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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
Lido Advisors
1
Lido Advisors
California
$42.4M +$82.2K +3,329 +0.2%
AF
2
Align Financial
Minnesota
$35.8M +$884K +35,793 New
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$31.9M -$958K -38,811 -3%
LPL Financial
4
LPL Financial
California
$20.5M -$1.36M -55,125 -6%
HighTower Advisors
5
HighTower Advisors
Illinois
$17.7M -$928K -37,602 -5%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$15.4M +$949K +38,438 +7%
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$13.4M -$299K -12,094 -2%
HWA
8
Hilltop Wealth Advisors
North Carolina
$13.2M +$292K +11,812 +2%
Wells Fargo
9
Wells Fargo
California
$11.3M -$287K -11,617 -2%
BNP Paribas Financial Markets
10
BNP Paribas Financial Markets
France
$8.69M +$8.67M +350,991 +3,899,900%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$8.2M +$574K +23,230 +8%
CCM
12
Cutler Capital Management
Massachusetts
$6.82M +$97.3K +3,941 +1%
Osaic Holdings
13
Osaic Holdings
Arizona
$6.46M -$104K -4,214 -2%
Morgan Stanley
14
Morgan Stanley
New York
$5.94M +$371K +15,029 +7%
AM
15
AGF Management
Ontario, Canada
$5.82M -$17.2M -698,480 -75%
PAG
16
Private Advisor Group
New Jersey
$5.39M -$18.8K -762 -0.3%
Bank of America
17
Bank of America
North Carolina
$5.11M +$192K +7,765 +4%
TGAM
18
TBH Global Asset Management
Tennessee
$4.94M +$3.22M +130,600 New
Ameriprise
19
Ameriprise
Minnesota
$4.86M +$416K +16,836 +9%
KAS
20
Kestra Advisory Services
Texas
$4.25M +$31.4K +1,271 +0.7%
MMA
21
Miracle Mile Advisors
California
$4.07M +$281K +11,392 +7%
EFM
22
Eley Financial Management
Vermont
$3.98M -$410K -16,591 -9%
UBS Group
23
UBS Group
Switzerland
$3.88M +$1.83M +74,229 +90%
KIA
24
KCM Investment Advisors
California
$3.86M -$302K -12,237 -7%
TCM
25
Traynor Capital Management
Pennsylvania
$3.64M -$156K -6,331 -4%