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Fidelity MSCI Energy Index ETF

202 hedge funds and large institutions have $399M invested in Fidelity MSCI Energy Index ETF in 2025 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 67 increasing their positions, 72 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
202
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
$793K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NA
26
NewEdge Advisors
Louisiana
$3.7M
AAS
27
Avantax Advisory Services
Texas
$3.54M
MMA
28
Miracle Mile Advisors
California
$3.3M
Bank of New York Mellon
29
Bank of New York Mellon
New York
$3.17M
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$2.98M
SS
31
Sunbelt Securities
Texas
$2.56M
SPIA
32
Steward Partners Investment Advisory
New York
$2.56M
JCM
33
Jacobi Capital Management
Pennsylvania
$2.54M
YWM
34
Yoder Wealth Management
California
$2.53M
AWM
35
AE Wealth Management
Kansas
$2.53M
TRIA
36
Trail Ridge Investment Advisors
Colorado
$2.52M
MWM
37
Maltin Wealth Management
New Jersey
$2.47M
Stifel Financial
38
Stifel Financial
Missouri
$2.46M
PAS
39
Park Avenue Securities
New York
$2.41M
WQ
40
Wealth Quarterback
New Jersey
$1.89M
Mariner
41
Mariner
Kansas
$1.87M
UBS Group
42
UBS Group
Switzerland
$1.76M
Fidelity Investments
43
Fidelity Investments
Massachusetts
$1.74M
JPMorgan Chase & Co
44
JPMorgan Chase & Co
New York
$1.73M
AFM
45
Aspetuck Financial Management
Connecticut
$1.63M
Citadel Advisors
46
Citadel Advisors
Florida
$1.56M
PFGIA
47
Patriot Financial Group Insurance Agency
Massachusetts
$1.52M
FIM
48
Freedom Investment Management
Connecticut
$1.37M
FP
49
Financial Perspectives
Minnesota
$1.34M
HCA
50
Heck Capital Advisors
Wisconsin
$1.32M