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Fidelity MSCI Energy Index ETF

217 hedge funds and large institutions have $401M invested in Fidelity MSCI Energy Index ETF in 2025 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 66 increasing their positions, 71 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 23

1% more funds holding

Funds holding: 214217 (+3)

0.98% less ownership

Funds ownership: 29.65%28.68% (-0.98%)

7% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 71

5% less capital invested

Capital invested by funds: $424M → $401M (-$22.6M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
217
Holders Change
+3
Holders Change %
+1.4%
% of All Funds
2.64%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
32
Increased
66
Reduced
71
Closed
23
Calls
$609K
Puts
Net Calls
+$609K
Net Calls Change
-$503K
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
126
Meridian Wealth Management
Kentucky
$263K +$99 +4 +0%
WA
127
WealthTrust Axiom
Pennsylvania
$256K -$3.7K -150 -1%
FIA
128
Foundations Investment Advisors
Arizona
$256K +$14.1K +571 +6%
MA
129
Mutual Advisors
Nebraska
$253K -$3.85K -156 -2%
IW
130
Instrumental Wealth
Florida
$243K +$197K +7,981 New
MWM
131
Mission Wealth Management
California
$243K +$1.41K +57 +0.6%
LA
132
Lifeworks Advisors
Michigan
$241K -$4.59K -186 -2%
LWM
133
LongView Wealth Management
Georgia
$237K +$10.9K +442 +5%
EH
134
Equitable Holdings
New York
$234K +$233K +9,429 New
HWA
135
Heartwood Wealth Advisors
Virginia
$233K
CFS
136
CRA Financial Services
New Jersey
$231K -$3.09K -125 -1%
IAG
137
Investmark Advisory Group
Connecticut
$222K +$914 +37 +0.4%
TIA
138
Traphagen Investment Advisors
New Jersey
$222K +$815 +33 +0.4%
SA
139
Sanctuary Advisors
Indiana
$219K -$29.2K -1,183 -12%
SWP
140
Stratos Wealth Partners
Ohio
$216K -$52.9K -2,143 -20%
FFS
141
Fischer Financial Services
Pennsylvania
$214K -$52.2K -2,114 -20%
VWM
142
VCI Wealth Management
Missouri
$208K -$736K -29,810 -78%
TFA
143
Transamerica Financial Advisors
Florida
$163K +$71.8K +2,907 +79%
JGIA
144
Jackson Grant Investment Advisers
Connecticut
$156K
CA
145
Clearstead Advisors
Ohio
$142K
CI
146
CX Institutional
Indiana
$125K +$124K +5,003 +13,166%
CFD
147
Creative Financial Designs
Indiana
$117K +$74 +3 +0.1%
OSAM
148
O'Shaughnessy Asset Management
Connecticut
$113K -$25.3K -1,023 -18%
LI
149
LRI Investments
Florida
$112K
MA
150
MCF Advisors
Kentucky
$105K +$105K +4,242 New