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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
PCS
251
Personal CFO Solutions
New Jersey
BCM
252
Beaumont Capital Management
Massachusetts
ACA
253
Aspire Capital Advisors
Washington
GVAG
254
Great Valley Advisor Group
Delaware
AWM
255
Axxcess Wealth Management
California
PWA
256
Primoris Wealth Advisors
Florida
JWCA
257
J.W. Cole Advisors
Florida
VC
258
Vicus Capital
Pennsylvania
AI
259
Atria Investments
North Carolina
HAS
260
HBW Advisory Services
California
SFA
261
Sequoia Financial Advisors
Ohio
AWA
262
Arkadios Wealth Advisors
Georgia
SOS
263
Silver Oak Securities
Tennessee
DWM
264
Dakota Wealth Management
Florida
Koshinski Asset Management
265
Koshinski Asset Management
Illinois
M1FG
266
Mach-1 Financial Group
Arkansas
BWM
267
BCS Wealth Management
Tennessee
FHC
268
First Heartland Consultants
Missouri
MAS
269
MPWM Advisory Solutions
Georgia
Deutsche Bank
270
Deutsche Bank
Germany
US Bancorp
271
US Bancorp
Minnesota
CA
272
Clearstead Advisors
Ohio
FHA
273
Flagship Harbor Advisors
Massachusetts
IIM
274
IFC & Insurance Marketing
California
Qube Research & Technologies (QRT)
275
Qube Research & Technologies (QRT)
United Kingdom