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Fidelity MSCI Energy Index ETF

218 hedge funds and large institutions have $536M invested in Fidelity MSCI Energy Index ETF in 2025 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 67 increasing their positions, 80 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more capital invested

Capital invested by funds: $ → $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

1% less funds holding

Funds holding: 220218 (-2)

16% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 80

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
218
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$703K
Puts
$3K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWP
101
Core Wealth Partners
California
$474K
AFA
102
AA Financial Advisors
Ohio
$469K
HI
103
Harbour Investments
Wisconsin
$462K
GGS
104
Galvin Gaustad & Stein
Arizona
$451K
TRCT
105
Tower Research Capital (TRC)
New York
$447K
FTUS
106
Flow Traders U.S.
New York
$439K
CPL
107
CAP Partners LLC
Tennessee
$422K
SPIA
108
Steward Partners Investment Advisory
New York
$415K
COCM
109
Charter Oak Capital Management
New Hampshire
$376K
BCA
110
Bay Colony Advisors
Massachusetts
$371K
LWM
111
LJI Wealth Management
Indiana
$370K
SF
112
Summit Financial
New Jersey
$341K
LA
113
Lifeworks Advisors
Michigan
$341K
HF
114
HRT Financial
New York
$334K
FFS
115
Fischer Financial Services
Pennsylvania
$332K
SM
116
Sweeney & Michel
California
$329K
TA
117
TrueWealth Advisors
Alabama
$325K
CSS
118
Cubist Systematic Strategies
Connecticut
$320K
SWP
119
Stratos Wealth Partners
Ohio
$318K
FT
120
Fiduciary Trust
Massachusetts
$307K
FOFP
121
Fee-Only Financial Planning
South Carolina
$302K
EWA
122
Exencial Wealth Advisors
Oklahoma
$301K
WMWM
123
Wilkins Miller Wealth Management
Alabama
$299K
CPA
124
Court Place Advisors
Maryland
$298K
BCM
125
Brookstone Capital Management
Illinois
$295K