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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
PCS
251
Personal CFO Solutions
New Jersey
-$9.05M -116,387 Closed
BCM
252
Beaumont Capital Management
Massachusetts
-$4.94M -63,564 Closed
ACA
253
Aspire Capital Advisors
Washington
-$3.52M -45,293 Closed
GVAG
254
Great Valley Advisor Group
Delaware
-$1.37M -17,643 Closed
AWM
255
Axxcess Wealth Management
California
-$757K -9,739 Closed
PWA
256
Primoris Wealth Advisors
Florida
-$604K -7,775 Closed
JWCA
257
J.W. Cole Advisors
Florida
-$255K -6,353 Closed
VC
258
Vicus Capital
Pennsylvania
-$435K -5,597 Closed
AI
259
Atria Investments
North Carolina
-$398K -5,122 Closed
HAS
260
HBW Advisory Services
California
-$327K -4,211 Closed
SFA
261
Sequoia Financial Advisors
Ohio
-$302K -3,879 Closed
AWA
262
Arkadios Wealth Advisors
Georgia
-$264K -3,401 Closed
SOS
263
Silver Oak Securities
Tennessee
-$240K -3,059 Closed
DWM
264
Dakota Wealth Management
Florida
-$233K -3,000 Closed
Koshinski Asset Management
265
Koshinski Asset Management
Illinois
-$214K -2,754 Closed
M1FG
266
Mach-1 Financial Group
Arkansas
-$205K -2,634 Closed
BWM
267
BCS Wealth Management
Tennessee
-$204K -2,630 Closed
FHC
268
First Heartland Consultants
Missouri
-$200K -2,573 Closed
MAS
269
MPWM Advisory Solutions
Georgia
-$174K -2,241 Closed
Deutsche Bank
270
Deutsche Bank
Germany
-$121K -1,553 Closed
US Bancorp
271
US Bancorp
Minnesota
-$91.2K -1,173 Closed
CA
272
Clearstead Advisors
Ohio
-$77.7K -1,000 Closed
FHA
273
Flagship Harbor Advisors
Massachusetts
-$69.3K -891 Closed
IIM
274
IFC & Insurance Marketing
California
-$67K -863 Closed
Qube Research & Technologies (QRT)
275
Qube Research & Technologies (QRT)
United Kingdom
-$39.8K -512 Closed

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.