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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
GWM
201
Geneos Wealth Management
Colorado
$3.32K
Qube Research & Technologies (QRT)
202
Qube Research & Technologies (QRT)
United Kingdom
$2.84K
VFM
203
Vision Financial Markets
Connecticut
$2.57K
SSB
204
Sandy Spring Bank
Maryland
$2.56K
DWM
205
Darwin Wealth Management
Florida
$2.4K
WWM
206
Wolff Wiese Magana
California
$1.97K
SFG
207
Stonebridge Financial Group
Pennsylvania
$1.94K
CIBC Private Wealth Group
208
CIBC Private Wealth Group
Georgia
$1.83K
Bank of Montreal
209
Bank of Montreal
Ontario, Canada
$1.79K
BLC
210
Brown, Lisle/Cummings
Rhode Island
$1.66K
CIAS
211
Capital Investment Advisory Services
North Carolina
$1.28K
PFA
212
Pillar Financial Advisors
Kentucky
$1.28K
TFA
213
Toth Financial Advisory
Virginia
$1.13K
HFS
214
Hughes Financial Services
Virginia
$1.08K
AWM
215
Activest Wealth Management
Florida
$977
FFA
216
Farther Finance Advisors
California
$796
SIS
217
Sound Income Strategies
Florida
$256
KWM
218
Kiker Wealth Management
Georgia
$79
CWM
219
Centric Wealth Management
Illinois
BAM
220
Belpointe Asset Management
Nevada
PAS
221
Park Avenue Securities
New York
LWA
222
LifeGoal Wealth Advisors
New York
Bank of New York Mellon
223
Bank of New York Mellon
New York
CFGS
224
Concourse Financial Group Securities
Alabama
FFN
225
Focus Financial Network
Minnesota