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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
USCWA
76
U.S. Capital Wealth Advisors
Texas
$686K
HF
77
HRT Financial
New York
$685K -$42.1K -1,706 -6%
OFS
78
OneAscent Financial Services
Alabama
$680K -$5.75K -233 -0.8%
TSS
79
Two Sigma Securities
New York
$666K +$105K +4,243 +19%
Wealth Enhancement Advisory Services
80
Wealth Enhancement Advisory Services
Minnesota
$661K +$174K +7,066 +37%
BOM
81
Bank of Marin
California
$650K +$296 +12 +0%
SCA
82
Snowden Capital Advisors
New York
$641K +$11K +447 +2%
CIA
83
Capital Investment Advisors
Georgia
$630K +$10.5K +427 +2%
Creative Planning
84
Creative Planning
Kansas
$615K -$118K -4,762 -16%
KPWM
85
KDK Private Wealth Management
Texas
$596K -$12.8K -517 -2%
PS
86
Principal Securities
Iowa
$595K -$49 -2 -0%
VA
87
Valmark Advisers
Ohio
$586K -$2.47K -100 -0.4%
SF
88
Summit Financial
New Jersey
$576K -$1.43M -57,741 -71%
FTUS
89
Flow Traders U.S.
New York
$570K +$568K +23,004 New
ANBT
90
American National Bank & Trust
Texas
$568K -$5.21K -211 -0.9%
SM
91
Sweeney & Michel
California
$555K +$34.2K +1,384 +8%
RF
92
Roxbury Financial
New Jersey
$535K -$54.5K -2,207 -9%
CP
93
Castleview Partners
Texas
$528K -$24.7K -1,001 -4%
AFA
94
AA Financial Advisors
Ohio
$523K +$15.7K +637 +3%
RSWM
95
Robertson Stephens Wealth Management
California
$494K +$493K +19,959 New
CWP
96
Core Wealth Partners
California
$459K
Jones Financial Companies
97
Jones Financial Companies
Missouri
$454K +$23.4K +948 +5%
PWA
98
Prairie Wealth Advisors
Nebraska
$454K -$486K -19,700 Closed
SPC
99
Sigma Planning Corp
Michigan
$448K -$22K -890 -5%
BWM
100
BCS Wealth Management
Tennessee
$426K +$212K +8,603 +100%