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Fidelity MSCI Energy Index ETF

217 hedge funds and large institutions have $401M invested in Fidelity MSCI Energy Index ETF in 2025 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 66 increasing their positions, 71 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 23

1% more funds holding

Funds holding: 214217 (+3)

0.98% less ownership

Funds ownership: 29.65%28.68% (-0.98%)

7% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 71

5% less capital invested

Capital invested by funds: $424M → $401M (-$22.6M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
217
Holders Change
+3
Holders Change %
+1.4%
% of All Funds
2.64%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
32
Increased
66
Reduced
71
Closed
23
Calls
$609K
Puts
Net Calls
+$609K
Net Calls Change
-$503K
Name Holding Trade Value Shares
Change
Change in
Stake
GGS
101
Galvin Gaustad & Stein
Arizona
$422K +$198 +8 +0%
SA
102
Strategic Advisors
New York
$419K -$6.39K -259 -2%
MCM
103
MAI Capital Management
Ohio
$417K +$282K +11,439 +212%
CAMG
104
CWA Asset Management Group
Florida
$410K
ACA
105
Atlas Capital Advisors
Wyoming
$396K +$395K +15,999 New
CPL
106
CAP Partners LLC
Tennessee
$390K -$3.56K -144 -0.9%
WMWM
107
Wilkins Miller Wealth Management
Alabama
$389K +$21.7K +879 +6%
FFA
108
Farther Finance Advisors
California
$388K +$37.7K +1,528 +11%
BCA
109
Bay Colony Advisors
Massachusetts
$383K +$20.2K +817 +6%
JE
110
Jacobs Equity
Utah
$374K +$373K +15,092 New
Carson Wealth (CWM LLC)
111
Carson Wealth (CWM LLC)
Nebraska
$357K -$21.8K -884 -6%
HI
112
Harbour Investments
Wisconsin
$353K +$16K +650 +5%
EWM
113
Elevation Wealth Management
Minnesota
$343K +$342K +13,854 New
FIM
114
Freedom Investment Management
Connecticut
$328K -$1.06K -43 -0.3%
CW
115
Cedarwood Wealth
Colorado
$321K +$290K +11,756 New
LWM
116
LJI Wealth Management
Indiana
$301K
TA
117
TrueWealth Advisors
Alabama
$299K -$7.33K -297 -2%
FT
118
Fiduciary Trust
Massachusetts
$297K
FOFP
119
Fee-Only Financial Planning
South Carolina
$293K
Point72 Asset Management
120
Point72 Asset Management
Connecticut
$292K +$292K +11,806 New
EWA
121
Exencial Wealth Advisors
Oklahoma
$291K
COCM
122
Charter Oak Capital Management
New Hampshire
$288K -$12.1K -489 -4%
MHR
123
Matthew Hamilton Rosenberg
$282K
Jane Street
124
Jane Street
New York
$277K -$2.85M -115,382 -91%
Truist Financial
125
Truist Financial
North Carolina
$264K -$235K -9,515 -47%