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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
BBHC
201
Brown Brothers Harriman & Co
New York
$34.2K
AC
202
AlphaCore Capital
California
$31.4K
DRP
203
Decker Retirement Planning
Utah
$29.7K
AA
204
Ancora Advisors
Ohio
$28.1K
PNC Financial Services Group
205
PNC Financial Services Group
Pennsylvania
$28.1K
CIAS
206
Capital Investment Advisory Services
North Carolina
$28.1K
GEA
207
Glen Eagle Advisors
New Jersey
$23.5K
ACA
208
Aptus Capital Advisors
Alabama
$23K
RF
209
Rossby Financial
Florida
$22.8K
TCM
210
Tradewinds Capital Management
Washington
$22.2K
HPWM
211
High Point Wealth Management
New Jersey
$21.4K
CI
212
CX Institutional
Indiana
$20K
GCM
213
Gables Capital Management
Florida
$19.9K
CFD
214
Creative Financial Designs
Indiana
$18.3K
RFP
215
Root Financial Partners
California
$17.8K
QCG
216
Quadrant Capital Group
Ohio
$17.3K
WA
217
Waverly Advisors
Alabama
$14.7K
PWA
218
Physician Wealth Advisors
Utah
$14.6K
S
219
SignatureFD
Georgia
$13.7K
SWM
220
SHP Wealth Management
Massachusetts
$13.4K
SGK
221
Steigerwald Gordon & Koch
Virginia
$12.9K
Russell Investments Group
222
Russell Investments Group
United Kingdom
$12.5K
MFP
223
Meramec Financial Planners
Missouri
$11K
T
224
Tidemark
California
$10.5K
UBS AM
225
UBS AM
Illinois
$9.27K