Fidelity MSCI Financials Index ETF
FNCL
198 hedge funds and large institutions have $634M invested in Fidelity MSCI Financials Index ETF in 2021 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 69 increasing their positions, 51 reducing their positions, and 16 closing their positions.
125% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 16
35% more repeat investments, than reductions
Existing positions increased: 69 | Existing positions reduced: 51
7% more funds holding
Funds holding: 185 → 198 (+13)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
4.18% less ownership
Funds ownership: 37.64% → 33.46% (-4.2%)
7% less capital invested
Capital invested by funds: $678M → $634M (-$44.4M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IA
IFP Advisors
Tampa,
Florida
|
+$4.18M |
| 2 |
FSC
Full Sail Capital
Oklahoma City,
Oklahoma
|
+$3.62M |
| 3 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$3.15M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$3.11M |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
+$2.83M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
-$76.2M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$17.2M |
| 3 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
-$15.6M |
| 4 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$6.05M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$4.37M |
FNCL Hedge Fund Activity: Q4 2021 in Review
198 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Financials Index ETF (FNCL) for Q4 2021, worth a combined $634M — down 6.5% from $678M a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new FNCL positions and 16 closed out — a net gain of 20 holders — while 69 added to existing stakes and 51 trimmed.
The largest buyer was IFP Advisors, adding an estimated $4.18M. The largest seller was Charles Schwab, cutting an estimated $76.2M.
- 198 institutional investors held Fidelity MSCI Financials Index ETF (FNCL) as of Q4 2021, up from 185 in Q3 2021.
- Funds reported $634M of Fidelity MSCI Financials Index ETF stock for Q4 2021, down 6.5% quarter-over-quarter.
- 36 funds opened new Fidelity MSCI Financials Index ETF positions in Q4 2021 and 16 closed out, a net change of +20 holders.
- The largest Fidelity MSCI Financials Index ETF buyer in Q4 2021 was IFP Advisors, an estimated $4.18M added.
- The largest Fidelity MSCI Financials Index ETF seller in Q4 2021 was Charles Schwab, an estimated $76.2M sold.
Based on aggregated 13F filings for Q4 2021.