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Fidelity MSCI Energy Index ETF

177 hedge funds and large institutions have $417M invested in Fidelity MSCI Energy Index ETF in 2022 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 81 increasing their positions, 45 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

318% more call options, than puts

Call options by funds: $1.4M | Put options by funds: $336K

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

80% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 45

50% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 16

4% more funds holding

Funds holding: 170177 (+7)

1.09% more ownership

Funds ownership: 28.94%30.04% (+1.1%)

2% less capital invested

Capital invested by funds: $426M → $417M (-$9.47M)

Holders
177
Holders Change
+7
Holders Change %
+4.12%
% of All Funds
2.98%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
24
Increased
81
Reduced
45
Closed
16
Calls
$1.4M
Puts
$336K
Net Calls
+$1.07M
Net Calls Change
-$858K
Name Holding Trade Value Shares
Change
Change in
Stake
SHIM
26
Stone House Investment Management
Pennsylvania
$3.21M -$1.11M -50,691 -23%
Citadel Advisors
27
Citadel Advisors
Florida
$3.12M -$54.3K -2,483 -2%
ACM
28
AlphaStar Capital Management
North Carolina
$2.94M +$929K +42,502 +39%
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$2.81M +$2.53M +115,581 +396%
SC
30
Sinecera Capital
Texas
$2.81M
Northern Trust
31
Northern Trust
Illinois
$2.63M +$2.12M +97,189 +255%
JCM
32
Jacobi Capital Management
Pennsylvania
$2.57M +$28.1K +1,288 +1%
NA
33
NewEdge Advisors
Louisiana
$2.48M +$517K +23,664 +23%
BCM
34
Brookstone Capital Management
Illinois
$2.44M +$129K +5,908 +5%
PFGIA
35
Patriot Financial Group Insurance Agency
Massachusetts
$2.4M +$131K +5,979 +5%
FTS
36
Fifth Third Securities
Ohio
$2.33M +$2.63M +120,373 New
AWM
37
AE Wealth Management
Kansas
$2.22M +$99.3K +4,545 +4%
Mariner
38
Mariner
Kansas
$2.13M +$199K +9,110 +9%
Renaissance Technologies
39
Renaissance Technologies
New York
$1.98M +$2.22M +101,800 New
5L
40
55I LLC
Massachusetts
$1.96M -$435K -19,914 -16%
LG
41
Leuthold Group
Minnesota
$1.96M +$589K +26,965 +36%
MA
42
Maxele Advisors
Missouri
$1.92M +$311K +14,245 +17%
UBS Group
43
UBS Group
Switzerland
$1.86M -$246K -11,277 -11%
PWMG
44
Pinnacle Wealth Management Group
Michigan
$1.83M +$13K +593 +0.6%
FSC
45
Full Sail Capital
Oklahoma
$1.82M -$71.9K -3,291 -3%
OCM
46
One Capital Management
California
$1.76M +$1.45M +66,541 +277%
EWM
47
EPG Wealth Management
Georgia
$1.71M +$10.5K +479 +0.5%
CW
48
CreativeOne Wealth
Kansas
$1.69M -$1.21M -55,326 -39%
MWM
49
Maltin Wealth Management
New Jersey
$1.61M -$17.3K -794 -0.9%
HMS
50
Hanseatic Management Services
New Mexico
$1.59M -$425K -19,464 -19%