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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

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

less funds holding

Funds holding:

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
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$821K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TC
226
Truvestments Capital
Florida
$8.71K
EA
227
Evergreen Advisors
Tennessee
$8.54K
TCM
228
Triumph Capital Management
Colorado
$8.21K
Franklin Resources
229
Franklin Resources
California
$7.72K
SWM
230
Spire Wealth Management
Virginia
$7.02K
MSG
231
Main Street Group
Virginia
$7.02K
BFPW
232
BOK Financial Private Wealth
Colorado
$6.11K
VWA
233
Valued Wealth Advisors
Utah
$5.13K
OA
234
Operose Advisors
Wisconsin
$4.42K
PFA
235
Pillar Financial Advisors
Kentucky
$3.58K
LFG
236
Larson Financial Group
Missouri
$3.53K
ATPW
237
Ashton Thomas Private Wealth
Arizona
$3.23K
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
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
FDCDDQ
247
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.4K
HFS
248
Hughes Financial Services
Virginia
$983
TFA
249
Transamerica Financial Advisors
Florida
$747
FCMT
250
Founders Capital Management (Texas)
Texas
$479