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
PS
151
Principal Securities
Iowa
$235K +$8.09K +109 +3%
KIA
152
KCM Investment Advisors
California
$234K -$34.1K -460 -12%
BW
153
BIP Wealth
Georgia
$231K +$12K +161 +5%
SA
154
Sovran Advisors
California
$214K +$20.4K +275 +11%
RI
155
Ruggiero Investments
Florida
$213K +$225K +3,032 New
TCM
156
Tandem Capital Management
New Jersey
$212K +$4.08K +55 +2%
SFS
157
Sowell Financial Services
Arkansas
$210K -$1.04K -14 -0.5%
PFS
158
Prospera Financial Services
Texas
$209K +$891 +12 +0.4%
FPAS
159
Focus Partners Advisor Solutions
Missouri
$208K +$220K +2,957 New
ECA
160
Elevated Capital Advisors
Utah
$207K -$14.6K -197 -6%
MHR
161
Matthew Hamilton Rosenberg
$206K
AWP
162
Astra Wealth Partners
New Jersey
$203K +$215K +2,894 New
IAA
163
Independent Advisor Alliance
North Carolina
$200K +$212K +2,853 New
AUB
164
Atlantic Union Bankshares
Virginia
$159K
MWA
165
Merkkuri Wealth Advisors
New York
$159K +$168K +2,267 New
VNA
166
Valley National Advisers
Pennsylvania
$159K
PSB
167
Piscataqua Savings Bank
New Hampshire
$131K
BlackRock
168
BlackRock
New York
$124K -$10.8K -145 -8%
HR
169
Howe & Rusling
New York
$124K
SMA
170
Sage Mountain Advisors
Georgia
$119K -$445 -6 -0.4%
RWM
171
Rialto Wealth Management
New York
$110K -$23.2K -312 -17%
BCWM
172
Bartlett & Co Wealth Management
Ohio
$110K +$111K +1,500 New
BWL
173
Bogart Wealth LLC
Virginia
$108K
MG
174
Mather Group
Illinois
$106K +$113K +1,517 New
Bessemer Group
175
Bessemer Group
New Jersey
$106K +$112K +1,505 New

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.