Fidelity MSCI Financials Index ETF
FNCL
128 hedge funds and large institutions have $406M invested in Fidelity MSCI Financials Index ETF in 2019 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 38 increasing their positions, 49 reducing their positions, and 14 closing their positions.
21% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 14
11% more capital invested
Capital invested by funds: $366M → $406M (+$39.9M)
2.85% more ownership
Funds ownership: 32.62% → 35.48% (+2.9%)
2% more funds holding
Funds holding: 126 → 128 (+2)
22% less repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 49
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SW
SVB Wealth
Boston,
Massachusetts
|
+$8.57M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$5.63M |
| 3 |
KCM
Karp Capital Management
Sausalito,
California
|
+$5.12M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$3.93M |
| 5 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
+$2.48M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$4.3M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$3.99M |
| 3 |
FPGK
Financial Partners Group (Kansas)
Overland Park,
Kansas
|
-$3.21M |
| 4 |
Jane Street
New York
|
-$2.66M |
| 5 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$2.62M |
FNCL Hedge Fund Activity: Q2 2019 in Review
128 of the 4,625 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Financials Index ETF (FNCL) for Q2 2019, worth a combined $406M — up 11% from $366M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new FNCL positions and 14 closed out — a net gain of 3 holders — while 38 added to existing stakes and 49 trimmed.
The largest buyer was SVB Wealth, opening a new position worth an estimated $8.57M. The largest seller was Ameriprise, cutting an estimated $4.3M.
- 128 institutional investors held Fidelity MSCI Financials Index ETF (FNCL) as of Q2 2019, up from 126 in Q1 2019.
- Funds reported $406M of Fidelity MSCI Financials Index ETF stock for Q2 2019, up 11% quarter-over-quarter.
- 17 funds opened new Fidelity MSCI Financials Index ETF positions in Q2 2019 and 14 closed out, a net change of +3 holders.
- The largest Fidelity MSCI Financials Index ETF buyer in Q2 2019 was SVB Wealth, an estimated $8.57M added.
- The largest Fidelity MSCI Financials Index ETF seller in Q2 2019 was Ameriprise, an estimated $4.3M sold.
Based on aggregated 13F filings for Q2 2019.