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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
Fidelity Investments
1
Fidelity Investments
Massachusetts
$143M +$130K +5,225 +0.1%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$38.9M -$179K -7,202 -0.5%
Lido Advisors
3
Lido Advisors
California
$38.3M -$4.08M -164,136 -10%
HighTower Advisors
4
HighTower Advisors
Illinois
$26.1M +$445K +17,908 +2%
AM
5
AGF Management
Ontario, Canada
$21.5M +$545K +21,921 +3%
LPL Financial
6
LPL Financial
California
$20.2M +$1.88M +75,593 +11%
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$18.8M -$143K -5,753 -0.8%
YC
8
Yarbrough Capital
Tennessee
$18.2M
Wells Fargo
9
Wells Fargo
California
$13.2M -$3.77M -151,739 -23%
Osaic Holdings
10
Osaic Holdings
Arizona
$8.44M +$3.92M +157,453 +91%
UBS Group
11
UBS Group
Switzerland
$7.73M +$322K +12,946 +4%
CCM
12
Cutler Capital Management
Massachusetts
$6.73M -$9.82K -395 -0.1%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$5.92M -$2.57M -103,504 -31%
Morgan Stanley
14
Morgan Stanley
New York
$5.86M -$172K -6,902 -3%
ASN
15
Advisory Services Network
Georgia
$5.85M +$198K +7,977 +4%
KAS
16
Kestra Advisory Services
Texas
$5.63M -$34.7K -1,397 -0.6%
PAG
17
Private Advisor Group
New Jersey
$5.51M +$4.06M +163,289 +312%
FPGK
18
Financial Partners Group (Kansas)
Kansas
$5.5M -$207K -8,311 -4%
Bank of America
19
Bank of America
North Carolina
$5.06M -$747K -30,055 -13%
TCM
20
Traynor Capital Management
Pennsylvania
$4.67M -$116K -4,684 -3%
KIA
21
KCM Investment Advisors
California
$4.59M -$137K -5,526 -3%
EFM
22
Eley Financial Management
Vermont
$4.51M +$4.08K +164 +0.1%
GA
23
Guerra Advisors
Florida
$4.05M +$3.94M +158,585 New
NA
24
NewEdge Advisors
Louisiana
$3.89M -$2.38M -95,887 -39%
Ameriprise
25
Ameriprise
Minnesota
$3.87M +$275K +11,068 +8%