We are live on ! Find out more
FNCL icon

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
RA
101
RFG Advisory
Alabama
$536K -$52.6K -708 -8%
PWA
102
Prairie Wealth Advisors
Nebraska
$511K
ASN
103
Advisory Services Network
Georgia
$511K +$11.7K +158 +2%
AIA
104
AssuredPartners Investment Advisors
Florida
$496K -$29.7K -400 -5%
MML Investors Services
105
MML Investors Services
Massachusetts
$491K -$238K -3,209 -31%
WA
106
WBH Advisory
Maryland
$474K
CAPTRUST Financial Advisors
107
CAPTRUST Financial Advisors
North Carolina
$435K +$2.52K +34 +0.6%
Janney Montgomery Scott
108
Janney Montgomery Scott
Pennsylvania
$432K -$14K -188 -3%
Corient Private Wealth
109
Corient Private Wealth
Florida
$423K -$232K -3,126 -34%
FFL
110
Financial Freedom LLC
Ohio
$419K -$93.5K -1,260 -17%
MCM
111
McRae Capital Management
New Jersey
$419K +$21.2K +285 +5%
BCG
112
Breakwater Capital Group
New Jersey
$419K -$520 -7 -0.1%
PCA
113
Pallas Capital Advisors
Massachusetts
$414K -$29.5K -397 -6%
XT
114
XTX Topco
Cayman Islands
$391K +$413K +5,569 New
BI
115
Beckerman Institutional
New Jersey
$380K -$13.2K -178 -3%
CICI
116
Capital Investment Counsel Inc
North Carolina
$364K -$3.64K -49 -0.9%
RFN
117
Redwood Financial Network
Ohio
$357K +$121K +1,633 +47%
MA
118
Mutual Advisors
Nebraska
$352K -$127K -1,711 -25%
MP
119
McDonald Partners
Ohio
$351K -$92.3K -1,243 -20%
VPW
120
Variant Private Wealth
Virginia
$348K +$2.08K +28 +0.6%
EW
121
Evoke Wealth
California
$346K
MWM
122
Mission Wealth Management
California
$346K -$44.6K -601 -11%
VBCG
123
Valley Brook Capital Group
Pennsylvania
$344K +$29.8K +402 +9%
DBRC
124
D.B. Root & Company
Pennsylvania
$340K
NL
125
NWAM LLC
Washington
$336K +$133K +1,785 +60%

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.