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Fidelity MSCI Energy Index ETF

189 hedge funds and large institutions have $594M invested in Fidelity MSCI Energy Index ETF in 2023 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 66 increasing their positions, 64 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

4,629% more call options, than puts

Call options by funds: $3.07M | Put options by funds: $65K

107% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 15

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

16% more capital invested

Capital invested by funds: $510M → $594M (+$83.8M)

9% more funds holding

Funds holding: 173189 (+16)

3% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 64

0.94% more ownership

Funds ownership: 34.38%35.32% (+0.94%)

Holders
189
Holders Change
+16
Holders Change %
+9.25%
% of All Funds
3%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
31
Increased
66
Reduced
64
Closed
15
Calls
$3.07M
Puts
$65K
Net Calls
+$3.01M
Net Calls Change
+$1.67M
Name Holding Trade Value Shares
Change
Change in
Stake
DFG
26
Demars Financial Group
Washington
$4.65M -$526K -21,887 -11%
NA
27
NewEdge Advisors
Louisiana
$4.46M +$448K +18,642 +12%
Mariner
28
Mariner
Kansas
$4.3M +$1.76M +73,236 +74%
EFM
29
Eley Financial Management
Vermont
$4.3M -$20.8K -865 -0.5%
Stifel Financial
30
Stifel Financial
Missouri
$4.28M -$116K -4,847 -3%
MML Investors Services
31
MML Investors Services
Massachusetts
$4.08M -$27.7K -1,152 -0.7%
Ameriprise
32
Ameriprise
Minnesota
$3.96M +$507K +21,097 +15%
AM
33
AGF Management
Ontario, Canada
$3.82M +$1.51M +62,977 +70%
TW
34
Transform Wealth
Colorado
$3.77M +$3.64M +151,375 New
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$3.73M -$535K -22,284 -13%
PFGIA
36
Patriot Financial Group Insurance Agency
Massachusetts
$3.41M +$101K +4,203 +3%
Prudential Financial
37
Prudential Financial
New Jersey
$3.41M -$1.35M -56,125 -29%
WQ
38
Wealth Quarterback
New Jersey
$3.37M -$88K -3,663 -3%
TRIA
39
Trail Ridge Investment Advisors
Colorado
$3.35M +$9.73K +405 +0.3%
SC
40
Sinecera Capital
Texas
$3.23M +$494K +20,564 +19%
JCM
41
Jacobi Capital Management
Pennsylvania
$3.04M -$32.8K -1,365 -1%
Cetera Investment Advisers
42
Cetera Investment Advisers
Illinois
$3M -$131K -5,452 -4%
FIM
43
Freedom Investment Management
Connecticut
$2.78M +$2.25M +93,678 +521%
BFA
44
Beaumont Financial Advisors
Massachusetts
$2.62M +$249K +10,383 +11%
SPIA
45
Steward Partners Investment Advisory
New York
$2.13M +$2.05M +85,170 +41,956%
ASN
46
Advisory Services Network
Georgia
$2.12M +$175K +7,286 +9%
SS
47
Sunbelt Securities
Texas
$1.91M +$769K +32,012 +72%
HMS
48
Hanseatic Management Services
New Mexico
$1.8M -$17.7K -737 -1%
MWM
49
Maltin Wealth Management
New Jersey
$1.78M +$67.5K +2,808 +4%
LG
50
Leuthold Group
Minnesota
$1.77M -$13.8K -573 -0.8%