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Fidelity MSCI Energy Index ETF

213 hedge funds and large institutions have $424M invested in Fidelity MSCI Energy Index ETF in 2025 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 66 increasing their positions, 73 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
213
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.11M
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$12.9M
2 +$10.9M
3 +$4.5M
4
Renaissance Technologies
Renaissance Technologies
New York
+$3.99M
5
Lido Advisors
Lido Advisors
California
+$3.75M
Name Holding Trade Value Shares
Change
Change in
Stake
FFS
126
Fischer Financial Services
Pennsylvania
$266K
MWM
127
Meridian Wealth Management
Kentucky
$262K
WA
128
WealthTrust Axiom
Pennsylvania
$260K
MA
129
Mutual Advisors
Nebraska
$256K
SA
130
Sanctuary Advisors
Indiana
$248K
LA
131
Lifeworks Advisors
Michigan
$245K
FIA
132
Foundations Investment Advisors
Arizona
$241K
MWM
133
Mission Wealth Management
California
$241K
CFS
134
CRA Financial Services
New Jersey
$234K
HWA
135
Heartwood Wealth Advisors
Virginia
$233K
GWP
136
Gateway Wealth Partners
Wisconsin
$231K
PWA
137
Primoris Wealth Advisors
Florida
$229K
BJL
138
Brighton Jones LLC
Washington
$226K
AAS
139
Ameritas Advisory Services
Nebraska
$225K
IAG
140
Investmark Advisory Group
Connecticut
$221K
TIA
141
Traphagen Investment Advisors
New Jersey
$220K
LWM
142
LongView Wealth Management
Georgia
$218K
SSW
143
Smith Shellnut Wilson
Mississippi
$218K
BWM
144
BCS Wealth Management
Tennessee
$213K
CFB
145
Cullen/Frost Bankers
Texas
$170K
JGIA
146
Jackson Grant Investment Advisers
Connecticut
$156K
CA
147
Clearstead Advisors
Ohio
$141K
AWM
148
Accredited Wealth Management
Kentucky
$140K
OSAM
149
O'Shaughnessy Asset Management
Connecticut
$138K
MCM
150
MAI Capital Management
Ohio
$133K