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Fidelity MSCI Energy Index ETF

256 hedge funds and large institutions have $775M invested in Fidelity MSCI Energy Index ETF in 2026 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 87 increasing their positions, 61 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
256
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.67M
Puts
Net Calls
Net Calls Change

Top Sellers

1 -$13.2M
2 -$4.94M
3 -$2.44M
4
UBS Group
UBS Group
Switzerland
-$2.24M
5
SR
Syntax Research
Florida
-$2.01M
Name Holding Trade Value Shares
Change
Change in
Stake
BCA
126
Bay Colony Advisors
Massachusetts
$523K
EWM
127
Elevation Wealth Management
Minnesota
$498K
YIH
128
Y-Intercept (HK)
Hong Kong
$459K
FIM
129
Freedom Investment Management
Connecticut
$450K
OIA
130
OneDigital Investment Advisors
Kansas
$441K
Truist Financial
131
Truist Financial
North Carolina
$429K
GWP
132
Gateway Wealth Partners
Wisconsin
$426K
LWM
133
LJI Wealth Management
Indiana
$417K
MWM
134
Meridian Wealth Management
Kentucky
$414K
TA
135
TrueWealth Advisors
Alabama
$411K
FT
136
Fiduciary Trust
Massachusetts
$409K
RA
137
RFG Advisory
Alabama
$402K
EWA
138
Exencial Wealth Advisors
Oklahoma
$400K
CW
139
Cedarwood Wealth
Colorado
$400K
AQR Capital Management
140
AQR Capital Management
Connecticut
$395K
MHR
141
Matthew Hamilton Rosenberg
$388K
CFB
142
Cullen/Frost Bankers
Texas
$373K
AFA
143
AA Financial Advisors
Ohio
$367K
FSA
144
Fort Sheridan Advisors
Illinois
$363K
FIA
145
Foundations Investment Advisors
Arizona
$359K
LWM
146
LongView Wealth Management
Georgia
$355K
FFA
147
Farther Finance Advisors
California
$350K
AWA
148
Arete Wealth Advisors
Illinois
$348K
HT
149
Headlands Technologies
Illinois
$347K
WA
150
WealthTrust Axiom
Pennsylvania
$342K