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Fidelity MSCI Energy Index ETF

203 hedge funds and large institutions have $744M invested in Fidelity MSCI Energy Index ETF in 2024 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 77 increasing their positions, 64 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

934% more call options, than puts

Call options by funds: $858K | Put options by funds: $83K

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

20% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 64

7% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 29

2.6% less ownership

Funds ownership: 43.15%40.54% (-2.6%)

3% less funds holding

Funds holding: 209203 (-6)

5% less capital invested

Capital invested by funds: $784M → $744M (-$40.1M)

Holders
203
Holders Change
-6
Holders Change %
-2.87%
% of All Funds
2.93%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
27
Increased
77
Reduced
64
Closed
29
Calls
$858K
Puts
$83K
Net Calls
+$775K
Net Calls Change
+$263K
Name Holding Trade Value Shares
Change
Change in
Stake
TRCT
226
Tower Research Capital (TRC)
New York
-$149K -5,773 Closed
VF
227
VitalStone Financial
Texas
-$107K -4,126 Closed
RIA
228
Realta Investment Advisors
Delaware
-$105K -4,070 Closed
BC
229
Belmont Capital
California
-$30.1K -1,162 Closed
AWM
230
Abound Wealth Management
Tennessee
-$12.2K -472 Closed
CA
231
CoreCap Advisors
Michigan
-$1.55K -60 Closed
FGAM
232
Financial Gravity Asset Management
Texas
-$1.41K -54 Closed
AssetMark Inc
233
AssetMark Inc
California
-$1.03K -40 Closed
S
234
Sachetta
Massachusetts
-$512 -22 Closed