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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
MFG
126
Monte Financial Group
Connecticut
$330K
PPWM
127
Paragon Private Wealth Management
Kentucky
$328K
Fifth Third Bancorp
128
Fifth Third Bancorp
Ohio
$309K
RWA
129
River Wealth Advisors
Pennsylvania
$302K
VT
130
Vise Technologies
New York
$301K
IA
131
IFP Advisors
Florida
$299K
NA
132
NewEdge Advisors
Louisiana
$296K
SYBT
133
Stock Yards Bank & Trust
Kentucky
$289K
AB
134
Atlas Brown
Kentucky
$288K
VWA
135
Visionary Wealth Advisors
Illinois
$280K
CPSAC
136
Chas P. Smith & Associates (CPS)
Florida
$278K
Pathstone Holdings
137
Pathstone Holdings
New Jersey
$277K
PCA
138
Purkiss Capital Advisors
Connecticut
$276K
SWA
139
Stratos Wealth Advisors
Ohio
$274K
IW
140
Instrumental Wealth
Florida
$269K
SW
141
SVB Wealth
Massachusetts
$264K
HI
142
Harbour Investments
Wisconsin
$264K
AIS
143
AM Investment Strategies
Tennessee
$256K
IC
144
IEQ Capital
California
$253K
IFG
145
Independent Financial Group
California
$252K
Focus Partners Wealth
146
Focus Partners Wealth
Massachusetts
$244K
WPP
147
Whalerock Point Partners
Rhode Island
$244K
PWP
148
Prasad Wealth Partners
Ohio
$244K
CAMG
149
CWA Asset Management Group
Florida
$239K
PIA
150
Panoramic Investment Advisors
Colorado
$239K