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Fidelity MSCI Energy Index ETF

123 hedge funds and large institutions have $247M invested in Fidelity MSCI Energy Index ETF in 2021 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 48 increasing their positions, 38 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 14

26% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 38

18% more capital invested

Capital invested by funds: $210M → $247M (+$37.3M)

3% more funds holding

Funds holding: 120123 (+3)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.25% less ownership

Funds ownership: 25.01%24.76% (-0.25%)

Holders
123
Holders Change
+3
Holders Change %
+2.5%
% of All Funds
2.14%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
18
Increased
48
Reduced
38
Closed
14
Calls
$615K
Puts
Net Calls
+$615K
Net Calls Change
-$4K
Name Holding Trade Value Shares
Change
Change in
Stake
FSC
26
Full Sail Capital
Oklahoma
$1.68M -$47.1K -3,340 -3%
SSWM
27
Sheets Smith Wealth Management
North Carolina
$1.66M -$3.44K -244 -0.2%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$1.57M -$51.3K -3,632 -3%
SCP
29
Silverleafe Capital Partners
Tennessee
$1.56M -$39.1K -2,772 -3%
ASN
30
Advisory Services Network
Georgia
$1.54M +$189K +13,358 +15%
VC
31
Vicus Capital
Pennsylvania
$1.52M +$1.46M +103,186 New
Mariner
32
Mariner
Kansas
$1.45M +$252K +17,833 +22%
WQ
33
Wealth Quarterback
New Jersey
$1.43M +$1.37M +97,220 New
PFGIA
34
Patriot Financial Group Insurance Agency
Massachusetts
$1.4M +$1.31M +92,573 +4,314%
UBS Group
35
UBS Group
Switzerland
$1.4M +$5.6K +397 +0.4%
SS
36
Sunbelt Securities
Texas
$1.24M +$180K +12,741 +16%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$1.17M -$1.14M -81,005 -51%
EWM
38
EPG Wealth Management
Georgia
$1.16M +$742K +52,561 +202%
Prudential Financial
39
Prudential Financial
New Jersey
$1.16M +$90K +6,376 +9%
MWM
40
Maltin Wealth Management
New Jersey
$1.09M +$34.4K +2,437 +3%
PVH
41
Psagot Value Holdings
Israel
$987K -$468K -33,152 -33%
RSWM
42
Robertson Stephens Wealth Management
California
$961K -$159K -11,240 -15%
FPGK
43
Financial Partners Group (Kansas)
Kansas
$856K +$584K +41,386 +249%
SWA
44
Stratos Wealth Advisors
Ohio
$802K +$13K +920 +2%
PAG
45
Private Advisor Group
New Jersey
$794K -$111K -7,898 -13%
LNC
46
Lincoln National Corp
Pennsylvania
$790K -$25.5K -1,810 -3%
GGS
47
Galvin Gaustad & Stein
Arizona
$705K +$74.2K +5,260 +12%
LA
48
Lynch & Associates
Indiana
$681K +$14.5K +1,026 +2%
BOM
49
Bank of Marin
California
$575K +$43.3K +3,068 +9%
CCM
50
Cribstone Capital Management
Maine
$569K -$2.74K -194 -0.5%