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Fidelity MSCI Energy Index ETF

257 hedge funds and large institutions have $777M invested in Fidelity MSCI Energy Index ETF in 2026 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 87 increasing their positions, 61 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 18

94% more capital invested

Capital invested by funds: $401M → $777M (+$375M)

43% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 61

18% more funds holding

Funds holding: 217257 (+40)

10.94% more ownership

Funds ownership: 28.68%39.62% (+11%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
257
Holders Change
+40
Holders Change %
+18.43%
% of All Funds
3.17%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
66
Increased
87
Reduced
61
Closed
18
Calls
$3.67M
Puts
Net Calls
+$3.67M
Net Calls Change
+$3.06M
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
1
Charles Schwab
California
$81.8M +$71.5M +2,403,629 New
Lido Advisors
2
Lido Advisors
California
$59.7M +$1.16M +38,901 +2%
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$50.9M +$34.1M +1,145,303 +326%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$43.4M -$300K -10,096 -0.8%
HighTower Advisors
5
HighTower Advisors
Illinois
$35.4M +$9.65M +324,562 +45%
LPL Financial
6
LPL Financial
California
$31.6M +$3.06M +102,801 +12%
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$30.4M +$10.6M +354,998 +66%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$29.1M +$7.01M +235,701 +38%
Marshall Wace
9
Marshall Wace
United Kingdom
$27.5M +$24.1M +809,088 New
VC
10
Vicus Capital
Pennsylvania
$27.3M +$23M +774,596 +2,691%
AM
11
AGF Management
Ontario, Canada
$24.9M +$14.8M +496,275 +211%
JP Morgan Chase
12
JP Morgan Chase
New York
$15M +$11.8M +398,357 +1,026%
Wells Fargo
13
Wells Fargo
California
$14.6M -$780K -26,222 -6%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$14.6M +$2.9M +97,412 +29%
AWM
15
AE Wealth Management
Kansas
$11.3M +$5.85M +196,849 +145%
IFA
16
Independence Financial Advisors
New Hampshire
$10.8M +$9.45M +317,691 New
CCM
17
Cutler Capital Management
Massachusetts
$9.09M -$233K -7,845 -3%
Morgan Stanley
18
Morgan Stanley
New York
$8.34M +$153K +5,149 +2%
Bank of America
19
Bank of America
North Carolina
$8.11M +$956K +32,166 +16%
QC
20
Quadrature Capital
United Kingdom
$7.86M +$6.87M +231,107 New
PAG
21
Private Advisor Group
New Jersey
$7.76M +$304K +10,233 +5%
Osaic Holdings
22
Osaic Holdings
Arizona
$7.18M -$1.47M -49,393 -19%
Tudor Investment Corp
23
Tudor Investment Corp
Connecticut
$6.78M +$4.07M +136,747 +219%
Ameriprise
24
Ameriprise
Minnesota
$6.71M +$26.5K +892 +0.5%
KAS
25
Kestra Advisory Services
Texas
$6.43M +$525K +17,664 +10%