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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
RA
101
RFG Advisory
Alabama
$536K
PWA
102
Prairie Wealth Advisors
Nebraska
$511K
ASN
103
Advisory Services Network
Georgia
$511K
AIA
104
AssuredPartners Investment Advisors
Florida
$496K
MML Investors Services
105
MML Investors Services
Massachusetts
$491K
WA
106
WBH Advisory
Maryland
$474K
CAPTRUST Financial Advisors
107
CAPTRUST Financial Advisors
North Carolina
$435K
Janney Montgomery Scott
108
Janney Montgomery Scott
Pennsylvania
$432K
Corient Private Wealth
109
Corient Private Wealth
Florida
$423K
FFL
110
Financial Freedom LLC
Ohio
$419K
MCM
111
McRae Capital Management
New Jersey
$419K
BCG
112
Breakwater Capital Group
New Jersey
$419K
PCA
113
Pallas Capital Advisors
Massachusetts
$414K
XT
114
XTX Topco
Cayman Islands
$391K
BI
115
Beckerman Institutional
New Jersey
$380K
CICI
116
Capital Investment Counsel Inc
North Carolina
$364K
RFN
117
Redwood Financial Network
Ohio
$357K
MA
118
Mutual Advisors
Nebraska
$352K
MP
119
McDonald Partners
Ohio
$351K
VPW
120
Variant Private Wealth
Virginia
$348K
EW
121
Evoke Wealth
California
$346K
MWM
122
Mission Wealth Management
California
$346K
VBCG
123
Valley Brook Capital Group
Pennsylvania
$344K
DBRC
124
D.B. Root & Company
Pennsylvania
$340K
NL
125
NWAM LLC
Washington
$336K