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Fidelity MSCI Energy Index ETF

210 hedge funds and large institutions have $424M invested in Fidelity MSCI Energy Index ETF in 2025 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 65 increasing their positions, 71 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
210
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.11M
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$12.9M
2 +$10.9M
3 +$4.5M
4
Renaissance Technologies
Renaissance Technologies
New York
+$3.99M
5
Lido Advisors
Lido Advisors
California
+$3.75M
Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
101
Wealth Enhancement Advisory Services
Minnesota
$475K
SPC
102
Sigma Planning Corp
Michigan
$469K
CWP
103
Core Wealth Partners
California
$458K
Jones Financial Companies
104
Jones Financial Companies
Missouri
$443K
SA
105
Strategic Advisors
New York
$425K
GGS
106
Galvin Gaustad & Stein
Arizona
$421K
CAMG
107
CWA Asset Management Group
Florida
$409K
SM
108
Sweeney & Michel
California
$399K
CPL
109
CAP Partners LLC
Tennessee
$393K
BCI
110
Brinker Capital Investments
Pennsylvania
$386K
Carson Wealth (CWM LLC)
111
Carson Wealth (CWM LLC)
Nebraska
$378K
WMWM
112
Wilkins Miller Wealth Management
Alabama
$367K
BCA
113
Bay Colony Advisors
Massachusetts
$362K
FFA
114
Farther Finance Advisors
California
$350K
HI
115
Harbour Investments
Wisconsin
$337K
FIM
116
Freedom Investment Management
Connecticut
$328K
TA
117
TrueWealth Advisors
Alabama
$306K
LWM
118
LJI Wealth Management
Indiana
$301K
COCM
119
Charter Oak Capital Management
New Hampshire
$300K
FT
120
Fiduciary Trust
Massachusetts
$297K
FOFP
121
Fee-Only Financial Planning
South Carolina
$292K
EWA
122
Exencial Wealth Advisors
Oklahoma
$291K
MHR
123
Matthew Hamilton Rosenberg
$282K
CPA
124
Court Place Advisors
Maryland
$276K
SWP
125
Stratos Wealth Partners
Ohio
$269K