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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
PS
151
Principal Securities
Iowa
$235K
KIA
152
KCM Investment Advisors
California
$234K
BW
153
BIP Wealth
Georgia
$231K
SA
154
Sovran Advisors
California
$214K
RI
155
Ruggiero Investments
Florida
$213K
TCM
156
Tandem Capital Management
New Jersey
$212K
SFS
157
Sowell Financial Services
Arkansas
$210K
PFS
158
Prospera Financial Services
Texas
$209K
FPAS
159
Focus Partners Advisor Solutions
Missouri
$208K
ECA
160
Elevated Capital Advisors
Utah
$207K
MHR
161
Matthew Hamilton Rosenberg
$206K
AWP
162
Astra Wealth Partners
New Jersey
$203K
IAA
163
Independent Advisor Alliance
North Carolina
$200K
AUB
164
Atlantic Union Bankshares
Virginia
$159K
MWA
165
Merkkuri Wealth Advisors
New York
$159K
VNA
166
Valley National Advisers
Pennsylvania
$159K
PSB
167
Piscataqua Savings Bank
New Hampshire
$131K
BlackRock
168
BlackRock
New York
$124K
HR
169
Howe & Rusling
New York
$124K
SMA
170
Sage Mountain Advisors
Georgia
$119K
RWM
171
Rialto Wealth Management
New York
$110K
BCWM
172
Bartlett & Co Wealth Management
Ohio
$110K
BWL
173
Bogart Wealth LLC
Virginia
$108K
MG
174
Mather Group
Illinois
$106K
Bessemer Group
175
Bessemer Group
New Jersey
$106K