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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 %
NA
26
NewEdge Advisors
Louisiana
$3.7M 157,595 +5,402 +4%
AAS
27
Avantax Advisory Services
Texas
$3.54M 150,940 +100,865 +201%
MMA
28
Miracle Mile Advisors
California
$3.3M 140,714 +13,484 +11%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$3.17M 135,347 +135,347 New
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$2.98M 126,908 -6,396 -5%
SS
31
Sunbelt Securities
Texas
$2.56M 107,370 +28,948 +37%
SPIA
32
Steward Partners Investment Advisory
New York
$2.56M 109,025 +92,791 +572%
JCM
33
Jacobi Capital Management
Pennsylvania
$2.54M 108,231 +795 +0.7%
YWM
34
Yoder Wealth Management
California
$2.53M 107,851 +2,893 +3%
AWM
35
AE Wealth Management
Kansas
$2.53M 107,820 +11,605 +12%
TRIA
36
Trail Ridge Investment Advisors
Colorado
$2.52M 104,491 -6,223 -6%
MWM
37
Maltin Wealth Management
New Jersey
$2.47M 105,128 +6,203 +6%
Stifel Financial
38
Stifel Financial
Missouri
$2.46M 105,054 -3,160 -3%
PAS
39
Park Avenue Securities
New York
$2.41M 102,600 +102,600 New
WQ
40
Wealth Quarterback
New Jersey
$1.89M 80,779 -9,094 -10%
Mariner
41
Mariner
Kansas
$1.87M 79,560 -22,901 -22%
UBS Group
42
UBS Group
Switzerland
$1.76M 74,981 -227,466 -75%
Fidelity Investments
43
Fidelity Investments
Massachusetts
$1.74M 74,017 -5,515,578 -99%
JPMorgan Chase & Co
44
JPMorgan Chase & Co
New York
$1.73M 73,598 +10,351 +16%
AFM
45
Aspetuck Financial Management
Connecticut
$1.63M 69,486 -375 -0.5%
Citadel Advisors
46
Citadel Advisors
Florida
$1.56M 66,343 -17,642 -21%
PFGIA
47
Patriot Financial Group Insurance Agency
Massachusetts
$1.52M 64,860 +1,486 +2%
FIM
48
Freedom Investment Management
Connecticut
$1.37M 58,568 -5,586 -9%
FP
49
Financial Perspectives
Minnesota
$1.34M 57,116 +2,310 +4%
HCA
50
Heck Capital Advisors
Wisconsin
$1.32M 56,482 +33,516 +146%