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Fidelity MSCI Energy Index ETF

164 hedge funds and large institutions have $415M invested in Fidelity MSCI Energy Index ETF in 2022 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 50 increasing their positions, 75 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

0.4% more ownership

Funds ownership: 30.04%30.43% (+0.4%)

0% less capital invested

Capital invested by funds: $417M → $415M (-$2.08M)

7% less funds holding

Funds holding: 177164 (-13)

33% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 75

52% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 21

Holders
164
Holders Change
-13
Holders Change %
-7.34%
% of All Funds
2.83%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.1%
New
10
Increased
50
Reduced
75
Closed
21
Calls
$2.69M
Puts
Net Calls
+$2.69M
Net Calls Change
+$1.62M
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
26
Cutler Capital Management
Massachusetts
$4M +$502K +24,206 +14%
QAM
27
Q3 Asset Management
Michigan
$3.76M +$345K +16,647 +10%
Stifel Financial
28
Stifel Financial
Missouri
$3.45M -$24K -1,157 -0.7%
TRIA
29
Trail Ridge Investment Advisors
Colorado
$3.37M +$2.01M +97,118 +283%
SC
30
Sinecera Capital
Texas
$2.87M
LG
31
Leuthold Group
Minnesota
$2.76M +$795K +38,318 +38%
UBS Group
32
UBS Group
Switzerland
$2.72M +$860K +41,457 +43%
Northern Trust
33
Northern Trust
Illinois
$2.68M -$7.05K -340 -0.3%
JCM
34
Jacobi Capital Management
Pennsylvania
$2.65M +$19.9K +961 +0.7%
PFGIA
35
Patriot Financial Group Insurance Agency
Massachusetts
$2.54M +$85.2K +4,108 +3%
ACM
36
AlphaStar Capital Management
North Carolina
$2.51M -$526K -25,342 -17%
BCM
37
Brookstone Capital Management
Illinois
$2.4M -$378K -18,218 -14%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$2.39M +$1.37M +65,846 +121%
Citadel Advisors
39
Citadel Advisors
Florida
$2.39M -$837K -40,355 -25%
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$2.38M -$519K -25,005 -17%
Mariner
41
Mariner
Kansas
$2.35M +$175K +8,442 +8%
NA
42
NewEdge Advisors
Louisiana
$2.3M -$246K -11,841 -9%
5L
43
55I LLC
Massachusetts
$2.04M +$36.2K +1,745 +2%
MA
44
Maxele Advisors
Missouri
$2.04M +$75.3K +3,632 +4%
CW
45
Connectus Wealth
Ohio
$1.84M +$771K +37,181 +67%
FSC
46
Full Sail Capital
Oklahoma
$1.81M -$51.9K -2,501 -3%
BFA
47
Beaumont Financial Advisors
Massachusetts
$1.79M -$3.11M -149,824 -62%
MWM
48
Maltin Wealth Management
New Jersey
$1.72M +$74K +3,568 +4%
HMS
49
Hanseatic Management Services
New Mexico
$1.7M +$78K +3,761 +5%
TA
50
TrueWealth Advisors
Alabama
$1.66M +$513K +24,742 +42%