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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
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$3.41M +$45.7K +1,837 +1%
MMA
27
Miracle Mile Advisors
California
$3.25M +$222K +8,910 +8%
TRIA
28
Trail Ridge Investment Advisors
Colorado
$2.83M -$154K -6,179 -5%
Stifel Financial
29
Stifel Financial
Missouri
$2.76M -$488K -19,626 -15%
JCM
30
Jacobi Capital Management
Pennsylvania
$2.74M -$99K -3,980 -4%
YWM
31
Yoder Wealth Management
California
$2.68M +$73.6K +2,960 +3%
MA
32
Maxele Advisors
Missouri
$2.67M +$970 +39 +0%
Mariner
33
Mariner
Kansas
$2.62M -$398K -16,016 -14%
MWM
34
Maltin Wealth Management
New Jersey
$2.53M +$289K +11,606 +13%
AWM
35
AE Wealth Management
Kansas
$2.46M +$2.31M +92,758 +2,683%
WQ
36
Wealth Quarterback
New Jersey
$2.3M -$1.93M -77,591 -46%
Jane Street
37
Jane Street
New York
$2.15M +$1.39M +55,901 +197%
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$2.15M -$1.32M -52,964 -39%
Citadel Advisors
39
Citadel Advisors
Florida
$2.15M +$679K +27,305 +48%
SS
40
Sunbelt Securities
Texas
$2M -$720K -28,948 -27%
AFM
41
Aspetuck Financial Management
Connecticut
$1.78M +$4.85K +195 +0.3%
Renaissance Technologies
42
Renaissance Technologies
New York
$1.75M +$371K +14,900 +28%
FIM
43
Freedom Investment Management
Connecticut
$1.64M -$184K -7,395 -10%
PFGIA
44
Patriot Financial Group Insurance Agency
Massachusetts
$1.62M -$61.4K -2,467 -4%
JP Morgan Chase
45
JP Morgan Chase
New York
$1.62M -$117K -4,692 -7%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$1.6M +$226K +9,077 +17%
FP
47
Financial Perspectives
Minnesota
$1.4M +$597 +24 +0%
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$1.4M +$901K +36,247 +197%
QC
49
Quadrature Capital
United Kingdom
$1.39M -$669K -26,881 -33%
LA
50
Lynch & Associates
Indiana
$1.36M +$20.1K +809 +2%