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Fidelity MSCI Energy Index ETF

220 hedge funds and large institutions have $539M invested in Fidelity MSCI Energy Index ETF in 2025 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 68 increasing their positions, 80 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

23,333% more call options, than puts

Call options by funds: $703K | Put options by funds: $3K

6% more capital invested

Capital invested by funds: $510M → $539M (+$28.8M)

4% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 28

0.01% more ownership

Funds ownership: 34.45%34.46% (+0.01%)

1% less funds holding

Funds holding: 222220 (-2)

15% less repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 80

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
220
Holders Change
-2
Holders Change %
-0.9%
% of All Funds
2.95%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
29
Increased
68
Reduced
80
Closed
28
Calls
$703K
Puts
$3K
Net Calls
+$700K
Net Calls Change
-$215K
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
151
MAI Capital Management
Ohio
$138K
NS
152
NBC Securities
Alabama
$132K +$129K +5,188 +103,760%
CFD
153
Creative Financial Designs
Indiana
$124K +$75 +3 +0.1%
LI
154
LRI Investments
Florida
$116K
IA
155
IFP Advisors
Florida
$115K -$16.7K -673 -13%
Comerica Bank
156
Comerica Bank
Texas
$101K -$3.01K -121 -3%
CRFG
157
Columbia River Financial Group
Washington
$95K +$93.4K +3,756 New
Franklin Resources
158
Franklin Resources
California
$91.1K
GWSG
159
GPS Wealth Strategies Group
Colorado
$88.6K +$86.2K +3,466 New
AWM
160
Accredited Wealth Management
Kentucky
$74.9K +$6.19K +249 +9%
NWM
161
Nova Wealth Management
Florida
$58.7K -$54.3K -2,182 -49%
LFG
162
Larson Financial Group
Missouri
$53.6K +$99 +4 +0.2%
CI
163
CX Institutional
Indiana
$48K +$46.3K +1,863 New
Fifth Third Bancorp
164
Fifth Third Bancorp
Ohio
$46.5K +$20.4K +821 +82%
IAS
165
IMA Advisory Services
Colorado
$38.4K +$37.3K +1,501 New
OSAM
166
O'Shaughnessy Asset Management
Connecticut
$34.7K +$31K +1,248 +1,135%
PNC Financial Services Group
167
PNC Financial Services Group
Pennsylvania
$33.2K
BWM
168
Bernard Wealth Management
Michigan
$32.3K
CAM
169
Creekmur Asset Management
Illinois
$31K +$174 +7 +0.6%
SMA
170
Sage Mountain Advisors
Georgia
$30.7K
SWM
171
Spire Wealth Management
Virginia
$29.7K +$2.44K +98 +9%
EB
172
Eastern Bank
Massachusetts
$28.9K
AF
173
Allworth Financial
California
$28.1K +$473 +19 +2%
AIC
174
Archer Investment Corporation
Indiana
$24.2K -$1.17K -47 -5%
CCM
175
Chilton Capital Management
Texas
$23.3K +$22.7K +913 New