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Fidelity MSCI Financials Index ETF

142 hedge funds and large institutions have $245M invested in Fidelity MSCI Financials Index ETF in 2020 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 34 increasing their positions, 53 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 14

31% more capital invested

Capital invested by funds: $187M → $245M (+$57.9M)

9% more funds holding

Funds holding: 130142 (+12)

0.99% more ownership

Funds ownership: 26.67%27.65% (+0.99%)

36% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 53

Holders
142
Holders Change
+12
Holders Change %
+9.23%
% of All Funds
2.51%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
26
Increased
34
Reduced
53
Closed
14
Calls
$1K
Puts
Net Calls
+$1K
Net Calls Change
+$1K
Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
1
Lido Advisors
California
$36M +$3.95M +103,489 +14%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$20.1M -$2.07M -54,297 -10%
PAG
3
Pinnacle Advisory Group
Maryland
$15.9M -$83K -2,171 -0.6%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$15M +$1.31M +34,182 +11%
FSC
5
Full Sail Capital
Oklahoma
$14.5M -$174K -4,559 -1%
BFA
6
Beaumont Financial Advisors
Massachusetts
$8.41M -$2.27M -59,286 -23%
Osaic Holdings
7
Osaic Holdings
Arizona
$8.27M -$1.37M -35,773 -15%
Citadel Advisors
8
Citadel Advisors
Florida
$7.66M +$4.43M +115,946 +177%
BCI
9
Brinker Capital Investments
Pennsylvania
$7.25M -$294K -7,691 -4%
Stifel Financial
10
Stifel Financial
Missouri
$6.31M +$58.7K +1,536 +1%
5L
11
55I LLC
Massachusetts
$5.69M -$200K -5,223 -4%
Morgan Stanley
12
Morgan Stanley
New York
$5.49M +$356K +9,306 +8%
NAM
13
NorthCoast Asset Management
Connecticut
$5.48M +$2.79M +72,960 +129%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$5.37M -$298K -7,808 -6%
Wells Fargo
15
Wells Fargo
California
$5.2M -$1.55M -40,560 -25%
FIM
16
Freedom Investment Management
Connecticut
$4.78M +$2.46M +64,339 +132%
HighTower Advisors
17
HighTower Advisors
Illinois
$4.61M -$319K -8,348 -7%
KAS
18
Kestra Advisory Services
Texas
$4.53M +$450K +11,769 +12%
GGS
19
Galvin Gaustad & Stein
Arizona
$3.74M +$3.39M +88,670 New
UWM
20
USAdvisors Wealth Management
Minnesota
$3.59M +$90.6K +2,370 +3%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$2.61M +$76.6K +2,004 +3%
LPL Financial
22
LPL Financial
California
$2.39M -$519K -13,584 -19%
ECM
23
Exchange Capital Management
Michigan
$2.21M -$90.2K -2,360 -4%
Bank of America
24
Bank of America
North Carolina
$2.21M -$1.39M -36,244 -41%
VC
25
Vicus Capital
Pennsylvania
$1.9M -$3.12M -81,681 -65%

FNCL Hedge Fund Activity: Q4 2020 in Review

142 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Financials Index ETF (FNCL) for Q4 2020, worth a combined $245M — up 31% from $187M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new FNCL positions and 14 closed out — a net gain of 12 holders — while 34 added to existing stakes and 53 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $4.43M. The largest seller was Vicus Capital, cutting an estimated $3.12M.

  • 142 institutional investors held Fidelity MSCI Financials Index ETF (FNCL) as of Q4 2020, up from 130 in Q3 2020.
  • Funds reported $245M of Fidelity MSCI Financials Index ETF stock for Q4 2020, up 31% quarter-over-quarter.
  • 26 funds opened new Fidelity MSCI Financials Index ETF positions in Q4 2020 and 14 closed out, a net change of +12 holders.
  • The largest Fidelity MSCI Financials Index ETF buyer in Q4 2020 was Citadel Advisors, an estimated $4.43M added.
  • The largest Fidelity MSCI Financials Index ETF seller in Q4 2020 was Vicus Capital, an estimated $3.12M sold.

Based on aggregated 13F filings for Q4 2020.