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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
WWM
76
Western Wealth Management
Colorado
$863K +$371 +5 +0%
SS
77
Sunbelt Securities
Texas
$840K -$52.5K -707 -6%
Envestnet Asset Management
78
Envestnet Asset Management
Illinois
$834K -$8.13M -109,562 -90%
PAG
79
Private Advisor Group
New Jersey
$832K -$56K -755 -6%
WS
80
Wedbush Securities
California
$832K +$102K +1,380 +13%
PSF
81
Pacific Sun Financial
California
$800K +$185K +2,491 +28%
GJIA
82
Glass Jacobson Investment Advisors
Maryland
$780K +$29.2K +394 +4%
LWM
83
LongView Wealth Management
Georgia
$749K +$3.93K +53 +0.5%
BJF
84
Blue Jean Financial
New York
$748K +$33.6K +453 +4%
AQR Capital Management
85
AQR Capital Management
Connecticut
$732K -$11.7K -157 -1%
MCM
86
MAI Capital Management
Ohio
$728K +$77.1K +1,038 +11%
Wealth Enhancement Advisory Services
87
Wealth Enhancement Advisory Services
Minnesota
$718K -$1.18M -15,951 -61%
BCA
88
Bay Colony Advisors
Massachusetts
$687K +$17.5K +236 +2%
GGS
89
Galvin Gaustad & Stein
Arizona
$685K +$76.7K +1,033 +12%
BCA
90
Bayshore Capital Advisors
Florida
$675K
WIA
91
World Investment Advisors
California
$666K -$5.72K -77 -0.8%
BFWA
92
Benchmark Financial Wealth Advisors
Florida
$635K -$51.3K -691 -7%
P
93
&Partners
Tennessee
$624K -$147K -1,975 -18%
CM
94
Cornerstone Management
Georgia
$621K +$128K +1,731 +24%
CF
95
Centaurus Financial
California
$617K +$25.5K +343 +4%
GIA
96
Gladstone Institutional Advisory
Florida
$603K +$408K +5,500 +178%
AWM
97
Athena Wealth Management
Nevada
$602K +$112K +1,509 +21%
RF
98
Roxbury Financial
New Jersey
$574K +$6.53K +88 +1%
Bank of New York Mellon
99
Bank of New York Mellon
New York
$562K -$48.3K -651 -8%
MF
100
Montis Financial
Massachusetts
$557K -$14.1K -190 -2%

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.