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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
AAP
176
Arax Advisory Partners
Colorado
$104K
WBC
177
West Branch Capital
Massachusetts
$100K
Rockefeller Capital Management
178
Rockefeller Capital Management
New York
$94.6K
AssetMark Inc
179
AssetMark Inc
California
$82.9K
FFA
180
Farther Finance Advisors
California
$78.7K
TFM
181
TFC Financial Management
Massachusetts
$70.5K
PA
182
Parallel Advisors
California
$70.2K
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
AA
186
Addison Advisors
Vermont
$52.2K
EWM
187
EPG Wealth Management
Georgia
$51.7K
AF
188
Allworth Financial
California
$51.6K
William Blair & Company
189
William Blair & Company
Illinois
$47.5K
HWM
190
HighMark Wealth Management
Minnesota
$42.9K
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
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
KFAS
197
Keating Financial Advisory Services
Kansas
$37.2K
BIAS
198
Beacon Investment Advisory Services
New Jersey
$36.6K
FP
199
Financial Perspectives
Minnesota
$35.5K
CH
200
CDKV Holdings
Colorado
$35.1K