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Fidelity MSCI Energy Index ETF

199 hedge funds and large institutions have $399M invested in Fidelity MSCI Energy Index ETF in 2025 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 66 increasing their positions, 71 reducing their positions, and 34 closing their positions.

Holders
199
Holders Change
-19
Holders Change %
-8.72%
% of All Funds
2.67%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
66
Reduced
71
Closed
34
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CFS
126
CRA Financial Services
New Jersey
$222K 9,450 -125 -1%
IAG
127
Investmark Advisory Group
Connecticut
$221K 9,435 -97 -1%
HWA
128
Heartwood Wealth Advisors
Virginia
$221K 9,409
BJL
129
Brighton Jones LLC
Washington
$215K 9,158 +9,158 New
EH
130
Equitable Holdings
New York
$212K 9,049 -357 -4%
MML Investors Services
131
MML Investors Services
Massachusetts
$211K 8,987 -270 -3%
TIA
132
Traphagen Investment Advisors
New Jersey
$209K 8,933 +39 +0.4%
IW
133
Instrumental Wealth
Florida
$209K 8,700 +8,700 New
LWM
134
LongView Wealth Management
Georgia
$206K 8,771 +8,771 New
BCM
135
Brookstone Capital Management
Illinois
$204K 8,707 -2,832 -25%
CAPTRUST Financial Advisors
136
CAPTRUST Financial Advisors
North Carolina
$202K 8,634 +8,634 New
BWM
137
BCS Wealth Management
Tennessee
$202K 8,603 +8,603 New
CFB
138
Cullen/Frost Bankers
Texas
$193K 8,226 +7,411 +909%
FFA
139
Farther Finance Advisors
California
$160K 6,831 +6,800 +21,935%
JGIA
140
Jackson Grant Investment Advisers
Connecticut
$148K 6,291
CA
141
Clearstead Advisors
Ohio
$134K 5,715
OSAM
142
O'Shaughnessy Asset Management
Connecticut
$131K 5,579 +4,221 +311%
MCM
143
MAI Capital Management
Ohio
$127K 5,397
Qube Research & Technologies (QRT)
144
Qube Research & Technologies (QRT)
United Kingdom
$122K 5,219 +5,108 +4,602%
CFD
145
Creative Financial Designs
Indiana
$113K 4,838 +3 +0.1%
LI
146
LRI Investments
Florida
$106K 4,536
AWM
147
Accredited Wealth Management
Kentucky
$78.4K 3,341 +411 +14%
NS
148
NBC Securities
Alabama
$69K 2,972 -2,221 -43%
IA
149
IFP Advisors
Florida
$66.2K 2,822 -1,691 -37%
LFG
150
Larson Financial Group
Missouri
$49.4K 2,105 +6 +0.3%