Fidelity MSCI Financials Index ETF
FNCL
177 hedge funds and large institutions have $461M invested in Fidelity MSCI Financials Index ETF in 2023 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 60 increasing their positions, 45 reducing their positions, and 15 closing their positions.
128,400% more call options, than puts
Call options by funds: $1.28M | Put options by funds: $1K
33% more repeat investments, than reductions
Existing positions increased: 60 | Existing positions reduced: 45
20% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 15
1.11% more ownership
Funds ownership: 33.63% → 34.74% (+1.1%)
1% more funds holding
Funds holding: 176 → 177 (+1)
0% more capital invested
Capital invested by funds: $459M → $461M (+$1.63M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lido Advisors
Los Angeles,
California
|
+$4.13M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$3.13M |
| 3 |
EWA
EP Wealth Advisors
Torrance,
California
|
+$1.94M |
| 4 |
PWMG
Pinnacle Wealth Management Group
Plymouth,
Michigan
|
+$1.57M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.28M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$3.92M |
| 2 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$2.03M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$1.68M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.31M |
| 5 |
RA
RFG Advisory
Birmingham,
Alabama
|
-$1.06M |
FNCL Hedge Fund Activity: Q3 2023 in Review
177 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Financials Index ETF (FNCL) for Q3 2023, worth a combined $461M — up 0.35% from $459M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new FNCL positions and 15 closed out — a net gain of 3 holders — while 60 added to existing stakes and 45 trimmed.
The largest buyer was Lido Advisors, adding an estimated $4.13M. The largest seller was Ameriprise, cutting an estimated $3.92M.
- 177 institutional investors held Fidelity MSCI Financials Index ETF (FNCL) as of Q3 2023, up from 176 in Q2 2023.
- Funds reported $461M of Fidelity MSCI Financials Index ETF stock for Q3 2023, up 0.35% quarter-over-quarter.
- 18 funds opened new Fidelity MSCI Financials Index ETF positions in Q3 2023 and 15 closed out, a net change of +3 holders.
- The largest Fidelity MSCI Financials Index ETF buyer in Q3 2023 was Lido Advisors, an estimated $4.13M added.
- The largest Fidelity MSCI Financials Index ETF seller in Q3 2023 was Ameriprise, an estimated $3.92M sold.
Based on aggregated 13F filings for Q3 2023.