Fidelity MSCI Financials Index ETF
FNCL
201 hedge funds and large institutions have $628M invested in Fidelity MSCI Financials Index ETF in 2024 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 61 increasing their positions, 59 reducing their positions, and 14 closing their positions.
107% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 14
15% more capital invested
Capital invested by funds: $548M → $628M (+$79.6M)
7% more funds holding
Funds holding: 187 → 201 (+14)
1.05% more ownership
Funds ownership: 34.34% → 35.39% (+1.1%)
3% more repeat investments, than reductions
Existing positions increased: 61 | Existing positions reduced: 59
84% less call options, than puts
Call options by funds: $32K | Put options by funds: $204K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VC
Vicus Capital
State College,
Pennsylvania
|
+$16.7M |
| 2 |
QAM
Q3 Asset Management
Birmingham,
Michigan
|
+$13.5M |
| 3 |
AM
AGF Management
Toronto,
Ontario, Canada
|
+$11.7M |
| 4 |
PCS
Personal CFO Solutions
Chester,
New Jersey
|
+$5.04M |
| 5 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$2.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
-$9.46M |
| 2 |
Lido Advisors
Los Angeles,
California
|
-$5.11M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$4.58M |
| 4 |
Charles Schwab
San Francisco,
California
|
-$2.3M |
| 5 |
LPL Financial
San Diego,
California
|
-$2.16M |
FNCL Hedge Fund Activity: Q3 2024 in Review
201 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Financials Index ETF (FNCL) for Q3 2024, worth a combined $628M — up 15% from $548M a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new FNCL positions and 14 closed out — a net gain of 15 holders — while 61 added to existing stakes and 59 trimmed.
The largest buyer was Vicus Capital, opening a new position worth an estimated $16.7M. The largest seller was Aptus Capital Advisors, cutting an estimated $9.46M.
- 201 institutional investors held Fidelity MSCI Financials Index ETF (FNCL) as of Q3 2024, up from 187 in Q2 2024.
- Funds reported $628M of Fidelity MSCI Financials Index ETF stock for Q3 2024, up 15% quarter-over-quarter.
- 29 funds opened new Fidelity MSCI Financials Index ETF positions in Q3 2024 and 14 closed out, a net change of +15 holders.
- The largest Fidelity MSCI Financials Index ETF buyer in Q3 2024 was Vicus Capital, an estimated $16.7M added.
- The largest Fidelity MSCI Financials Index ETF seller in Q3 2024 was Aptus Capital Advisors, an estimated $9.46M sold.
Based on aggregated 13F filings for Q3 2024.