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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
CWM
176
Cranbrook Wealth Management
Michigan
$20.6K
AW
177
Avion Wealth
Texas
$19K
PWA
178
Physician Wealth Advisors
Utah
$18.9K
ACA
179
Aptus Capital Advisors
Alabama
$18.1K
GCM
180
Gables Capital Management
Florida
$17.9K
FFA
181
Founders Financial Alliance
North Carolina
$17.1K
TCM
182
Tradewinds Capital Management
Washington
$16.5K
FCMT
183
Founders Capital Management (Texas)
Texas
$15.2K
BNP Paribas Financial Markets
184
BNP Paribas Financial Markets
France
$13.8K
HWM
185
HighMark Wealth Management
Minnesota
$12.8K
BBHC
186
Brown Brothers Harriman & Co
New York
$12.8K
PK
187
Pflug Koory
Nebraska
$12.5K
MHIP
188
Mountain Hill Investment Partners
New Jersey
$12.5K
RF
189
Rossby Financial
Florida
$10.7K
SL
190
Salomon & Ludwin
Virginia
$9.86K
National Bank of Canada
191
National Bank of Canada
Quebec, Canada
$9.65K
EWA
192
EverSource Wealth Advisors
Alabama
$9.61K
AA
193
Addison Advisors
Vermont
$9.02K
NRG
194
Nemes Rush Group
Michigan
$8.48K
HBW
195
Hazlett, Burt & Watson
West Virginia
$8K
BONH
196
Bank of New Hampshire
New Hampshire
$7.13K
MWM
197
Mascoma Wealth Management
New Hampshire
$5.34K
ADL
198
Asset Dedication LLC
California
$5.32K
BFPW
199
BOK Financial Private Wealth
Colorado
$4.88K
Russell Investments Group
200
Russell Investments Group
United Kingdom
$4.65K