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Fidelity MSCI Energy Index ETF

203 hedge funds and large institutions have $403M invested in Fidelity MSCI Energy Index ETF in 2025 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 67 increasing their positions, 73 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
203
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
$793K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GGS
101
Galvin Gaustad & Stein
Arizona
$399K
CAMG
102
CWA Asset Management Group
Florida
$386K
CPL
103
CAP Partners LLC
Tennessee
$375K
LA
104
Lifeworks Advisors
Michigan
$372K
SM
105
Sweeney & Michel
California
$365K
BCA
106
Bay Colony Advisors
Massachusetts
$344K
Susquehanna International Group
107
Susquehanna International Group
Pennsylvania
$332K
COCM
108
Charter Oak Capital Management
New Hampshire
$327K
LWM
109
LJI Wealth Management
Indiana
$323K
HI
110
Harbour Investments
Wisconsin
$305K
SF
111
Summit Financial
New Jersey
$298K
TA
112
TrueWealth Advisors
Alabama
$294K
FT
113
Fiduciary Trust
Massachusetts
$282K
SWP
114
Stratos Wealth Partners
Ohio
$281K
FFS
115
Fischer Financial Services
Pennsylvania
$279K
Goldman Sachs
116
Goldman Sachs
New York
$278K
FOFP
117
Fee-Only Financial Planning
South Carolina
$277K
WMWM
118
Wilkins Miller Wealth Management
Alabama
$277K
EWA
119
Exencial Wealth Advisors
Oklahoma
$276K
ACA
120
Atlas Capital Advisors
Wyoming
$271K
MHR
121
Matthew Hamilton Rosenberg
$267K
CPA
122
Court Place Advisors
Maryland
$261K
MWM
123
Meridian Wealth Management
Kentucky
$258K
PWA
124
Primoris Wealth Advisors
Florida
$246K
WA
125
WealthTrust Axiom
Pennsylvania
$246K