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Fidelity MSCI Energy Index ETF

199 hedge funds and large institutions have $399M invested in Fidelity MSCI Energy Index ETF in 2025 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 66 increasing their positions, 71 reducing their positions, and 34 closing their positions.

Holders
199
Holders Change
-19
Holders Change %
-8.72%
% of All Funds
2.67%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
66
Reduced
71
Closed
34
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Truist Financial
76
Truist Financial
North Carolina
$681K 28,991 -986 -3%
FFL
77
Financial Freedom LLC
Ohio
$656K 27,958 +250 +0.9%
USCWA
78
U.S. Capital Wealth Advisors
Texas
$638K 27,223 -2,250 -8%
ANBT
79
American National Bank & Trust
Texas
$636K 27,115 +693 +3%
CIA
80
Capital Investment Advisors
Georgia
$631K 26,898 -1,385 -5%
PWA
81
Prairie Wealth Advisors
Nebraska
$626K 26,685 -275 -1%
BOM
82
Bank of Marin
California
$625K 26,653 -834 -3%
SCA
83
Snowden Capital Advisors
New York
$613K 26,151 -4,049 -13%
KPWM
84
KDK Private Wealth Management
Texas
$592K 25,237 -693 -3%
RF
85
Roxbury Financial
New Jersey
$577K 24,607 -7,954 -24%
OFS
86
OneAscent Financial Services
Alabama
$557K 23,737 +23,737 New
Wealth Enhancement Advisory Services
87
Wealth Enhancement Advisory Services
Minnesota
$556K 23,137 +3,424 +17%
PS
88
Principal Securities
Iowa
$551K 23,483 -1,922 -8%
VA
89
Valmark Advisers
Ohio
$550K 23,440 +420 +2%
Carson Wealth (CWM LLC)
90
Carson Wealth (CWM LLC)
Nebraska
$549K 23,399 -460 -2%
AAS
91
Ameritas Advisory Services
Nebraska
$497K 21,178 -9,910 -32%
CP
92
Castleview Partners
Texas
$482K 20,537 +1,538 +8%
SC
93
Soundwatch Capital
Connecticut
$476K 482,182 +482,182 New
SA
94
Strategic Advisors
New York
$465K 19,832 -261 -1%
AFA
95
AA Financial Advisors
Ohio
$448K 19,118 +779 +4%
SPC
96
Sigma Planning Corp
Michigan
$448K 19,086 -558 -3%
CWP
97
Core Wealth Partners
California
$435K 18,547
BFA
98
Beaumont Financial Advisors
Massachusetts
$412K 17,577 -1,155 -6%
Jones Financial Companies
99
Jones Financial Companies
Missouri
$407K 17,269 +5,746 +50%
GGS
100
Galvin Gaustad & Stein
Arizona
$399K 17,033 -622 -4%