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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
TCM
176
Tradewinds Capital Management
Washington
$16.4K +$123 +5 +0.8%
PWA
177
Physician Wealth Advisors
Utah
$15K
AIC
178
Archer Investment Corporation
Indiana
$15K
AF
179
Allworth Financial
California
$14.9K -$28.3K -1,145 -66%
FCMT
180
Founders Capital Management (Texas)
Texas
$14.7K
BBHC
181
Brown Brothers Harriman & Co
New York
$12.4K
HWM
182
HighMark Wealth Management
Minnesota
$12.4K
MHIP
183
Mountain Hill Investment Partners
New Jersey
$12.4K +$99 +4 +0.8%
PK
184
Pflug Koory
Nebraska
$12.1K
ACA
185
Aptus Capital Advisors
Alabama
$10.2K +$25 +1 +0.2%
IIM
186
IFC & Insurance Marketing
California
$10K +$10K +407 New
EWA
187
EverSource Wealth Advisors
Alabama
$9.54K +$74 +3 +0.8%
SL
188
Salomon & Ludwin
Virginia
$9.04K
AA
189
Addison Advisors
Vermont
$8.74K
CIBC Private Wealth Group
190
CIBC Private Wealth Group
Georgia
$8.7K
RF
191
Rossby Financial
Florida
$8.03K -$3.7K -150 -32%
HBW
192
Hazlett, Burt & Watson
West Virginia
$7K
BONH
193
Bank of New Hampshire
New Hampshire
$6.91K
DRP
194
Decker Retirement Planning
Utah
$6.56K +$6.54K +265 New
FHA
195
Flagship Harbor Advisors
Massachusetts
$6.19K +$6.15K +249 New
SWM
196
Spire Wealth Management
Virginia
$6K -$4.32K -175 -42%
MWM
197
Mascoma Wealth Management
New Hampshire
$5.18K
ADL
198
Asset Dedication LLC
California
$5.15K
NL
199
NorthAvenue LLC
Ohio
$5.15K +$5.14K +208 New
Group One Trading
200
Group One Trading
Illinois
$4.95K