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Fidelity MSCI Energy Index ETF

257 hedge funds and large institutions have $777M invested in Fidelity MSCI Energy Index ETF in 2026 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 87 increasing their positions, 61 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 18

94% more capital invested

Capital invested by funds: $401M → $777M (+$375M)

43% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 61

18% more funds holding

Funds holding: 217257 (+40)

10.94% more ownership

Funds ownership: 28.68%39.62% (+11%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
257
Holders Change
+40
Holders Change %
+18.43%
% of All Funds
3.16%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
66
Increased
87
Reduced
61
Closed
18
Calls
$3.67M
Puts
Net Calls
+$3.67M
Net Calls Change
+$3.06M
Name Holding Trade Value Shares
Change
Change in
Stake
WP
251
WealthShield Partners
North Carolina
$1.56K +$1.37K +46 New
Bank of Montreal
252
Bank of Montreal
Ontario, Canada
$1.46K -$803 -27 -39%
HFS
253
Hughes Financial Services
Virginia
$1.43K
GIA
254
GHP Investment Advisors
Colorado
$851 +$743 +25 New
AWM
255
Activest Wealth Management
Florida
$767 +$30 +1 +5%
DWP
256
Destiny Wealth Partners
Florida
$340 +$297 +10 New
SIS
257
Sound Income Strategies
Florida
$328
ATPW
258
Ashton Thomas Private Wealth
Arizona
$102 +$89 +3 New
DWM
259
Darwin Wealth Management
Florida
$23
HWA
260
Hilltop Wealth Advisors
North Carolina
-$13.2M -534,019 Closed
TGAM
261
TBH Global Asset Management
Tennessee
-$4.94M -130,600 Closed
SR
262
Syntax Research
Florida
-$2.01M -81,150 Closed
HF
263
HRT Financial
New York
-$685K -27,661 Closed
TSS
264
Two Sigma Securities
New York
-$666K -26,907 Closed
FTUS
265
Flow Traders U.S.
New York
-$570K -23,004 Closed
Point72 Asset Management
266
Point72 Asset Management
Connecticut
-$292K -11,806 Closed
HWA
267
Heartwood Wealth Advisors
Virginia
-$233K -9,409 Closed
Deutsche Bank
268
Deutsche Bank
Germany
-$24.7K -997 Closed
RWM
269
RMG Wealth Management
Wisconsin
-$81.7K -890 Closed
IIM
270
IFC & Insurance Marketing
California
-$10K -407 Closed
BONH
271
Bank of New Hampshire
New Hampshire
-$6.91K -279 Closed
FHA
272
Flagship Harbor Advisors
Massachusetts
-$6.19K -249 Closed
Group One Trading
273
Group One Trading
Illinois
-$4.95K -200 Closed
FDCDDQ
274
Federation des caisses Desjardins du Quebec
Quebec, Canada
-$3.74K -151 Closed
CA
275
CoreCap Advisors
Michigan
-$2.48K -100 Closed