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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
AC
201
AlphaCore Capital
California
$31.4K
DRP
202
Decker Retirement Planning
Utah
$29.7K
AA
203
Ancora Advisors
Ohio
$28.1K
PNC Financial Services Group
204
PNC Financial Services Group
Pennsylvania
$28.1K
CIAS
205
Capital Investment Advisory Services
North Carolina
$28.1K
GEA
206
Glen Eagle Advisors
New Jersey
$23.5K
ACA
207
Aptus Capital Advisors
Alabama
$23K
RF
208
Rossby Financial
Florida
$22.8K
TCM
209
Tradewinds Capital Management
Washington
$22.2K
HPWM
210
High Point Wealth Management
New Jersey
$21.4K
CI
211
CX Institutional
Indiana
$20K
GCM
212
Gables Capital Management
Florida
$19.9K
CFD
213
Creative Financial Designs
Indiana
$18.3K
RFP
214
Root Financial Partners
California
$17.8K
QCG
215
Quadrant Capital Group
Ohio
$17.3K
WA
216
Waverly Advisors
Alabama
$14.7K
PWA
217
Physician Wealth Advisors
Utah
$14.6K
S
218
SignatureFD
Georgia
$13.7K
SWM
219
SHP Wealth Management
Massachusetts
$13.4K
SGK
220
Steigerwald Gordon & Koch
Virginia
$12.9K
Russell Investments Group
221
Russell Investments Group
United Kingdom
$12.5K
MFP
222
Meramec Financial Planners
Missouri
$11K
T
223
Tidemark
California
$10.5K
NA
224
NewEdge Advisors
Louisiana
$9.4K
UBS AM
225
UBS AM
Illinois
$9.27K