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Fidelity MSCI Energy Index ETF

124 hedge funds and large institutions have $251M invested in Fidelity MSCI Energy Index ETF in 2021 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 49 increasing their positions, 38 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 38

13% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 16

2.25% more ownership

Funds ownership: 24.76%27% (+2.2%)

2% more capital invested

Capital invested by funds: $247M → $251M (+$3.81M)

1% more funds holding

Funds holding: 123124 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
124
Holders Change
+1
Holders Change %
+0.81%
% of All Funds
2.17%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
18
Increased
49
Reduced
38
Closed
16
Calls
$974K
Puts
Net Calls
+$974K
Net Calls Change
+$359K
Name Holding Trade Value Shares
Change
Change in
Stake
RBFC
26
Roman Butler Fullerton & Co
Missouri
$1.64M +$1.4M +103,577 New
SSWM
27
Sheets Smith Wealth Management
North Carolina
$1.63M +$11.1K +821 +0.7%
ASN
28
Advisory Services Network
Georgia
$1.59M +$82.1K +6,058 +6%
SCP
29
Silverleafe Capital Partners
Tennessee
$1.52M -$3.88K -286 -0.3%
PFGIA
30
Patriot Financial Group Insurance Agency
Massachusetts
$1.46M +$84.8K +6,254 +7%
UBS Group
31
UBS Group
Switzerland
$1.38M +$12K +884 +0.9%
Mariner
32
Mariner
Kansas
$1.37M -$46.6K -3,440 -3%
WQ
33
Wealth Quarterback
New Jersey
$1.35M -$49.5K -3,651 -4%
FA
34
Faithward Advisors
Pennsylvania
$1.25M +$1.18M +86,694 New
SS
35
Sunbelt Securities
Texas
$1.24M
Prudential Financial
36
Prudential Financial
New Jersey
$1.15M +$99.7K +7,356 +9%
EWM
37
EPG Wealth Management
Georgia
$1.15M +$13.1K +968 +1%
PVH
38
Psagot Value Holdings
Israel
$1.14M +$163K +12,000 +18%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$1.11M -$392K -28,877 -27%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$1.1M -$37.7K -2,778 -4%
MWM
41
Maltin Wealth Management
New Jersey
$1.06M +$963 +71 +0.1%
OMC
42
Old Mission Capital
Illinois
$1.02M +$963K +71,048 New
FPGK
43
Financial Partners Group (Kansas)
Kansas
$1.02M +$172K +12,667 +22%
GGS
44
Galvin Gaustad & Stein
Arizona
$1.02M +$310K +22,889 +48%
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
$1.01M +$952K +70,226 New
LNC
46
Lincoln National Corp
Pennsylvania
$1M +$217K +16,002 +30%
Jane Street
47
Jane Street
New York
$912K +$678K +49,997 +377%
RSWM
48
Robertson Stephens Wealth Management
California
$873K -$62.2K -4,590 -7%
BWM
49
BNC Wealth Management
Oregon
$796K +$748K +55,207 New
SWA
50
Stratos Wealth Advisors
Ohio
$791K +$6.25K +461 +0.8%