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Fidelity MSCI Energy Index ETF

202 hedge funds and large institutions have $399M 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, 72 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
202
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
CAMG
101
CWA Asset Management Group
Florida
$386K
CPL
102
CAP Partners LLC
Tennessee
$375K
LA
103
Lifeworks Advisors
Michigan
$372K
SM
104
Sweeney & Michel
California
$365K
BCA
105
Bay Colony Advisors
Massachusetts
$344K
Susquehanna International Group
106
Susquehanna International Group
Pennsylvania
$332K
COCM
107
Charter Oak Capital Management
New Hampshire
$327K
LWM
108
LJI Wealth Management
Indiana
$323K
HI
109
Harbour Investments
Wisconsin
$305K
SF
110
Summit Financial
New Jersey
$298K
TA
111
TrueWealth Advisors
Alabama
$294K
FT
112
Fiduciary Trust
Massachusetts
$282K
SWP
113
Stratos Wealth Partners
Ohio
$281K
FFS
114
Fischer Financial Services
Pennsylvania
$279K
Goldman Sachs
115
Goldman Sachs
New York
$278K
FOFP
116
Fee-Only Financial Planning
South Carolina
$277K
WMWM
117
Wilkins Miller Wealth Management
Alabama
$277K
EWA
118
Exencial Wealth Advisors
Oklahoma
$276K
ACA
119
Atlas Capital Advisors
Wyoming
$271K
MHR
120
Matthew Hamilton Rosenberg
$267K
CPA
121
Court Place Advisors
Maryland
$261K
MWM
122
Meridian Wealth Management
Kentucky
$258K
PWA
123
Primoris Wealth Advisors
Florida
$246K
WA
124
WealthTrust Axiom
Pennsylvania
$246K
FIA
125
Foundations Investment Advisors
Arizona
$241K