Fidelity MSCI Financials Index ETF
FNCL
67 hedge funds and large institutions have $194M invested in Fidelity MSCI Financials Index ETF in 2016 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 23 increasing their positions, 8 reducing their positions, and 7 closing their positions.
329% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 7
234% more capital invested
Capital invested by funds: $58.1M → $194M (+$136M)
188% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 8
49% more funds holding
Funds holding: 45 → 67 (+22)
8.32% more ownership
Funds ownership: 24.67% → 32.98% (+8.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$26.1M |
| 2 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
+$18.5M |
| 3 |
EMA
Efficient Market Advisors
San Diego,
California
|
+$17.2M |
| 4 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$9.73M |
| 5 |
TPWA
TRUE Private Wealth Advisors
Salem,
Oregon
|
+$9.11M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ST
Spinnaker Trust
Portland,
Maine
|
-$1.92M |
| 2 |
Goldman Sachs
New York
|
-$1.44M |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
-$1.03M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$642K |
| 5 |
Mariner
Overland Park,
Kansas
|
-$589K |
FNCL Hedge Fund Activity: Q4 2016 in Review
67 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Financials Index ETF (FNCL) for Q4 2016, worth a combined $194M — up 234% from $58.1M a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new FNCL positions and 7 closed out — a net gain of 23 holders — while 23 added to existing stakes and 8 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $26.1M. The largest seller was Spinnaker Trust, cutting an estimated $1.92M.
- 67 institutional investors held Fidelity MSCI Financials Index ETF (FNCL) as of Q4 2016, up from 45 in Q3 2016.
- Funds reported $194M of Fidelity MSCI Financials Index ETF stock for Q4 2016, up 234% quarter-over-quarter.
- 30 funds opened new Fidelity MSCI Financials Index ETF positions in Q4 2016 and 7 closed out, a net change of +23 holders.
- The largest Fidelity MSCI Financials Index ETF buyer in Q4 2016 was Envestnet Asset Management, an estimated $26.1M added.
- The largest Fidelity MSCI Financials Index ETF seller in Q4 2016 was Spinnaker Trust, an estimated $1.92M sold.
Based on aggregated 13F filings for Q4 2016.