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Fidelity MSCI Financials Index ETF

250 hedge funds and large institutions have $846M invested in Fidelity MSCI Financials Index ETF in 2026 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 89 increasing their positions, 81 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 81

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.89% less ownership

Funds ownership: 39.37%38.48% (-0.89%)

6% less funds holding

Funds holding: 265250 (-15)

11% less capital invested

Capital invested by funds: $952M → $846M (-$106M)

30% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 33

Holders
250
Holders Change
-15
Holders Change %
-5.66%
% of All Funds
3.08%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
23
Increased
89
Reduced
81
Closed
33
Calls
$821K
Puts
Net Calls
+$821K
Net Calls Change
+$285K
Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
1
Lido Advisors
California
$187M -$2.78M -37,490 -1%
Charles Schwab
2
Charles Schwab
California
$140M +$8.08M +108,911 +6%
AM
3
AGF Management
Ontario, Canada
$60.9M +$118K +1,592 +0.2%
Morgan Stanley
4
Morgan Stanley
New York
$26.9M +$3.56M +47,983 +14%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$26.4M -$7.28M -98,055 -21%
LPL Financial
6
LPL Financial
California
$24.8M +$428K +5,771 +2%
Osaic Holdings
7
Osaic Holdings
Arizona
$24.7M -$4.69M -63,198 -15%
SPFSPD
8
Sava Pension Fund (Sava Penzisko Drushtvo)
$24M
Mercer Global Advisors
9
Mercer Global Advisors
Colorado
$17.7M +$229K +3,089 +1%
KAS
10
Kestra Advisory Services
Texas
$17M +$2.64M +35,569 +17%
SPIA
11
Strategic Point Investment Advisors
Rhode Island
$15.3M +$126K +1,703 +0.8%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$12.4M -$3.13M -42,200 -19%
IFA
13
Independence Financial Advisors
New Hampshire
$11.4M +$864K +11,645 +8%
PA
14
Procyon Advisors
Connecticut
$10.9M +$1.86M +25,067 +19%
Two Sigma Investments
15
Two Sigma Investments
New York
$10.5M +$11.1M +149,000 New
FFS
16
Fischer Financial Services
Pennsylvania
$9.83M -$52.8K -711 -0.5%
JP Morgan Chase
17
JP Morgan Chase
New York
$9.18M -$311K -4,189 -3%
Bank of America
18
Bank of America
North Carolina
$8.68M -$19.3K -260 -0.2%
AWM
19
AE Wealth Management
Kansas
$8.67M +$967K +13,023 +12%
Stifel Financial
20
Stifel Financial
Missouri
$8.27M +$203K +2,738 +2%
Thrivent Financial for Lutherans
21
Thrivent Financial for Lutherans
Minnesota
$7.73M +$1.66M +22,375 +26%
Fidelity Investments
22
Fidelity Investments
Massachusetts
$6.92M +$536K +7,218 +8%
YWM
23
Yoder Wealth Management
California
$6.57M +$879K +11,835 +14%
MWM
24
Modern Wealth Management
Kansas
$6.46M -$255K -3,429 -4%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$6.06M +$4.75M +64,019 +288%

FNCL Hedge Fund Activity: Q1 2026 in Review

250 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Financials Index ETF (FNCL) for Q1 2026, worth a combined $846M — down 11% from $952M a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of FNCL and 23 opened new positions — a net loss of 10 holders — while 81 trimmed existing stakes and 89 added.

The largest buyer was Two Sigma Investments, opening a new position worth an estimated $11.1M. The largest seller was Kovitz Investment Group Partners, cutting an estimated $11.1M.

  • 250 institutional investors held Fidelity MSCI Financials Index ETF (FNCL) as of Q1 2026, down from 265 in Q4 2025.
  • Funds reported $846M of Fidelity MSCI Financials Index ETF stock for Q1 2026, down 11% quarter-over-quarter.
  • 23 funds opened new Fidelity MSCI Financials Index ETF positions in Q1 2026 and 33 closed out, a net change of -10 holders.
  • The largest Fidelity MSCI Financials Index ETF buyer in Q1 2026 was Two Sigma Investments, an estimated $11.1M added.
  • The largest Fidelity MSCI Financials Index ETF seller in Q1 2026 was Kovitz Investment Group Partners, an estimated $11.1M sold.

Based on aggregated 13F filings for Q1 2026.