF (FNCL) as of Q4 2022, up from 182 in Q3 2022.
- Funds reported $533M of Fidelity MSCI Financials Index ETF stock for Q4 2022, up 10% quarter-over-quarter.
- 37 funds opened new Fidelity MSCI Financials Index ETF positions in Q4 2022 and 15 closed out, a net change of +22 holders.
- The largest Fidelity MSCI Financials Index ETF buyer in Q4 2022 was Vicus Capital, an estimated $6.84M added.
- The largest Fidelity MSCI Financials Index ETF seller in Q4 2022 was Brinker Capital Investments, an estimated $13.3M sold.
Based on aggregated 13F filings for Q4 2022.