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Fidelity MSCI Financials Index ETF
FNCL
FNCL
187 hedge funds and large institutions have $548M invested in Fidelity MSCI Financials Index ETF in 2024 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 67 increasing their positions, 55 reducing their positions, and 22 closing their positions.
New
Increased
Maintained
Reduced
Closed
22% more repeat investments, than reductions
Existing positions increased: 67 | Existing positions reduced: 55
0.18% less ownership
Funds ownership: 34.52% → 34.34% (-0.18%)
3% less capital invested
Capital invested by funds: $568M → $548M (-$19.8M)
5% less funds holding
Funds holding: 196 → 187 (-9)
18% less first-time investments, than exits
New positions opened: 18 | Existing positions closed: 22
100% less funds holding in top 10
Funds holding in top 10: 4 → 0 (-4)
Holders
187
Holders Change
-9
Holders Change %
-4.59%
% of All Funds
2.7%
Holding in Top 10
–
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-100%
% of All Funds
–
New
18
Increased
67
Reduced
55
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| 1 |
QAM
Q3 Asset Management
Birmingham,
Michigan
|
-$16.1M |
| 2 |
JP Morgan Chase
New York
|
-$4.35M |
| 3 |
Charles Schwab
San Francisco,
California
|
-$3.19M |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
-$3.01M |
| 5 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
-$2.73M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SFC
201
SYM Financial Corp
Winona Lake,
Indiana
| – | -$65.3K | -1,100 | Closed |
|
|
BC
202
Belmont Capital
Los Angeles,
California
| – | -$63.5K | -1,070 | Closed |
|
203
First Manhattan
New York
| – | -$32.7K | -550 | Closed |
|
|
CA
204
CoreCap Advisors
Southfield,
Michigan
| – | -$17.3K | -292 | Closed |
|
|
IPW
205
Impact Partnership Wealth
Marietta,
Georgia
| – | -$9.98K | -168 | Closed |
|
|
AAG
206
Armstrong Advisory Group
Needham,
Massachusetts
| – | -$8.25K | -154 | Closed |
|
|
AWM
207
Avior Wealth Management
Omaha,
Nebraska
| – | -$4.6K | -77 | Closed |
|
|
PP
208
Pacifica Partners
Surrey,
Canada
| – | -$4.37K | -75 | Closed |
|
|
FGAM
209
Financial Gravity Asset Management
Lakeway,
Texas
| – | -$640 | -11 | Closed |
|
|
S
210
Sachetta
Lynnfield,
Massachusetts
| – | -$269 | -5 | Closed |
|
211
BNP Paribas Financial Markets
Paris,
France
| – | -$238 | -4 | Closed |
|