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Fidelity MSCI Energy Index ETF

203 hedge funds and large institutions have $403M 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, 73 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
203
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
FIA
126
Foundations Investment Advisors
Arizona
$241K
MWM
127
Mission Wealth Management
California
$228K
CFS
128
CRA Financial Services
New Jersey
$222K
IAG
129
Investmark Advisory Group
Connecticut
$221K
HWA
130
Heartwood Wealth Advisors
Virginia
$221K
BJL
131
Brighton Jones LLC
Washington
$215K
EH
132
Equitable Holdings
New York
$212K
MML Investors Services
133
MML Investors Services
Massachusetts
$211K
TIA
134
Traphagen Investment Advisors
New Jersey
$209K
IW
135
Instrumental Wealth
Florida
$209K
LWM
136
LongView Wealth Management
Georgia
$206K
BCM
137
Brookstone Capital Management
Illinois
$204K
CAPTRUST Financial Advisors
138
CAPTRUST Financial Advisors
North Carolina
$202K
BWM
139
BCS Wealth Management
Tennessee
$202K
CFB
140
Cullen/Frost Bankers
Texas
$193K
FFA
141
Farther Finance Advisors
California
$160K
JGIA
142
Jackson Grant Investment Advisers
Connecticut
$148K
CA
143
Clearstead Advisors
Ohio
$134K
OSAM
144
O'Shaughnessy Asset Management
Connecticut
$131K
MCM
145
MAI Capital Management
Ohio
$127K
Qube Research & Technologies (QRT)
146
Qube Research & Technologies (QRT)
United Kingdom
$122K
CFD
147
Creative Financial Designs
Indiana
$113K
LI
148
LRI Investments
Florida
$106K
AWM
149
Accredited Wealth Management
Kentucky
$78.4K
NS
150
NBC Securities
Alabama
$69K