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Fidelity MSCI Energy Index ETF

218 hedge funds and large institutions have $536M invested in Fidelity MSCI Energy Index ETF in 2025 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 67 increasing their positions, 80 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more capital invested

Capital invested by funds: $ → $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

1% less funds holding

Funds holding: 220218 (-2)

16% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 80

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
218
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$703K
Puts
$3K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$3.41M
MMA
27
Miracle Mile Advisors
California
$3.25M
TRIA
28
Trail Ridge Investment Advisors
Colorado
$2.83M
Stifel Financial
29
Stifel Financial
Missouri
$2.76M
JCM
30
Jacobi Capital Management
Pennsylvania
$2.74M
YWM
31
Yoder Wealth Management
California
$2.68M
Mariner
32
Mariner
Kansas
$2.62M
MWM
33
Maltin Wealth Management
New Jersey
$2.53M
AWM
34
AE Wealth Management
Kansas
$2.46M
WQ
35
Wealth Quarterback
New Jersey
$2.3M
Jane Street
36
Jane Street
New York
$2.15M
Cetera Investment Advisers
37
Cetera Investment Advisers
Illinois
$2.15M
Citadel Advisors
38
Citadel Advisors
Florida
$2.15M
SS
39
Sunbelt Securities
Texas
$2M
AFM
40
Aspetuck Financial Management
Connecticut
$1.78M
Renaissance Technologies
41
Renaissance Technologies
New York
$1.75M
FIM
42
Freedom Investment Management
Connecticut
$1.64M
PFGIA
43
Patriot Financial Group Insurance Agency
Massachusetts
$1.62M
JPMorgan Chase & Co
44
JPMorgan Chase & Co
New York
$1.62M
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$1.6M
FP
46
Financial Perspectives
Minnesota
$1.4M
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
$1.4M
QC
48
Quadrature Capital
United Kingdom
$1.39M
LA
49
Lynch & Associates
Indiana
$1.36M
SWA
50
Stratos Wealth Advisors
Ohio
$1.34M