Fidelity MSCI Financials Index ETF
FNCL
145 hedge funds and large institutions have $558M invested in Fidelity MSCI Financials Index ETF in 2018 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 64 increasing their positions, 36 reducing their positions, and 15 closing their positions.
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
78% more repeat investments, than reductions
Existing positions increased: 64 | Existing positions reduced: 36
60% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 15
6% more funds holding
Funds holding: 137 → 145 (+8)
1.18% more ownership
Funds ownership: 35.36% → 36.53% (+1.2%)
3% more capital invested
Capital invested by funds: $544M → $558M (+$14.4M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$10.5M |
| 2 |
TRCT
Tower Research Capital (TRC)
New York
|
+$4.64M |
| 3 |
FI
FormulaFolio Investments
Grand Rapids,
Michigan
|
+$3.99M |
| 4 |
Lido Advisors
Los Angeles,
California
|
+$3.5M |
| 5 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
+$3.38M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$5.66M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$4.6M |
| 3 |
Jane Street
New York
|
-$3.1M |
| 4 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$2.53M |
| 5 |
MIAN
Mariner Independent Advisor Network
Overland Park,
Kansas
|
-$1.11M |
FNCL Hedge Fund Activity: Q2 2018 in Review
145 of the 4,385 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Financials Index ETF (FNCL) for Q2 2018, worth a combined $558M — up 2.7% from $544M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new FNCL positions and 15 closed out — a net gain of 9 holders — while 64 added to existing stakes and 36 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $10.5M. The largest seller was Commonwealth Equity Services, cutting an estimated $5.66M.
- 145 institutional investors held Fidelity MSCI Financials Index ETF (FNCL) as of Q2 2018, up from 137 in Q1 2018.
- Funds reported $558M of Fidelity MSCI Financials Index ETF stock for Q2 2018, up 2.7% quarter-over-quarter.
- 24 funds opened new Fidelity MSCI Financials Index ETF positions in Q2 2018 and 15 closed out, a net change of +9 holders.
- The largest Fidelity MSCI Financials Index ETF buyer in Q2 2018 was Morgan Stanley, an estimated $10.5M added.
- The largest Fidelity MSCI Financials Index ETF seller in Q2 2018 was Commonwealth Equity Services, an estimated $5.66M sold.
Based on aggregated 13F filings for Q2 2018.