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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
EWA
51
EP Wealth Advisors
California
$1.88M
SCA
52
Snowden Capital Advisors
New York
$1.85M
AAS
53
Ameritas Advisory Services
Nebraska
$1.82M
TRCT
54
Tower Research Capital (TRC)
New York
$1.81M
UBS Group
55
UBS Group
Switzerland
$1.74M
KPWM
56
KDK Private Wealth Management
Texas
$1.71M
Jones Financial Companies
57
Jones Financial Companies
Missouri
$1.46M
PA
58
PFG Advisors
Arizona
$1.44M
QCM
59
Quantinno Capital Management
New York
$1.42M
Fisher Asset Management
60
Fisher Asset Management
Washington
$1.38M
HCA
61
Heck Capital Advisors
Wisconsin
$1.37M
RPGK
62
Retirement Planning Group (Kansas)
Kansas
$1.27M
Citadel Advisors
63
Citadel Advisors
Florida
$1.27M
MWM
64
Meridian Wealth Management
Kentucky
$1.24M
Creative Planning
65
Creative Planning
Kansas
$1.14M
ACA
66
Atlas Capital Advisors
Wyoming
$1.1M
TCM
67
Traynor Capital Management
Pennsylvania
$1.03M
ANBT
68
American National Bank & Trust
Texas
$1.02M
AFAS
69
Acorn Financial Advisory Services
Virginia
$1.02M
BWM
70
Birchcreek Wealth Management
Ohio
$1M
SPC
71
Sigma Planning Corp
Michigan
$997K
BCI
72
Brinker Capital Investments
Pennsylvania
$997K
AFM
73
Aspetuck Financial Management
Connecticut
$936K
NWM
74
Nova Wealth Management
Florida
$897K
GCM
75
G2 Capital Management
Ohio
$876K