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Fidelity MSCI Energy Index ETF

220 hedge funds and large institutions have $539M invested in Fidelity MSCI Energy Index ETF in 2025 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 68 increasing their positions, 80 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

23,333% more call options, than puts

Call options by funds: $703K | Put options by funds: $3K

6% more capital invested

Capital invested by funds: $510M → $539M (+$28.8M)

4% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 28

0.01% more ownership

Funds ownership: 34.45%34.46% (+0.01%)

1% less funds holding

Funds holding: 222220 (-2)

15% less repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 80

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
220
Holders Change
-2
Holders Change %
-0.9%
% of All Funds
2.95%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
29
Increased
68
Reduced
80
Closed
28
Calls
$703K
Puts
$3K
Net Calls
+$700K
Net Calls Change
-$215K
Name Holding Trade Value Shares
Change
Change in
Stake
CFGS
226
Concourse Financial Group Securities
Alabama
-$353K -13,820 Closed
FFN
227
Focus Financial Network
Minnesota
-$289K -12,111 Closed
Charles Schwab
228
Charles Schwab
California
-$283K -11,871 Closed
EWS
229
Evergreen Wealth Solutions
Pennsylvania
-$277K -11,615 Closed
VAG
230
VisionPoint Advisory Group
Texas
-$250K -10,350 Closed
Envestnet Portfolio Solutions
231
Envestnet Portfolio Solutions
Illinois
-$246K -10,307 Closed
GC
232
Grimes & Company
Massachusetts
-$231K -9,691 Closed
PG
233
Prostatis Group
Maryland
-$227K -9,512 Closed
Goldman Sachs
234
Goldman Sachs
New York
-$222K -9,294 Closed
Brown Advisory
235
Brown Advisory
Maryland
-$219K -9,195 Closed
SMAM
236
Sugar Maple Asset Management
Wisconsin
-$182K -7,624 Closed
CAS
237
Coppell Advisory Solutions
Texas
-$168K -7,113 Closed
PFA
238
Pathway Financial Advisers
Indiana
-$55.1K -2,310 Closed
CAL
239
Capital Analysts LLC
Pennsylvania
-$50K -2,118 Closed
KIM
240
Kestra Investment Management
Texas
-$39.2K -1,643 Closed
NWWA
241
New Wave Wealth Advisors
Arkansas
-$27K -1,131 Closed
PCA
242
PMV Capital Advisers
Texas
-$9.11K -382 Closed
EW
243
Element Wealth
Mississippi
-$8.13K -341 Closed
AWM
244
Avior Wealth Management
Nebraska
-$7.4K -310 Closed
VWM
245
Venturi Wealth Management
Texas
-$5.7K -239 Closed
EWM
246
Evermay Wealth Management
Virginia
-$5.36K -225 Closed
HNW
247
High Note Wealth
Minnesota
-$358 -15 Closed
DRP
248
Decker Retirement Planning
Utah
-$95 -4 Closed
HNB
249
Huntington National Bank
Ohio
-$32K