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Fidelity MSCI Energy Index ETF

191 hedge funds and large institutions have $436M invested in Fidelity MSCI Energy Index ETF in 2023 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 74 increasing their positions, 67 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

6,740% more call options, than puts

Call options by funds: $1.71M | Put options by funds: $25K

25% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 16

10% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 67

0.29% more ownership

Funds ownership: 31.09%31.37% (+0.29%)

0% more funds holding

Funds holding: 191191 (0)

14% less capital invested

Capital invested by funds: $506M → $436M (-$70.5M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
191
Holders Change
Holders Change %
0%
% of All Funds
3.04%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
20
Increased
74
Reduced
67
Closed
16
Calls
$1.71M
Puts
$25K
Net Calls
+$1.69M
Net Calls Change
-$165K
Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
26
Truist Financial
North Carolina
$4.14M -$453K -19,476 -10%
Stifel Financial
27
Stifel Financial
Missouri
$3.96M -$66.9K -2,875 -2%
EFM
28
Eley Financial Management
Vermont
$3.79M +$113K +4,837 +3%
TW
29
Transform Wealth
Colorado
$3.66M +$1.6M +68,516 +72%
JP Morgan Chase
30
JP Morgan Chase
New York
$3.28M +$1.07M +46,103 +46%
LG
31
Leuthold Group
Minnesota
$3.22M -$1.5M -64,325 -31%
TRIA
32
Trail Ridge Investment Advisors
Colorado
$3.11M +$152K +6,526 +5%
Northern Trust
33
Northern Trust
Illinois
$3.03M
JCM
34
Jacobi Capital Management
Pennsylvania
$2.9M -$83.6K -3,593 -3%
PFGIA
35
Patriot Financial Group Insurance Agency
Massachusetts
$2.9M +$46K +1,978 +2%
RA
36
RFG Advisory
Alabama
$2.86M +$235K +10,086 +9%
NA
37
NewEdge Advisors
Louisiana
$2.81M -$698K -29,977 -18%
WQ
38
Wealth Quarterback
New Jersey
$2.72M +$67.9K +2,915 +2%
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$2.63M +$624K +26,810 +30%
HF
40
HRT Financial
New York
$2.55M +$2.64M +113,578 New
SC
41
Sinecera Capital
Texas
$2.5M -$15.2K -652 -0.6%
AM
42
AGF Management
Ontario, Canada
$2.48M +$1.02M +43,962 +66%
Mariner
43
Mariner
Kansas
$2.43M -$35.1K -1,509 -1%
QAM
44
Q3 Asset Management
Michigan
$2.38M -$1.4M -60,335 -36%
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
$2.37M +$215K +9,219 +10%
Ameriprise
46
Ameriprise
Minnesota
$2.24M -$985K -42,296 -30%
BFA
47
Beaumont Financial Advisors
Massachusetts
$2.12M -$108K -4,618 -5%
FSC
48
Full Sail Capital
Oklahoma
$2.02M +$18K +772 +0.9%
Janney Montgomery Scott
49
Janney Montgomery Scott
Pennsylvania
$1.82M +$1.88M +80,959 New
ASN
50
Advisory Services Network
Georgia
$1.81M +$107K +4,579 +6%