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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
SWA
51
Stratos Wealth Advisors
Ohio
$1.34M +$8.48K +341 +0.7%
Kovitz Investment Group Partners
52
Kovitz Investment Group Partners
Illinois
$1.32M -$2.5M -100,603 -66%
AAS
53
Avantax Advisory Services
Texas
$1.28M -$123K -4,940 -9%
Raymond James Financial
54
Raymond James Financial
Florida
$1.26M +$57.3K +2,305 +5%
SSWM
55
Smith Salley Wealth Management
North Carolina
$1.23M +$4.3K +173 +0.4%
GJIA
56
Glass Jacobson Investment Advisors
Maryland
$1.2M
EWM
57
EPG Wealth Management
Georgia
$1.2M +$49.8K +2,001 +4%
AWA
58
Arkadios Wealth Advisors
Georgia
$1.2M +$1.16M +46,831 New
DADC
59
D.A. Davidson & Co
Montana
$1.14M +$1.39K +56 +0.1%
Northern Trust
60
Northern Trust
Illinois
$1.12M
AWS
61
Atria Wealth Solutions
New York
$1.11M +$486K +19,528 +81%
SSWM
62
Sheets Smith Wealth Management
North Carolina
$1.05M -$93.5K -3,760 -8%
PCM
63
Parsons Capital Management
Rhode Island
$1.04M +$2.64K +106 +0.3%
FSC
64
Full Sail Capital
Oklahoma
$998K -$15.3K -616 -2%
VWM
65
VCI Wealth Management
Missouri
$933K +$513K +20,609 +130%
KPWS
66
Kestra Private Wealth Services
Texas
$906K -$818K -32,885 -48%
Natixis Advisors
67
Natixis Advisors
Massachusetts
$856K +$373 +15 +0%
Citigroup
68
Citigroup
New York
$838K -$277K -11,158 -25%
CWM
69
Congress Wealth Management
Massachusetts
$835K +$433K +17,424 +114%
RF
70
Roxbury Financial
New Jersey
$812K -$29K -1,168 -3%
CCFM
71
Clear Creek Financial Management
Washington
$804K -$721 -29 -0.1%
IAN
72
Integrated Advisors Network
Texas
$793K -$407K -16,377 -35%
VC
73
Vicus Capital
Pennsylvania
$788K +$13K +522 +2%
AAS
74
Ameritas Advisory Services
Nebraska
$779K -$31.3K -1,260 -4%
Creative Planning
75
Creative Planning
Kansas
$777K +$31.5K +1,265 +4%