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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
CFB
176
Cullen/Frost Bankers
Texas
$20.8K +$8.36K +336 +70%
CWM
177
Cranbrook Wealth Management
Michigan
$20.6K +$20K +805 New
AW
178
Avion Wealth
Texas
$19K
PWA
179
Physician Wealth Advisors
Utah
$18.9K
ACA
180
Aptus Capital Advisors
Alabama
$18.1K -$473 -19 -3%
GCM
181
Gables Capital Management
Florida
$17.9K
FFA
182
Founders Financial Alliance
North Carolina
$17.1K
TCM
183
Tradewinds Capital Management
Washington
$16.5K +$124 +5 +0.8%
FCMT
184
Founders Capital Management (Texas)
Texas
$15.2K
BNP Paribas Financial Markets
185
BNP Paribas Financial Markets
France
$13.8K -$2.49M -100,060 -99%
HWM
186
HighMark Wealth Management
Minnesota
$12.8K -$647 -26 -5%
BBHC
187
Brown Brothers Harriman & Co
New York
$12.8K +$12.4K +500 New
PK
188
Pflug Koory
Nebraska
$12.5K
MHIP
189
Mountain Hill Investment Partners
New Jersey
$12.5K +$99 +4 +0.8%
RF
190
Rossby Financial
Florida
$10.7K +$11.8K +474 New
SL
191
Salomon & Ludwin
Virginia
$9.86K
National Bank of Canada
192
National Bank of Canada
Quebec, Canada
$9.65K -$224 -9 -2%
EWA
193
EverSource Wealth Advisors
Alabama
$9.61K +$75 +3 +0.8%
AA
194
Addison Advisors
Vermont
$9.02K
NRG
195
Nemes Rush Group
Michigan
$8.48K
HBW
196
Hazlett, Burt & Watson
West Virginia
$8K
BONH
197
Bank of New Hampshire
New Hampshire
$7.13K
MWM
198
Mascoma Wealth Management
New Hampshire
$5.34K
ADL
199
Asset Dedication LLC
California
$5.32K
BFPW
200
BOK Financial Private Wealth
Colorado
$4.88K