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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
Kovitz Investment Group Partners
51
Kovitz Investment Group Partners
Illinois
$1.32M
AAS
52
Avantax Advisory Services
Texas
$1.28M
Raymond James Financial
53
Raymond James Financial
Florida
$1.26M
SSWM
54
Smith Salley Wealth Management
North Carolina
$1.23M
GJIA
55
Glass Jacobson Investment Advisors
Maryland
$1.2M
EWM
56
EPG Wealth Management
Georgia
$1.2M
AWA
57
Arkadios Wealth Advisors
Georgia
$1.2M
DADC
58
D.A. Davidson & Co
Montana
$1.14M
Northern Trust
59
Northern Trust
Illinois
$1.12M
AWS
60
Atria Wealth Solutions
New York
$1.11M
SSWM
61
Sheets Smith Wealth Management
North Carolina
$1.05M
PCM
62
Parsons Capital Management
Rhode Island
$1.04M
FSC
63
Full Sail Capital
Oklahoma
$998K
VWM
64
VCI Wealth Management
Missouri
$933K
KPWS
65
Kestra Private Wealth Services
Texas
$906K
Natixis Advisors
66
Natixis Advisors
Massachusetts
$856K
Citigroup
67
Citigroup
New York
$838K
CWM
68
Congress Wealth Management
Massachusetts
$835K
RF
69
Roxbury Financial
New Jersey
$812K
CCFM
70
Clear Creek Financial Management
Washington
$804K
IAN
71
Integrated Advisors Network
Texas
$793K
VC
72
Vicus Capital
Pennsylvania
$788K
AAS
73
Ameritas Advisory Services
Nebraska
$779K
Creative Planning
74
Creative Planning
Kansas
$777K
SCA
75
Snowden Capital Advisors
New York
$772K