Fidelity MSCI Financials Index ETF
FNCL
95 hedge funds and large institutions have $257M invested in Fidelity MSCI Financials Index ETF in 2017 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 43 increasing their positions, 27 reducing their positions, and 10 closing their positions.
60% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 10
59% more repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 27
4% more funds holding
Funds holding: 91 → 95 (+4)
0.11% less ownership
Funds ownership: 30.72% → 30.61% (-0.11%)
1% less capital invested
Capital invested by funds: $259M → $257M (-$1.97M)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SSW
Smith Shellnut Wilson
Ridgeland,
Mississippi
|
+$5.24M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$4.32M |
| 3 |
DLCIG
D.L. Carlson Investment Group
Concord,
New Hampshire
|
+$3.68M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$3.24M |
| 5 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
+$2.28M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
-$11.4M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$5.43M |
| 3 |
Jane Street
New York
|
-$4.8M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$4.72M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$3.88M |
FNCL Hedge Fund Activity: Q2 2017 in Review
95 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Financials Index ETF (FNCL) for Q2 2017, worth a combined $257M — down 0.76% from $259M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new FNCL positions and 10 closed out — a net gain of 6 holders — while 43 added to existing stakes and 27 trimmed.
The largest buyer was Smith Shellnut Wilson, opening a new position worth an estimated $5.24M. The largest seller was Geneos Wealth Management, cutting an estimated $11.4M.
- 95 institutional investors held Fidelity MSCI Financials Index ETF (FNCL) as of Q2 2017, up from 91 in Q1 2017.
- Funds reported $257M of Fidelity MSCI Financials Index ETF stock for Q2 2017, down 0.76% quarter-over-quarter.
- 16 funds opened new Fidelity MSCI Financials Index ETF positions in Q2 2017 and 10 closed out, a net change of +6 holders.
- The largest Fidelity MSCI Financials Index ETF buyer in Q2 2017 was Smith Shellnut Wilson, an estimated $5.24M added.
- The largest Fidelity MSCI Financials Index ETF seller in Q2 2017 was Geneos Wealth Management, an estimated $11.4M sold.
Based on aggregated 13F filings for Q2 2017.