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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
Royal Bank of Canada
51
Royal Bank of Canada
Ontario, Canada
$1.3M
TI
52
Tidal Investments
Wisconsin
$1.28M
LA
53
Lynch & Associates
Indiana
$1.28M
ASN
54
Advisory Services Network
Georgia
$1.26M
GJIA
55
Glass Jacobson Investment Advisors
Maryland
$1.17M
SWA
56
Stratos Wealth Advisors
Ohio
$1.16M
AWA
57
Arkadios Wealth Advisors
Georgia
$1.16M
FSC
58
Full Sail Capital
Oklahoma
$1.14M
SSWM
59
Smith Salley Wealth Management
North Carolina
$1.14M
Raymond James Financial
60
Raymond James Financial
Florida
$1.08M
EWM
61
EPG Wealth Management
Georgia
$1.07M
Northern Trust
62
Northern Trust
Illinois
$1.03M
SSWM
63
Sheets Smith Wealth Management
North Carolina
$961K
PCM
64
Parsons Capital Management
Rhode Island
$956K
VWM
65
VCI Wealth Management
Missouri
$955K
DADC
66
D.A. Davidson & Co
Montana
$952K
Kovitz Investment Group Partners
67
Kovitz Investment Group Partners
Illinois
$948K
CWM
68
Congress Wealth Management
Massachusetts
$939K
AWS
69
Atria Wealth Solutions
New York
$880K
Natixis Advisors
70
Natixis Advisors
Massachusetts
$787K
BCG
71
Bravias Capital Group
New Jersey
$751K
Citigroup
72
Citigroup
New York
$742K
VC
73
Vicus Capital
Pennsylvania
$728K
Creative Planning
74
Creative Planning
Kansas
$720K
EWA
75
EP Wealth Advisors
California
$694K