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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

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
AAP
176
Arax Advisory Partners
Colorado
$104K -$18.6K -250 -14%
WBC
177
West Branch Capital
Massachusetts
$100K
Rockefeller Capital Management
178
Rockefeller Capital Management
New York
$94.6K +$445 +6 +0.4%
AssetMark Inc
179
AssetMark Inc
California
$82.9K +$9.87K +133 +13%
FFA
180
Farther Finance Advisors
California
$78.7K -$6.16K -83 -7%
TFM
181
TFC Financial Management
Massachusetts
$70.5K
PA
182
Parallel Advisors
California
$70.2K -$9.72K -131 -12%
TWC
183
TD Waterhouse Canada
Ontario, Canada
$70.2K
SRCM
184
Signature Resources Capital Management
California
$62.4K
QC
185
Quent Capital
New York
$58.4K -$31.2K -420 -34%
AA
186
Addison Advisors
Vermont
$52.2K
EWM
187
EPG Wealth Management
Georgia
$51.7K +$148 +2 +0.3%
AF
188
Allworth Financial
California
$51.6K +$2.67K +36 +5%
William Blair & Company
189
William Blair & Company
Illinois
$47.5K -$5.57K -75 -10%
HWM
190
HighMark Wealth Management
Minnesota
$42.9K +$74 +1 +0.2%
SIS
191
Sound Income Strategies
Florida
$42.7K
CT
192
Caldwell Trust
Florida
$42.1K
SOAMC
193
Spirit of America Management Corp
New York
$41.1K -$11.4K -154 -22%
UCB
194
United Community Bank
South Carolina
$40.9K
CT
195
Colonial Trust
South Carolina
$39.9K
LFA
196
Longview Financial Advisors
Alabama
$38.8K +$41.1K +553 New
KFAS
197
Keating Financial Advisory Services
Kansas
$37.2K
BIAS
198
Beacon Investment Advisory Services
New Jersey
$36.6K +$38.7K +521 New
FP
199
Financial Perspectives
Minnesota
$35.5K +$148 +2 +0.4%
CH
200
CDKV Holdings
Colorado
$35.1K

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.