Fidelity MSCI Financials Index ETF
FNCL
38 hedge funds and large institutions have $72.9M invested in Fidelity MSCI Financials Index ETF in 2015 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 9 increasing their positions, 11 reducing their positions, and 2 closing their positions.
500% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 2
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
31% more funds holding
Funds holding: 29 → 38 (+9)
6.91% less ownership
Funds ownership: 43.48% → 36.57% (-6.9%)
18% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 11
49% less capital invested
Capital invested by funds: $142M → $72.9M (-$69.4M)
Top Buyers
Top Sellers
| 1 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$42.6M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$34.8M |
| 3 |
Goldman Sachs
New York
|
-$9.23M |
| 4 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
-$2.26M |
| 5 |
ACM
Argentus Capital Management
Dallas,
Texas
|
-$1.16M |
FNCL Hedge Fund Activity: Q3 2015 in Review
38 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Financials Index ETF (FNCL) for Q3 2015, worth a combined $72.9M — down 49% from $142M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new FNCL positions and 2 closed out — a net gain of 10 holders — while 9 added to existing stakes and 11 trimmed.
The largest buyer was Brinker Capital Investments, opening a new position worth an estimated $9.03M. The largest seller was Ladenburg Thalmann Financial Services, cutting an estimated $42.6M.
- 38 institutional investors held Fidelity MSCI Financials Index ETF (FNCL) as of Q3 2015, up from 29 in Q2 2015.
- Funds reported $72.9M of Fidelity MSCI Financials Index ETF stock for Q3 2015, down 49% quarter-over-quarter.
- 12 funds opened new Fidelity MSCI Financials Index ETF positions in Q3 2015 and 2 closed out, a net change of +10 holders.
- The largest Fidelity MSCI Financials Index ETF buyer in Q3 2015 was Brinker Capital Investments, an estimated $9.03M added.
- The largest Fidelity MSCI Financials Index ETF seller in Q3 2015 was Ladenburg Thalmann Financial Services, an estimated $42.6M sold.
Based on aggregated 13F filings for Q3 2015.