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Fidelity MSCI Energy Index ETF

217 hedge funds and large institutions have $401M invested in Fidelity MSCI Energy Index ETF in 2025 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 66 increasing their positions, 71 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 23

1% more funds holding

Funds holding: 214217 (+3)

0.98% less ownership

Funds ownership: 29.65%28.68% (-0.98%)

7% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 71

5% less capital invested

Capital invested by funds: $424M → $401M (-$22.6M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
217
Holders Change
+3
Holders Change %
+1.4%
% of All Funds
2.64%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
32
Increased
66
Reduced
71
Closed
23
Calls
$609K
Puts
Net Calls
+$609K
Net Calls Change
-$503K
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
26
AE Wealth Management
Kansas
$3.37M +$411K +16,631 +14%
FPGK
27
Financial Partners Group (Kansas)
Kansas
$3.25M -$660K -26,722 -19%
NA
28
NewEdge Advisors
Louisiana
$3.16M -$820K -33,192 -21%
YWM
29
Yoder Wealth Management
California
$3.02M +$258K +10,443 +9%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$2.94M +$17.6K +712 +0.6%
SPIA
31
Steward Partners Investment Advisory
New York
$2.92M -$7.88K -319 -0.3%
MWM
32
Maltin Wealth Management
New Jersey
$2.76M +$81.6K +3,305 +3%
Stifel Financial
33
Stifel Financial
Missouri
$2.74M +$144K +5,823 +6%
TRIA
34
Trail Ridge Investment Advisors
Colorado
$2.7M +$105K +4,241 +4%
JCM
35
Jacobi Capital Management
Pennsylvania
$2.63M -$1.7K -69 -0.1%
Citadel Advisors
36
Citadel Advisors
Florida
$2.51M -$2.28M -92,272 -48%
Fidelity Investments
37
Fidelity Investments
Massachusetts
$2.29M +$130K +5,269 +6%
MA
38
Maxele Advisors
Missouri
$2.27M -$157K -6,364 -6%
WQ
39
Wealth Quarterback
New Jersey
$2.25M +$123K +4,967 +6%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$2.22M +$609K +24,665 +38%
SR
41
Syntax Research
Florida
$2.01M +$103K +4,164 +5%
SFG
42
SageGuard Financial Group
Tennessee
$1.75M +$1.74M +70,592 New
Raymond James Financial
43
Raymond James Financial
Florida
$1.75M -$133K -5,406 -7%
BFA
44
Beaumont Financial Advisors
Massachusetts
$1.73M -$9.38K -380 -0.5%
Bank of New York Mellon
45
Bank of New York Mellon
New York
$1.64M +$386K +15,626 +31%
Mariner
46
Mariner
Kansas
$1.57M +$35.3K +1,430 +2%
AFM
47
Aspetuck Financial Management
Connecticut
$1.56M -$127K -5,124 -8%
Tudor Investment Corp
48
Tudor Investment Corp
Connecticut
$1.55M +$1.02M +41,413 +196%
Northern Trust
49
Northern Trust
Illinois
$1.52M +$430K +17,414 +40%
ASN
50
Advisory Services Network
Georgia
$1.48M -$211K -8,537 -12%