Fidelity MSCI Financials Index ETF
FNCL
249 hedge funds and large institutions have $772M invested in Fidelity MSCI Financials Index ETF in 2024 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 86 increasing their positions, 50 reducing their positions, and 11 closing their positions.
455% more first-time investments, than exits
New positions opened: 61 | Existing positions closed: 11
284% more capital inflows, than outflows
Capital inflows: $132M | Capital outflows: $34.5M
72% more repeat investments, than reductions
Existing positions increased: 86 | Existing positions reduced: 50
23% more funds holding
Funds holding: 202 → 249 (+47)
1.88% more ownership
Funds ownership: 35.39% → 37.27% (+1.9%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AGF Management
Toronto,
Ontario, Canada
|
+$18.3M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$17.2M |
| 3 |
Strategic Point Investment Advisors
Providence,
Rhode Island
|
+$14.1M |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$9.8M |
| 5 |
LPL Financial
San Diego,
California
|
+$8.29M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
-$5.58M |
| 2 |
Personal CFO Solutions
Chester,
New Jersey
|
-$5.23M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$4.8M |
| 4 |
Q3 Asset Management
Birmingham,
Michigan
|
-$4.2M |
| 5 |
Advisory Services Network
Atlanta,
Georgia
|
-$3.86M |
FNCL Hedge Fund Activity: Q4 2024 in Review
249 of the 7,616 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Financials Index ETF (FNCL) for Q4 2024, worth a combined $772M — up 23% from $628M a quarter earlier.
Buyers outnumbered sellers: 61 funds opened new FNCL positions and 11 closed out — a net gain of 50 holders — while 86 added to existing stakes and 50 trimmed.
The largest buyer was AGF Management, adding an estimated $18.3M. The largest seller was Charles Schwab, cutting an estimated $5.58M.
- 249 institutional investors held Fidelity MSCI Financials Index ETF (FNCL) as of Q4 2024, up from 202 in Q3 2024.
- Funds reported $772M of Fidelity MSCI Financials Index ETF stock for Q4 2024, up 23% quarter-over-quarter.
- 61 funds opened new Fidelity MSCI Financials Index ETF positions in Q4 2024 and 11 closed out, a net change of +50 holders.
- The largest Fidelity MSCI Financials Index ETF buyer in Q4 2024 was AGF Management, an estimated $18.3M added.
- The largest Fidelity MSCI Financials Index ETF seller in Q4 2024 was Charles Schwab, an estimated $5.58M sold.
Based on aggregated 13F filings for Q4 2024.