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Fidelity MSCI Energy Index ETF

218 hedge funds and large institutions have $536M invested in Fidelity MSCI Energy Index ETF in 2025 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 67 increasing their positions, 80 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more capital invested

Capital invested by funds: $ → $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

1% less funds holding

Funds holding: 220218 (-2)

16% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 80

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
218
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
$703K
Puts
$3K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NS
151
NBC Securities
Alabama
$132K
CFD
152
Creative Financial Designs
Indiana
$124K
LI
153
LRI Investments
Florida
$116K
IA
154
IFP Advisors
Florida
$115K
Comerica Bank
155
Comerica Bank
Texas
$101K
CRFG
156
Columbia River Financial Group
Washington
$95K
Franklin Resources
157
Franklin Resources
California
$91.1K
GWSG
158
GPS Wealth Strategies Group
Colorado
$88.6K
AWM
159
Accredited Wealth Management
Kentucky
$74.9K
NWM
160
Nova Wealth Management
Florida
$58.7K
LFG
161
Larson Financial Group
Missouri
$53.6K
CI
162
CX Institutional
Indiana
$48K
Fifth Third Bancorp
163
Fifth Third Bancorp
Ohio
$46.5K
IAS
164
IMA Advisory Services
Colorado
$38.4K
OSAM
165
O'Shaughnessy Asset Management
Connecticut
$34.7K
PNC Financial Services Group
166
PNC Financial Services Group
Pennsylvania
$33.2K
BWM
167
Bernard Wealth Management
Michigan
$32.3K
CAM
168
Creekmur Asset Management
Illinois
$31K
SMA
169
Sage Mountain Advisors
Georgia
$30.7K
SWM
170
Spire Wealth Management
Virginia
$29.7K
EB
171
Eastern Bank
Massachusetts
$28.9K
AF
172
Allworth Financial
California
$28.1K
AIC
173
Archer Investment Corporation
Indiana
$24.2K
CCM
174
Chilton Capital Management
Texas
$23.3K
CFB
175
Cullen/Frost Bankers
Texas
$20.8K