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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
SCA
76
Snowden Capital Advisors
New York
$772K -$27.6K -1,109 -4%
Truist Financial
77
Truist Financial
North Carolina
$766K +$28.8K +1,160 +4%
IC
78
Inscription Capital
Texas
$762K +$733K +29,473 New
EWA
79
EP Wealth Advisors
California
$755K -$4.88K -196 -0.7%
USCWA
80
U.S. Capital Wealth Advisors
Texas
$753K +$733K +29,473 New
BCG
81
Bravias Capital Group
New Jersey
$748K -$24.4K -983 -3%
CIA
82
Capital Investment Advisors
Georgia
$723K -$15.9K -639 -2%
YIH
83
Y-Intercept (HK)
Hong Kong
$718K +$699K +28,107 New
FFL
84
Financial Freedom LLC
Ohio
$708K +$5.07K +204 +0.7%
BOM
85
Bank of Marin
California
$702K -$42.1K -1,692 -6%
PWA
86
Prairie Wealth Advisors
Nebraska
$689K -$20.3K -815 -3%
GS
87
GWN Securities
Florida
$675K +$714K +28,693 New
ANBT
88
American National Bank & Trust
Texas
$675K +$269K +10,802 +69%
KPWM
89
KDK Private Wealth Management
Texas
$663K -$2.81K -113 -0.4%
ACA
90
Atlas Capital Advisors
Wyoming
$628K +$201K +8,097 +49%
Carson Wealth (CWM LLC)
91
Carson Wealth (CWM LLC)
Nebraska
$610K +$322K +12,928 +118%
PS
92
Principal Securities
Iowa
$606K +$423 +17 +0.1%
Pathstone Holdings
93
Pathstone Holdings
New Jersey
$600K +$49.3K +1,984 +9%
VA
94
Valmark Advisers
Ohio
$588K -$28.3K -1,136 -5%
HCA
95
Heck Capital Advisors
Wisconsin
$587K -$1.31M -52,740 -70%
VWA
96
Visionary Wealth Advisors
Illinois
$560K +$1.72K +69 +0.3%
SA
97
Strategic Advisors
New York
$513K -$14.5K -584 -3%
Wealth Enhancement Advisory Services
98
Wealth Enhancement Advisory Services
Minnesota
$504K +$122K +4,907 +33%
SPC
99
Sigma Planning Corp
Michigan
$502K -$144K -5,801 -23%
CP
100
Castleview Partners
Texas
$485K +$287K +11,558 +155%