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Fidelity MSCI Energy Index ETF

199 hedge funds and large institutions have $399M invested in Fidelity MSCI Energy Index ETF in 2025 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 66 increasing their positions, 71 reducing their positions, and 34 closing their positions.

Holders
199
Holders Change
-19
Holders Change %
-8.72%
% of All Funds
2.67%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
66
Reduced
71
Closed
34
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Lido Advisors
1
Lido Advisors
California
$36.6M 1,561,825 +64,451 +4%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$33.3M 1,421,526 -102,357 -7%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$28.7M 1,222,648 +990,880 +428%
AM
4
AGF Management
Ontario, Canada
$21.1M 897,920 +57,218 +7%
LPL Financial
5
LPL Financial
California
$18.2M 774,486 -14,833 -2%
HighTower Advisors
6
HighTower Advisors
Illinois
$17.5M 745,905 -276,153 -27%
YC
7
Yarbrough Capital
Tennessee
$16.7M 711,695
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$14.6M 620,754 -114,502 -16%
BNP Paribas Financial Markets
9
BNP Paribas Financial Markets
France
$14.1M 600,000 +599,460 +111,011%
Wells Fargo
10
Wells Fargo
California
$10.9M 465,306 -49,974 -10%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$9.98M 425,794 +341,767 +407%
CCM
12
Cutler Capital Management
Massachusetts
$6.34M 270,509 +6,999 +3%
KAS
13
Kestra Advisory Services
Texas
$6.27M 267,576 +47,123 +21%
QC
14
Quadrature Capital
United Kingdom
$6.27M 267,554 +213,192 +392%
Tudor Investment Corp
15
Tudor Investment Corp
Connecticut
$6M 255,728 +255,728 New
GA
16
Guerra Advisors
Florida
$5.91M 252,077 +93,492 +59%
Morgan Stanley
17
Morgan Stanley
New York
$5.28M 225,072 -4,361 -2%
PAG
18
Private Advisor Group
New Jersey
$5.15M 219,528 +3,925 +2%
Bank of America
19
Bank of America
North Carolina
$4.82M 205,460 +7,347 +4%
EFM
20
Eley Financial Management
Vermont
$4.09M 174,591 -981 -0.6%
KIA
21
KCM Investment Advisors
California
$4.06M 173,293 -6,291 -4%
Ameriprise
22
Ameriprise
Minnesota
$4.03M 171,746 +19,612 +13%
Osaic Holdings
23
Osaic Holdings
Arizona
$4.02M 168,655 -161,327 -49%
FPGK
24
Financial Partners Group (Kansas)
Kansas
$3.89M 165,951 -49,186 -23%
TCM
25
Traynor Capital Management
Pennsylvania
$3.77M 160,093 -22,568 -12%