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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
CFB
151
Cullen/Frost Bankers
Texas
$91.7K -$78.5K -3,179 -46%
RWM
152
RMG Wealth Management
Wisconsin
$81.7K +$22K +890 New
AUB
153
Atlantic Union Bankshares
Virginia
$65.8K
IA
154
IFP Advisors
Florida
$63.7K -$1.38K -56 -2%
NWS
155
Nvest Wealth Strategies
Ohio
$61.9K +$61.7K +2,500 New
NS
156
NBC Securities
Alabama
$55.5K +$99 +4 +0.2%
LFG
157
Larson Financial Group
Missouri
$52.4K -$7.16K -290 -12%
GFA
158
Godfrey Financial Associates
New York
$48.6K +$48.5K +1,964 New
Comerica Bank
159
Comerica Bank
Texas
$39.7K
GRP
160
Global Retirement Partners
California
$37.8K +$1.01K +41 +3%
IAS
161
IMA Advisory Services
Colorado
$37.2K
SAG
162
SageView Advisory Group
California
$34.7K +$34.6K +1,400 New
PNC Financial Services Group
163
PNC Financial Services Group
Pennsylvania
$32.2K
PPL
164
Planning Project LLC
Texas
$31.5K +$31.4K +1,272 New
BWM
165
Bernard Wealth Management
Michigan
$31.3K
PWA
166
Principia Wealth Advisory
Texas
$31.1K +$30K +1,214 +2,961%
SMA
167
Sage Mountain Advisors
Georgia
$29.7K
Rockefeller Capital Management
168
Rockefeller Capital Management
New York
$24.9K
Fifth Third Bancorp
169
Fifth Third Bancorp
Ohio
$24.8K
Deutsche Bank
170
Deutsche Bank
Germany
$24.7K +$24.6K +997 New
SEP
171
Signature Equity Partners
Ohio
$21.9K +$21.8K +883 New
AW
172
Avion Wealth
Texas
$19K
GCM
173
Gables Capital Management
Florida
$17.4K
AAP
174
Arax Advisory Partners
Colorado
$16.7K -$2.49K -101 -13%
FFA
175
Founders Financial Alliance
North Carolina
$16.6K