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Fidelity MSCI Energy Index ETF

218 hedge funds and large institutions have $536M invested in Fidelity MSCI Energy Index ETF in 2025 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 67 increasing their positions, 80 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more capital invested

Capital invested by funds: $ → $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

1% less funds holding

Funds holding: 220218 (-2)

16% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 80

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
218
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
$703K
Puts
$3K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
126
Jones Financial Companies
Missouri
$291K
MHR
127
Matthew Hamilton Rosenberg
$291K
MWM
128
Meridian Wealth Management
Kentucky
$282K
WA
129
WealthTrust Axiom
Pennsylvania
$268K
AWM
130
Able Wealth Management
New Jersey
$261K
MWM
131
Mission Wealth Management
California
$246K
CFS
132
CRA Financial Services
New Jersey
$245K
IAG
133
Investmark Advisory Group
Connecticut
$244K
HWA
134
Heartwood Wealth Advisors
Virginia
$240K
EH
135
Equitable Holdings
New York
$240K
MML Investors Services
136
MML Investors Services
Massachusetts
$237K
Mercer Global Advisors
137
Mercer Global Advisors
Colorado
$237K
TSS
138
Two Sigma Securities
New York
$233K
TIA
139
Traphagen Investment Advisors
New Jersey
$227K
RA
140
RFG Advisory
Alabama
$219K
CAC
141
Certified Advisory Corp
Florida
$217K
PA
142
Parallel Advisors
California
$212K
DFG
143
Delta Financial Group
New Jersey
$212K
NWMG
144
National Wealth Management Group
Ohio
$209K
OPS
145
Orion Portfolio Solutions
Nebraska
$208K
BCI
146
Brinker Capital Investments
Pennsylvania
$208K
EFG
147
Elm3 Financial Group
Georgia
$200K
JGIA
148
Jackson Grant Investment Advisers
Connecticut
$161K
CA
149
Clearstead Advisors
Ohio
$146K
MCM
150
MAI Capital Management
Ohio
$138K