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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
WBC
176
West Branch Capital
Massachusetts
$100K
Rockefeller Capital Management
177
Rockefeller Capital Management
New York
$94.6K
AssetMark Inc
178
AssetMark Inc
California
$82.9K
FFA
179
Farther Finance Advisors
California
$78.7K
TFM
180
TFC Financial Management
Massachusetts
$70.5K
PA
181
Parallel Advisors
California
$70.2K
TWC
182
TD Waterhouse Canada
Ontario, Canada
$70.2K
SRCM
183
Signature Resources Capital Management
California
$62.4K
QC
184
Quent Capital
New York
$58.4K
AA
185
Addison Advisors
Vermont
$52.2K
EWM
186
EPG Wealth Management
Georgia
$51.7K
AF
187
Allworth Financial
California
$51.6K
William Blair & Company
188
William Blair & Company
Illinois
$47.5K
HWM
189
HighMark Wealth Management
Minnesota
$42.9K
SIS
190
Sound Income Strategies
Florida
$42.7K
CT
191
Caldwell Trust
Florida
$42.1K
SOAMC
192
Spirit of America Management Corp
New York
$41.1K
UCB
193
United Community Bank
South Carolina
$40.9K
CT
194
Colonial Trust
South Carolina
$39.9K
LFA
195
Longview Financial Advisors
Alabama
$38.8K
KFAS
196
Keating Financial Advisory Services
Kansas
$37.2K
BIAS
197
Beacon Investment Advisory Services
New Jersey
$36.6K
FP
198
Financial Perspectives
Minnesota
$35.5K
CH
199
CDKV Holdings
Colorado
$35.1K
BBHC
200
Brown Brothers Harriman & Co
New York
$34.2K