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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
BFA
101
Beaumont Financial Advisors
Massachusetts
$479K -$302K -12,140 -39%
CWP
102
Core Wealth Partners
California
$474K -$32K -1,285 -6%
AFA
103
AA Financial Advisors
Ohio
$469K +$21.4K +860 +5%
HI
104
Harbour Investments
Wisconsin
$462K -$5.89K -237 -1%
GGS
105
Galvin Gaustad & Stein
Arizona
$451K -$20.5K -824 -4%
TRCT
106
Tower Research Capital (TRC)
New York
$447K -$900K -36,177 -67%
FTUS
107
Flow Traders U.S.
New York
$439K +$427K +17,165 New
CPL
108
CAP Partners LLC
Tennessee
$422K -$24K -964 -6%
SPIA
109
Steward Partners Investment Advisory
New York
$415K -$9.5K -382 -2%
COCM
110
Charter Oak Capital Management
New Hampshire
$376K -$11.5K -461 -3%
BCA
111
Bay Colony Advisors
Massachusetts
$371K -$6.81K -274 -2%
LWM
112
LJI Wealth Management
Indiana
$370K -$25 -1 -0%
SF
113
Summit Financial
New Jersey
$341K -$746 -30 -0.2%
LA
114
Lifeworks Advisors
Michigan
$341K +$18.3K +737 +6%
HF
115
HRT Financial
New York
$334K -$101K -4,073 -24%
FFS
116
Fischer Financial Services
Pennsylvania
$332K +$75 +3 +0%
SM
117
Sweeney & Michel
California
$329K +$393K +15,808 New
TA
118
TrueWealth Advisors
Alabama
$325K
CSS
119
Cubist Systematic Strategies
Connecticut
$320K +$311K +12,525 New
SWP
120
Stratos Wealth Partners
Ohio
$318K -$20.3K -817 -6%
FT
121
Fiduciary Trust
Massachusetts
$307K
FOFP
122
Fee-Only Financial Planning
South Carolina
$302K
EWA
123
Exencial Wealth Advisors
Oklahoma
$301K
WMWM
124
Wilkins Miller Wealth Management
Alabama
$299K -$38.7K -1,558 -12%
CPA
125
Court Place Advisors
Maryland
$298K -$25K -1,005 -8%