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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
Citigroup
26
Citigroup
New York
$5.77M +$477K +6,427 +8%
Goldman Sachs
27
Goldman Sachs
New York
$5.74M +$5.41M +72,840 +818%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$5.61M +$4.67M +62,906 +371%
Ameriprise
29
Ameriprise
Minnesota
$4.7M +$742 +10 +0%
SPIA
30
Steward Partners Investment Advisory
New York
$4.65M +$228K +3,074 +5%
HighTower Advisors
31
HighTower Advisors
Illinois
$4.62M -$296K -3,988 -6%
SSWM
32
Smith Salley Wealth Management
North Carolina
$4.23M +$296K +3,994 +7%
MWM
33
Maltin Wealth Management
New Jersey
$3.74M -$250K -3,367 -6%
SF
34
Summit Financial
New Jersey
$3.57M +$107K +1,439 +3%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$3.5M -$1.07M -14,419 -22%
Mariner
36
Mariner
Kansas
$3.38M -$108K -1,449 -3%
Wells Fargo
37
Wells Fargo
California
$2.89M -$5.79M -77,958 -65%
BWM
38
Buska Wealth Management
Wisconsin
$2.86M -$196K -2,643 -6%
Kovitz Investment Group Partners
39
Kovitz Investment Group Partners
Illinois
$2.82M -$11.1M -149,336 -79%
RSWM
40
Robertson Stephens Wealth Management
California
$2.69M -$6.53K -88 -0.2%
OSAM
41
O'Shaughnessy Asset Management
Connecticut
$2.66M +$72.8K +981 +3%
Carson Wealth (CWM LLC)
42
Carson Wealth (CWM LLC)
Nebraska
$2.62M +$396K +5,338 +17%
LA
43
Lynch & Associates
Indiana
$2.62M +$91.5K +1,232 +3%
Cetera Investment Advisers
44
Cetera Investment Advisers
Illinois
$2.43M +$300K +4,043 +13%
Raymond James Financial
45
Raymond James Financial
Florida
$2.2M +$825K +11,116 +55%
MFG
46
Merit Financial Group
Georgia
$2.14M +$1.76M +23,669 +348%
KPWS
47
Kestra Private Wealth Services
Texas
$2.13M -$461K -6,210 -17%
HAP
48
Harbor Asset Planning
Massachusetts
$2.12M +$95.3K +1,284 +4%
LA
49
Lifeworks Advisors
Michigan
$2.04M +$195K +2,621 +10%
JE
50
Jacobs Equity
Utah
$1.96M +$547K +7,370 +36%

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.