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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
Mercer Global Advisors
51
Mercer Global Advisors
Colorado
$1.48M -$387K -15,664 -21%
LA
52
Lynch & Associates
Indiana
$1.46M +$40K +1,621 +3%
SS
53
Sunbelt Securities
Texas
$1.44M -$453K -18,347 -24%
FP
54
Financial Perspectives
Minnesota
$1.4M +$593 +24 +0%
HCA
55
Heck Capital Advisors
Wisconsin
$1.38M -$24.3K -985 -2%
Susquehanna International Group
56
Susquehanna International Group
Pennsylvania
$1.28M +$614K +24,872 +93%
SWA
57
Stratos Wealth Advisors
Ohio
$1.26M -$9.31K -377 -0.7%
TRCT
58
Tower Research Capital (TRC)
New York
$1.23M -$9.67M -391,789 -89%
AWA
59
Arkadios Wealth Advisors
Georgia
$1.22M -$16.4K -665 -1%
SSWM
60
Smith Salley Wealth Management
North Carolina
$1.19M -$3.19K -129 -0.3%
HT
61
Headlands Technologies
Illinois
$1.13M +$1.12M +45,436 New
EWM
62
EPG Wealth Management
Georgia
$1.12M -$16.6K -674 -1%
DADC
63
D.A. Davidson & Co
Montana
$1.05M +$34.3K +1,391 +3%
BCG
64
Bravias Capital Group
New Jersey
$1.01M +$160K +6,482 +19%
PCM
65
Parsons Capital Management
Rhode Island
$997K -$2.47K -100 -0.2%
GJIA
66
Glass Jacobson Investment Advisors
Maryland
$994K -$218K -8,824 -18%
SSWM
67
Sheets Smith Wealth Management
North Carolina
$971K -$22.8K -925 -2%
JP Morgan Chase
68
JP Morgan Chase
New York
$962K -$893K -36,148 -48%
PAS
69
Park Avenue Securities
New York
$938K +$33.9K +1,371 +4%
EWA
70
EP Wealth Advisors
California
$851K +$848K +34,344 New
Natixis Advisors
71
Natixis Advisors
Massachusetts
$823K +$173 +7 +0%
Citigroup
72
Citigroup
New York
$769K -$62.2K -2,518 -8%
KPWS
73
Kestra Private Wealth Services
Texas
$718K +$716K +28,981 New
VC
74
Vicus Capital
Pennsylvania
$713K -$60.7K -2,458 -8%
FFL
75
Financial Freedom LLC
Ohio
$703K +$5.26K +213 +0.8%