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Fidelity MSCI Energy Index ETF

209 hedge funds and large institutions have $784M invested in Fidelity MSCI Energy Index ETF in 2024 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 74 increasing their positions, 71 reducing their positions, and 22 closing their positions.

Holders
209
Holders Change
+11
Holders Change %
+5.56%
% of All Funds
3.03%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
34
Increased
74
Reduced
71
Closed
22
Calls
$1.02M
Puts
$512K
Net Calls
+$512K
Net Calls Change
-$1.45M
Name Market Value Shares Shares
Change
Shares
Change %
AM
26
AGF Management
Ontario, Canada
$4.41M 170,299 -47,567 -22%
EFM
27
Eley Financial Management
Vermont
$4.36M 168,663 -280 -0.2%
MML Investors Services
28
MML Investors Services
Massachusetts
$4.34M 167,687 +1,916 +1%
Mariner
29
Mariner
Kansas
$4.29M 165,993 -108 -0.1%
ASN
30
Advisory Services Network
Georgia
$4.23M 163,462 +15,892 +11%
Stifel Financial
31
Stifel Financial
Missouri
$4.04M 156,143 -3,844 -2%
NA
32
NewEdge Advisors
Louisiana
$3.91M 151,035 +31,215 +26%
JCM
33
Jacobi Capital Management
Pennsylvania
$3.1M 119,696 +525 +0.4%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$3.1M 119,624 -10,038 -8%
D.E. Shaw & Co
35
D.E. Shaw & Co
New York
$3.09M 119,420 +119,420 New
Goldman Sachs
36
Goldman Sachs
New York
$2.91M 112,352 +73,137 +187%
TRIA
37
Trail Ridge Investment Advisors
Colorado
$2.88M 111,262 -16,677 -13%
Citadel Advisors
38
Citadel Advisors
Florida
$2.76M 106,767 +22,807 +27%
RJA
39
Raymond James & Associates
Florida
$2.73M 105,537 +20,626 +24%
RA
40
RFG Advisory
Alabama
$2.5M 96,567 -33,000 -25%
SPIA
41
Steward Partners Investment Advisory
New York
$2.34M 90,610 -2,481 -3%
YWM
42
Yoder Wealth Management
California
$2.24M 86,400 +13,127 +18%
SPC
43
Sigma Planning Corp
Michigan
$2.21M 85,520 +31,694 +59%
JPMorgan Chase & Co
44
JPMorgan Chase & Co
New York
$2.14M 82,686 -307,694 -79%
VWM
45
VCI Wealth Management
Missouri
$2.12M 82,061 -13,385 -14%
FIM
46
Freedom Investment Management
Connecticut
$2.09M 80,708 -19,399 -19%
HCA
47
Heck Capital Advisors
Wisconsin
$2M 77,370 +670 +0.9%
IA
48
IFP Advisors
Florida
$1.99M 77,051 -104,781 -58%
MWM
49
Maltin Wealth Management
New Jersey
$1.99M 76,758 +6,405 +9%
LG
50
Leuthold Group
Minnesota
$1.96M 75,866 +2,677 +4%