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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
BFPW
201
BOK Financial Private Wealth
Colorado
$4.73K
RBC
202
Roble Belko & Company
Pennsylvania
$4K
SRCM
203
Signature Resources Capital Management
California
$3.77K -$9.21K -373 -71%
FDCDDQ
204
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.74K +$3.73K +151 New
VFM
205
Vision Financial Markets
Connecticut
$2.56K +$25 +1 +1%
CA
206
CoreCap Advisors
Michigan
$2.48K +$2.47K +100 New
WWM
207
Wolff Wiese Magana
California
$1.91K
Bank of Montreal
208
Bank of Montreal
Ontario, Canada
$1.73K
BLC
209
Brown, Lisle/Cummings
Rhode Island
$1.61K
CIAS
210
Capital Investment Advisory Services
North Carolina
$1.24K
PFA
211
Pillar Financial Advisors
Kentucky
$1.24K
AssetMark Inc
212
AssetMark Inc
California
$1.24K +$1.24K +50 New
HFS
213
Hughes Financial Services
Virginia
$1.04K
AWM
214
Activest Wealth Management
Florida
$556
WCAMG
215
Woodard & Company Asset Management Group
North Carolina
$495 +$494 +20 New
SIS
216
Sound Income Strategies
Florida
$265
RFP
217
Root Financial Partners
California
$99
MI
218
Motiv8 Investments
Florida
$85 +$84.3K +3,413 New
DWM
219
Darwin Wealth Management
Florida
$17
NWM
220
Nova Wealth Management
Florida
$12
YC
221
Yarbrough Capital
Tennessee
-$17.6M -711,695 Closed
QC
222
Quadrature Capital
United Kingdom
-$9.59M -387,630 Closed
D.E. Shaw & Co
223
D.E. Shaw & Co
New York
-$4.5M -182,232 Closed
Renaissance Technologies
224
Renaissance Technologies
New York
-$3.99M -161,600 Closed
GS
225
GTS Securities
New York
-$2.37M -95,971 Closed