Fidelity MSCI Financials Index ETF
FNCL
46 hedge funds and large institutions have $65.8M invested in Fidelity MSCI Financials Index ETF in 2016 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 17 reducing their positions, and 7 closing their positions.
29% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 7
8.17% more ownership
Funds ownership: 21.43% → 29.6% (+8.2%)
8% more capital invested
Capital invested by funds: $61.2M → $65.8M (+$4.6M)
5% more funds holding
Funds holding: 44 → 46 (+2)
0% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 17
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TPWA
TRUE Private Wealth Advisors
Salem,
Oregon
|
+$6.29M |
| 2 |
SG Americas Securities
New York
|
+$5.52M |
| 3 |
CPSAC
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
+$2.1M |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
+$1.68M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.12M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$5.65M |
| 2 |
GA
Giralda Advisors
New York
|
-$1.78M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$1.19M |
| 4 |
AIG
American International Group
New York
|
-$863K |
| 5 |
SAM
Shamrock Asset Management
Dallas,
Texas
|
-$755K |
FNCL Hedge Fund Activity: Q1 2016 in Review
46 of the 3,767 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Financials Index ETF (FNCL) for Q1 2016, worth a combined $65.8M — up 7.5% from $61.2M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new FNCL positions and 7 closed out — a net gain of 2 holders — while 17 added to existing stakes and 17 trimmed.
The largest buyer was TRUE Private Wealth Advisors, adding an estimated $6.29M. The largest seller was Goldman Sachs, cutting an estimated $5.65M.
- 46 institutional investors held Fidelity MSCI Financials Index ETF (FNCL) as of Q1 2016, up from 44 in Q4 2015.
- Funds reported $65.8M of Fidelity MSCI Financials Index ETF stock for Q1 2016, up 7.5% quarter-over-quarter.
- 9 funds opened new Fidelity MSCI Financials Index ETF positions in Q1 2016 and 7 closed out, a net change of +2 holders.
- The largest Fidelity MSCI Financials Index ETF buyer in Q1 2016 was TRUE Private Wealth Advisors, an estimated $6.29M added.
- The largest Fidelity MSCI Financials Index ETF seller in Q1 2016 was Goldman Sachs, an estimated $5.65M sold.
Based on aggregated 13F filings for Q1 2016.