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Fidelity MSCI Energy Index ETF

149 hedge funds and large institutions have $315M invested in Fidelity MSCI Energy Index ETF in 2021 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 52 increasing their positions, 38 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

255% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 11

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

37% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 38

26% more capital invested

Capital invested by funds: $251M → $315M (+$64.1M)

20% more funds holding

Funds holding: 124149 (+25)

3.62% more ownership

Funds ownership: 27%30.63% (+3.6%)

63% less call options, than puts

Call options by funds: $241K | Put options by funds: $648K

Holders
149
Holders Change
+25
Holders Change %
+20.16%
% of All Funds
2.29%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
39
Increased
52
Reduced
38
Closed
11
Calls
$241K
Puts
$648K
Net Calls
-$407K
Net Calls Change
-$1.38M
Name Holding Trade Value Shares
Change
Change in
Stake
BFA
26
Beaumont Financial Advisors
Massachusetts
$1.95M +$1.99M +128,205 New
Jane Street
27
Jane Street
New York
$1.89M +$949K +61,164 +97%
Truist Financial
28
Truist Financial
North Carolina
$1.82M -$60.8K -3,919 -3%
OMC
29
Old Mission Capital
Illinois
$1.82M +$754K +48,596 +68%
ASN
30
Advisory Services Network
Georgia
$1.8M +$130K +8,361 +8%
FSC
31
Full Sail Capital
Oklahoma
$1.8M -$251K -16,207 -14%
5L
32
55I LLC
Massachusetts
$1.76M -$90K -5,802 -5%
SSWM
33
Sheets Smith Wealth Management
North Carolina
$1.74M +$17.4K +1,122 +1%
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$1.69M +$637K +41,050 +58%
PFGIA
35
Patriot Financial Group Insurance Agency
Massachusetts
$1.66M +$132K +8,488 +8%
SCP
36
Silverleafe Capital Partners
Tennessee
$1.6M +$171 +11 +0%
Mariner
37
Mariner
Kansas
$1.53M +$89.5K +5,766 +6%
SS
38
Sunbelt Securities
Texas
$1.46M -$212K -13,630 -15%
RBFC
39
Roman Butler Fullerton & Co
Missouri
$1.43M -$150K -9,666 -9%
UBS Group
40
UBS Group
Switzerland
$1.37M -$78.9K -5,084 -5%
FPGK
41
Financial Partners Group (Kansas)
Kansas
$1.36M +$88.7K +5,713 +8%
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$1.34M +$176K +11,336 +15%
TI
43
Tidal Investments
Wisconsin
$1.33M +$1.36M +87,661 New
FA
44
Faithward Advisors
Pennsylvania
$1.29M -$28K -1,803 -2%
EWM
45
EPG Wealth Management
Georgia
$1.22M +$16K +1,030 +1%
MWM
46
Maltin Wealth Management
New Jersey
$1.16M +$44.8K +2,889 +4%
LG
47
Leuthold Group
Minnesota
$1.02M +$1.05M +67,546 New
AWM
48
AE Wealth Management
Kansas
$907K +$927K +59,725 New
SWA
49
Stratos Wealth Advisors
Ohio
$885K +$53.8K +3,464 +6%
HCA
50
Heck Capital Advisors
Wisconsin
$858K +$877K +56,549 New