Fidelity Merrimack Str Tr (FIGB): Hedge Fund Ownership & Smart Money Signals (Q1 2026)

Q: Is it too late to buy Fidelity Merrimack Str Tr (FIGB) following the 2026 Q1 hedge fund 13F filings?

As of today, FIGB has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), FIGB gained nan% vs +15.1% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Fidelity Merrimack Str Tr (FIGB)

55 + Investors. Track Smart Money conviction in FIGB. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — FIGB

Based on 55 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 8 quarters in a row

last 6Q

For 8 consecutive quarters, more hedge funds added FIGB than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

55 hedge funds hold FIGB right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

🚀

Fast accumulation — +83% more funds vs a year ago

fund count last 6Q

+25 new funds entered over the past year (+83% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.

🟢

More buyers than sellers — 69% buying

38 buying17 selling

Last quarter: 38 funds were net buyers (11 opened a brand new position + 27 added to an existing one). Only 17 were sellers (13 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~11 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 11 → 7 → 13 → 11. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔄

Mostly new holders — 40% entered in last year

■ 22% conviction (2yr+) ■ 38% medium ■ 40% new

Only 12 funds (22%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

📈

Growing discovery — still being found

8 → 11 → 7 → 13 → 11 new funds/Q

New funds entering each quarter: 11 → 7 → 13 → 11. A growing number of institutions are discovering FIGB each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🌱

Early stage — 64% of holders entered in last year

■ 25% veterans ■ 11% 1-2yr ■ 64% new

Of 55 current holders: 35 (64%) entered in the past year, only 14 (25%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.

📋

Smaller funds dominant — 7% AUM from top-100

7% from top-100 AUM funds

11 of 54 holders rank in the top 100 by AUM, but together hold only 7% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

4.9

out of 10

Moderate Exit Risk

Exit risk score 4.9/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	55	48	14.58%
13F Shares	3M	2M	51.05%
Total Value	$133M	$95M	40.06%
New Positions	11	13	-2
Increased Positions	27	24	+3
Closed Positions	4	3	+1
Reduced Positions	13	6	+7
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

14.58%

13F Shares

51.05%

Total Value

$133M

$95M

40.06%

New Positions

-2

Increased Positions

Closed Positions

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

55 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in FIGB. Verified SEC 13F-HR filings.

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 FIGB holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Heartland Bank & Trust Co	10.84%	1,114,630	$48.0M
2	Clarity Retirement & Wealth, LLC	7.26%	209,172	$9.0M
3	Anson Capital, Inc.	6.04%	205,210	$8.8M
4	Noble Wealth Management PBC	1.24%	57,090	$2.5M
5	Davis Wealth Advisors, LLC	0.85%	23,642	$1.0M
6	Advyzon Investment Management, LLC	0.67%	174,633	$7.5M
7	Bill Few Associates, Inc.	0.33%	32,430	$1.4M
8	Core Wealth Advisors, Inc.	0.29%	27,961	$1.2M
9	Elevation Wealth Management LLC	0.28%	6,989	$302K
10	Trust Investment Advisors	0.27%	10,800	$465K
11	Clarity Asset Management, Inc.	0.20%	9,254	$398K
12	Latitude Advisors, LLC	0.17%	8,444	$363K
13	Planning Directions Inc	0.14%	6,646	$286K
14	Foronjy Financial LLC	0.12%	6,606	$284K
15	Peterson Wealth Advisors, LLC	0.08%	13,240	$570K
16	Virtus Wealth Solutions LLC	0.06%	7,537	$324K
17	IFP Advisors, Inc	0.03%	28,267	$1.2M
18	Kovack Advisors, Inc.	0.02%	10,602	$456K
19	Osaic Holdings, INC.	0.02%	285,193	$12.3M
20	Harbour Investments, INC.	0.01%	21,837	$940K
21	Integrated Advisors Network LLC	0.01%	5,162	$222K
22	Kestra Advisory Services, LLC	0.01%	71,366	$3.1M
23	Arkadios Wealth Advisors	0.01%	9,151	$394K
24	DHJJ Financial Advisors, Ltd.	0.01%	430	$19K
25	Wealth Enhancement Advisory Services, LLC	0.01%	64,818	$2.8M

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Fidelity Merrimack Str Tr (FIGB)

What does the Smart Money Trend signal show for FIGB?

Buying streak — 8 quarters in a row: For 8 consecutive quarters, more hedge funds added FIGB than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for FIGB?

More buyers than sellers — 69% buying: Last quarter: 38 funds were net buyers (11 opened a brand new position + 27 added to an existing one). Only 17 were sellers (13 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for FIGB holders?

Smaller funds dominant — 7% AUM from top-100: 11 of 54 holders rank in the top 100 by AUM, but together hold only 7% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held FIGB?

Mostly new holders — 40% entered in last year: Only 12 funds (22%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Is it too late to buy Fidelity Merrimack Str Tr (FIGB) following the 2026 Q1 hedge fund 13F filings?

As of today, FIGB has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), FIGB has gained nan% vs +15.1% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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Fidelity Merrimack Str Tr (FIGB)

Smart Money Signals — FIGB

Buying streak — 8 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +83% more funds vs a year ago

More buyers than sellers — 69% buying

Steady new buyers — ~11 new funds per quarter

Mostly new holders — 40% entered in last year

Growing discovery — still being found

Early stage — 64% of holders entered in last year

Smaller funds dominant — 7% AUM from top-100

Institutional Sentiment Summary — FIGB

Hedge Fund Ownership: FIGB

Market Analysis: FIGB

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: FIGB

Is It Too Late to Buy Fidelity Merrimack Str Tr (FIGB) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: FIGB

Statistics: FIGB

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — Fidelity Merrimack Str Tr (FIGB)

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