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Fidelity MSCI Energy Index ETF

203 hedge funds and large institutions have $744M invested in Fidelity MSCI Energy Index ETF in 2024 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 77 increasing their positions, 64 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

934% more call options, than puts

Call options by funds: $858K | Put options by funds: $83K

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

20% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 64

7% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 29

2.6% less ownership

Funds ownership: 43.15%40.54% (-2.6%)

3% less funds holding

Funds holding: 209203 (-6)

5% less capital invested

Capital invested by funds: $784M → $744M (-$40.1M)

Holders
203
Holders Change
-6
Holders Change %
-2.87%
% of All Funds
2.93%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
27
Increased
77
Reduced
64
Closed
29
Calls
$858K
Puts
$83K
Net Calls
+$775K
Net Calls Change
+$263K
Name Holding Trade Value Shares
Change
Change in
Stake
NA
26
NewEdge Advisors
Louisiana
$4.24M +$458K +17,922 +12%
Ameriprise
27
Ameriprise
Minnesota
$4.18M -$561K -21,929 -12%
ASN
28
Advisory Services Network
Georgia
$3.58M -$534K -20,891 -13%
Mariner
29
Mariner
Kansas
$3.43M -$750K -29,312 -18%
Bank of America
30
Bank of America
North Carolina
$3.31M -$3.86M -151,098 -53%
Stifel Financial
31
Stifel Financial
Missouri
$3.29M -$638K -24,959 -16%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$3.11M +$114K +4,448 +4%
MML Investors Services
33
MML Investors Services
Massachusetts
$3.1M -$1.13M -43,993 -26%
JCM
34
Jacobi Capital Management
Pennsylvania
$2.93M -$70.8K -2,769 -2%
TRIA
35
Trail Ridge Investment Advisors
Colorado
$2.9M +$115K +4,489 +4%
AWM
36
AE Wealth Management
Kansas
$2.63M -$11.7M -458,070 -81%
Citadel Advisors
37
Citadel Advisors
Florida
$2.47M -$213K -8,342 -8%
RA
38
RFG Advisory
Alabama
$2.33M -$92.5K -3,618 -4%
YWM
39
Yoder Wealth Management
California
$2.29M +$127K +4,957 +6%
MWM
40
Maltin Wealth Management
New Jersey
$2.02M +$100K +3,929 +5%
FIM
41
Freedom Investment Management
Connecticut
$2.01M -$18.1K -708 -0.9%
LG
42
Leuthold Group
Minnesota
$1.92M +$17.1K +668 +0.9%
IA
43
IFP Advisors
Florida
$1.9M -$37.8K -1,478 -2%
HCA
44
Heck Capital Advisors
Wisconsin
$1.89M -$47.1K -1,842 -2%
JP Morgan Chase
45
JP Morgan Chase
New York
$1.82M -$262K -10,259 -12%
SPC
46
Sigma Planning Corp
Michigan
$1.76M -$389K -15,210 -18%
AWS
47
Atria Wealth Solutions
New York
$1.59M -$140K -5,471 -8%
PFGIA
48
Patriot Financial Group Insurance Agency
Massachusetts
$1.56M +$55.9K +2,184 +4%
SSWM
49
Smith Salley Wealth Management
North Carolina
$1.47M +$64.5K +2,524 +4%
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$1.43M +$101K +3,964 +7%