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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
TC
226
Truvestments Capital
Florida
$8.71K +$9.21K +124 New
EA
227
Evergreen Advisors
Tennessee
$8.54K +$9.06K +122 New
TCM
228
Triumph Capital Management
Colorado
$8.21K +$8.69K +117 New
Franklin Resources
229
Franklin Resources
California
$7.72K -$74.2K -1,000 -90%
SWM
230
Spire Wealth Management
Virginia
$7.02K
MSG
231
Main Street Group
Virginia
$7.02K +$7.42K +100 New
BFPW
232
BOK Financial Private Wealth
Colorado
$6.11K
VWA
233
Valued Wealth Advisors
Utah
$5.13K
OA
234
Operose Advisors
Wisconsin
$4.42K +$4.68K +63 New
PFA
235
Pillar Financial Advisors
Kentucky
$3.58K
LFG
236
Larson Financial Group
Missouri
$3.53K +$742 +10 +25%
ATPW
237
Ashton Thomas Private Wealth
Arizona
$3.23K +$3.42K +46 New
AF
238
Advisornet Financial
Minnesota
$3.09K
BLC
239
Brown, Lisle/Cummings
Rhode Island
$2.88K
PP
240
PFS Partners
New Jersey
$2.77K
WWM
241
Wolff Wiese Magana
California
$2.74K
CA
242
CoreCap Advisors
Michigan
$2.46K -$4.9K -66 -65%
CPBTD
243
Central Pacific Bank - Trust Division
Hawaii
$2.04K
RIL
244
Rothschild Investment LLC
Illinois
$2.04K
PK
245
Pflug Koory
Nebraska
$1.75K
GWM
246
Geneos Wealth Management
Colorado
$1.45K -$33.5K -451 -96%
FDCDDQ
247
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.4K -$93.1K -1,254 -98%
HFS
248
Hughes Financial Services
Virginia
$983
TFA
249
Transamerica Financial Advisors
Florida
$747 -$1.04K -14 -58%
FCMT
250
Founders Capital Management (Texas)
Texas
$479

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.