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Fidelity MSCI Energy Index ETF

202 hedge funds and large institutions have $399M 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, 72 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
202
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
MWM
126
Mission Wealth Management
California
$228K
CFS
127
CRA Financial Services
New Jersey
$222K
IAG
128
Investmark Advisory Group
Connecticut
$221K
HWA
129
Heartwood Wealth Advisors
Virginia
$221K
BJL
130
Brighton Jones LLC
Washington
$215K
EH
131
Equitable Holdings
New York
$212K
MML Investors Services
132
MML Investors Services
Massachusetts
$211K
TIA
133
Traphagen Investment Advisors
New Jersey
$209K
IW
134
Instrumental Wealth
Florida
$209K
LWM
135
LongView Wealth Management
Georgia
$206K
BCM
136
Brookstone Capital Management
Illinois
$204K
CAPTRUST Financial Advisors
137
CAPTRUST Financial Advisors
North Carolina
$202K
BWM
138
BCS Wealth Management
Tennessee
$202K
CFB
139
Cullen/Frost Bankers
Texas
$193K
FFA
140
Farther Finance Advisors
California
$160K
JGIA
141
Jackson Grant Investment Advisers
Connecticut
$148K
CA
142
Clearstead Advisors
Ohio
$134K
OSAM
143
O'Shaughnessy Asset Management
Connecticut
$131K
MCM
144
MAI Capital Management
Ohio
$127K
Qube Research & Technologies (QRT)
145
Qube Research & Technologies (QRT)
United Kingdom
$122K
CFD
146
Creative Financial Designs
Indiana
$113K
LI
147
LRI Investments
Florida
$106K
AWM
148
Accredited Wealth Management
Kentucky
$78.4K
NS
149
NBC Securities
Alabama
$69K
IA
150
IFP Advisors
Florida
$66.2K