Fidelity MSCI Financials Index ETF
FNCL
25 hedge funds and large institutions have $83M invested in Fidelity MSCI Financials Index ETF in 2015 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 6 reducing their positions, and 6 closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 6
0% more funds holding
Funds holding: 25 → 25 (0)
0% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 6
13.38% less ownership
Funds ownership: 50.87% → 37.49% (-13%)
46% less capital invested
Capital invested by funds: $154M → $83M (-$71M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
+$2.26M |
| 2 |
Goldman Sachs
New York
|
+$2.23M |
| 3 |
GA
Giralda Advisors
New York
|
+$994K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$846K |
| 5 |
CPSAC
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
+$370K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$36.7M |
| 2 |
ACM
Aviance Capital Management
Sarasota,
Florida
|
-$24.2M |
| 3 |
Jane Street
New York
|
-$12.2M |
| 4 |
LPL Financial
San Diego,
California
|
-$1.73M |
| 5 |
SG Americas Securities
New York
|
-$1.13M |
FNCL Hedge Fund Activity: Q1 2015 in Review
25 of the 3,770 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Financials Index ETF (FNCL) for Q1 2015, worth a combined $83M — down 46% from $154M a quarter earlier.
Fund positioning in FNCL was balanced in Q1 2015: 6 funds opened new positions, 6 closed out, 9 added to existing stakes and 6 trimmed.
The largest buyer was Beaumont Financial Advisors, adding an estimated $2.26M. The largest seller was Ladenburg Thalmann Financial Services, cutting an estimated $36.7M.
- 25 institutional investors held Fidelity MSCI Financials Index ETF (FNCL) as of Q1 2015, unchanged from Q4 2014.
- Funds reported $83M of Fidelity MSCI Financials Index ETF stock for Q1 2015, down 46% quarter-over-quarter.
- 6 funds opened new Fidelity MSCI Financials Index ETF positions in Q1 2015 and 6 closed out, a net change of 0 holders.
- The largest Fidelity MSCI Financials Index ETF buyer in Q1 2015 was Beaumont Financial Advisors, an estimated $2.26M added.
- The largest Fidelity MSCI Financials Index ETF seller in Q1 2015 was Ladenburg Thalmann Financial Services, an estimated $36.7M sold.
Based on aggregated 13F filings for Q1 2015.