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Fidelity MSCI Energy Index ETF

256 hedge funds and large institutions have $775M invested in Fidelity MSCI Energy Index ETF in 2026 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 87 increasing their positions, 61 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
256
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.67M
Puts
Net Calls
Net Calls Change

Top Sellers

1 -$13.2M
2 -$4.94M
3 -$2.44M
4
UBS Group
UBS Group
Switzerland
-$2.24M
5
SR
Syntax Research
Florida
-$2.01M
Name Holding Trade Value Shares
Change
Change in
Stake
BFA
51
Beaumont Financial Advisors
Massachusetts
$2.07M
LA
52
Lynch & Associates
Indiana
$2.01M
NA
53
NewEdge Advisors
Louisiana
$2.01M
SS
54
Sunbelt Securities
Texas
$1.96M
FP
55
Financial Perspectives
Minnesota
$1.94M
Northern Trust
56
Northern Trust
Illinois
$1.91M
GS
57
GTS Securities
New York
$1.89M
PAS
58
Park Avenue Securities
New York
$1.8M
Kovitz Investment Group Partners
59
Kovitz Investment Group Partners
Illinois
$1.79M
BCG
60
Bravias Capital Group
New Jersey
$1.73M
SWA
61
Stratos Wealth Advisors
Ohio
$1.73M
BA
62
Bellwether Advisors
Nebraska
$1.72M
PCM
63
Prelude Capital Management
New York
$1.7M
SSWM
64
Smith Salley Wealth Management
North Carolina
$1.66M
GVAG
65
Great Valley Advisor Group
Delaware
$1.59M
DADC
66
D.A. Davidson & Co
Montana
$1.46M
GJIA
67
Glass Jacobson Investment Advisors
Maryland
$1.41M
PWM
68
Penobscot Wealth Management
Maine
$1.41M
MFG
69
Merit Financial Group
Georgia
$1.39M
RFG
70
RFP Financial Group
Georgia
$1.38M
AWA
71
Arkadios Wealth Advisors
Georgia
$1.35M
PCM
72
Parsons Capital Management
Rhode Island
$1.34M
SSWM
73
Sheets Smith Wealth Management
North Carolina
$1.32M
ASN
74
Advisory Services Network
Georgia
$1.27M
Renaissance Technologies
75
Renaissance Technologies
New York
$1.24M