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Fidelity MSCI Energy Index ETF

220 hedge funds and large institutions have $539M invested in Fidelity MSCI Energy Index ETF in 2025 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 68 increasing their positions, 80 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

23,333% more call options, than puts

Call options by funds: $703K | Put options by funds: $3K

6% more capital invested

Capital invested by funds: $510M → $539M (+$28.8M)

4% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 28

0.01% more ownership

Funds ownership: 34.45%34.46% (+0.01%)

1% less funds holding

Funds holding: 222220 (-2)

15% less repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 80

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
220
Holders Change
-2
Holders Change %
-0.9%
% of All Funds
2.95%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
29
Increased
68
Reduced
80
Closed
28
Calls
$703K
Puts
$3K
Net Calls
+$700K
Net Calls Change
-$215K
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
126
Brookstone Capital Management
Illinois
$295K -$41.7K -1,675 -13%
Jones Financial Companies
127
Jones Financial Companies
Missouri
$291K +$45.1K +1,814 +19%
MHR
128
Matthew Hamilton Rosenberg
$291K
MWM
129
Meridian Wealth Management
Kentucky
$282K +$13.9K +559 +5%
WA
130
WealthTrust Axiom
Pennsylvania
$268K +$7.46K +300 +3%
AWM
131
Able Wealth Management
New Jersey
$261K -$103K -4,135 -29%
MWM
132
Mission Wealth Management
California
$246K -$3.73K -150 -2%
CFS
133
CRA Financial Services
New Jersey
$245K +$3.11K +125 +1%
IAG
134
Investmark Advisory Group
Connecticut
$244K -$13.7K -550 -5%
HWA
135
Heartwood Wealth Advisors
Virginia
$240K -$32.7K -1,314 -12%
EH
136
Equitable Holdings
New York
$240K -$67.4K -2,710 -22%
MML Investors Services
137
MML Investors Services
Massachusetts
$237K -$68.7K -2,762 -23%
Mercer Global Advisors
138
Mercer Global Advisors
Colorado
$237K +$231K +9,271 New
TSS
139
Two Sigma Securities
New York
$233K -$168K -6,752 -43%
TIA
140
Traphagen Investment Advisors
New Jersey
$227K +$1.44K +58 +0.7%
RA
141
RFG Advisory
Alabama
$219K -$204K -8,204 -49%
CAC
142
Certified Advisory Corp
Florida
$217K +$211K +8,504 New
PA
143
Parallel Advisors
California
$212K -$199K -8,000 -49%
DFG
144
Delta Financial Group
New Jersey
$212K +$207K +8,325 New
NWMG
145
National Wealth Management Group
Ohio
$209K +$203K +8,167 New
BCI
146
Brinker Capital Investments
Pennsylvania
$208K +$203K +8,144 New
OPS
147
Orion Portfolio Solutions
Nebraska
$208K +$203K +8,144 New
EFG
148
Elm3 Financial Group
Georgia
$200K +$195K +7,846 New
JGIA
149
Jackson Grant Investment Advisers
Connecticut
$161K
CA
150
Clearstead Advisors
Ohio
$146K