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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
Russell Investments Group
201
Russell Investments Group
United Kingdom
$4.65K +$4.53K +182 New
GWM
202
Geneos Wealth Management
Colorado
$3.32K +$3.23K +130 New
MWA
203
Medallion Wealth Advisors
Connecticut
$3.08K
Qube Research & Technologies (QRT)
204
Qube Research & Technologies (QRT)
United Kingdom
$2.84K +$2.59K +104 +1,486%
VFM
205
Vision Financial Markets
Connecticut
$2.57K +$2.51K +101 New
SSB
206
Sandy Spring Bank
Maryland
$2.56K
DWM
207
Darwin Wealth Management
Florida
$2.4K
WWM
208
Wolff Wiese Magana
California
$1.97K
SFGP
209
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$1.94K
CIBC Private Wealth Group
210
CIBC Private Wealth Group
Georgia
$1.83K -$11.6K -467 -84%
Bank of Montreal
211
Bank of Montreal
Ontario, Canada
$1.79K
BLC
212
Brown, Lisle/Cummings
Rhode Island
$1.66K
CIAS
213
Capital Investment Advisory Services
North Carolina
$1.28K
PFA
214
Pillar Financial Advisors
Kentucky
$1.28K
TFA
215
Toth Financial Advisory
Virginia
$1.13K -$149 -6 -12%
HFS
216
Hughes Financial Services
Virginia
$1.08K +$1.04K +42 New
AWM
217
Activest Wealth Management
Florida
$977
FFA
218
Farther Finance Advisors
California
$796
SIS
219
Sound Income Strategies
Florida
$256
KWM
220
Kiker Wealth Management
Georgia
$79 +$75 +3 New
CWM
221
Centric Wealth Management
Illinois
-$2.27M -95,313 Closed
BAM
222
Belpointe Asset Management
Nevada
-$1.06M -42,164 Closed
PAS
223
Park Avenue Securities
New York
-$364K -15,249 Closed
LWA
224
LifeGoal Wealth Advisors
New York
-$362K -15,185 Closed
Bank of New York Mellon
225
Bank of New York Mellon
New York
-$354K -14,859 Closed