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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
WWM
76
Western Wealth Management
Colorado
$863K
SS
77
Sunbelt Securities
Texas
$840K
Envestnet Asset Management
78
Envestnet Asset Management
Illinois
$834K
PAG
79
Private Advisor Group
New Jersey
$832K
WS
80
Wedbush Securities
California
$832K
PSF
81
Pacific Sun Financial
California
$800K
GJIA
82
Glass Jacobson Investment Advisors
Maryland
$780K
LWM
83
LongView Wealth Management
Georgia
$749K
BJF
84
Blue Jean Financial
New York
$748K
AQR Capital Management
85
AQR Capital Management
Connecticut
$732K
MCM
86
MAI Capital Management
Ohio
$728K
Wealth Enhancement Advisory Services
87
Wealth Enhancement Advisory Services
Minnesota
$718K
BCA
88
Bay Colony Advisors
Massachusetts
$687K
GGS
89
Galvin Gaustad & Stein
Arizona
$685K
BCA
90
Bayshore Capital Advisors
Florida
$675K
WIA
91
World Investment Advisors
California
$666K
BFWA
92
Benchmark Financial Wealth Advisors
Florida
$635K
P
93
&Partners
Tennessee
$624K
CM
94
Cornerstone Management
Georgia
$621K
CF
95
Centaurus Financial
California
$617K
GIA
96
Gladstone Institutional Advisory
Florida
$603K
AWM
97
Athena Wealth Management
Nevada
$602K
RF
98
Roxbury Financial
New Jersey
$574K
Bank of New York Mellon
99
Bank of New York Mellon
New York
$562K
MF
100
Montis Financial
Massachusetts
$557K