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Fidelity MSCI Energy Index ETF

173 hedge funds and large institutions have $510M invested in Fidelity MSCI Energy Index ETF in 2023 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 67 increasing their positions, 72 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,521% more call options, than puts

Call options by funds: $1.39M | Put options by funds: $53K

17% more capital invested

Capital invested by funds: $436M → $510M (+$74.7M)

3.01% more ownership

Funds ownership: 31.37%34.38% (+3%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

7% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 72

9% less funds holding

Funds holding: 191173 (-18)

57% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 30

Holders
173
Holders Change
-18
Holders Change %
-9.42%
% of All Funds
2.72%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
13
Increased
67
Reduced
72
Closed
30
Calls
$1.39M
Puts
$53K
Net Calls
+$1.34M
Net Calls Change
-$349K
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
26
Stifel Financial
Missouri
$3.92M +$3.09K +140 +0.1%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$3.81M -$994K -44,987 -21%
EFM
28
Eley Financial Management
Vermont
$3.77M +$27.3K +1,235 +0.7%
MML Investors Services
29
MML Investors Services
Massachusetts
$3.65M -$2.71M -122,520 -43%
NA
30
NewEdge Advisors
Louisiana
$3.55M +$602K +27,243 +20%
WQ
31
Wealth Quarterback
New Jersey
$3.08M +$399K +18,042 +15%
Ameriprise
32
Ameriprise
Minnesota
$3.05M +$836K +37,836 +38%
TRIA
33
Trail Ridge Investment Advisors
Colorado
$2.97M -$97.6K -4,416 -3%
PFGIA
34
Patriot Financial Group Insurance Agency
Massachusetts
$2.94M +$75.6K +3,423 +3%
Cetera Investment Advisers
35
Cetera Investment Advisers
Illinois
$2.79M +$193K +8,735 +7%
JCM
36
Jacobi Capital Management
Pennsylvania
$2.74M -$129K -5,834 -5%
SC
37
Sinecera Capital
Texas
$2.42M -$47.5K -2,151 -2%
Mariner
38
Mariner
Kansas
$2.2M -$200K -9,031 -8%
BFA
39
Beaumont Financial Advisors
Massachusetts
$2.12M
Citadel Advisors
40
Citadel Advisors
Florida
$2.08M +$2.07M +93,712 New
RA
41
RFG Advisory
Alabama
$2.01M -$819K -37,066 -29%
AM
42
AGF Management
Ontario, Canada
$2M -$446K -20,195 -18%
Janney Montgomery Scott
43
Janney Montgomery Scott
Pennsylvania
$1.89M +$90.7K +4,104 +5%
ASN
44
Advisory Services Network
Georgia
$1.73M -$62.1K -2,813 -3%
FSC
45
Full Sail Capital
Oklahoma
$1.7M -$300K -13,581 -15%
HMS
46
Hanseatic Management Services
New Mexico
$1.62M +$164K +7,441 +11%
LG
47
Leuthold Group
Minnesota
$1.58M -$1.59M -72,055 -50%
YWM
48
Yoder Wealth Management
California
$1.57M +$9.74K +441 +0.6%
MWM
49
Maltin Wealth Management
New Jersey
$1.52M +$31.8K +1,439 +2%
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$1.49M +$439K +19,881 +42%