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Fidelity MSCI Energy Index ETF

203 hedge funds and large institutions have $523M invested in Fidelity MSCI Energy Index ETF in 2024 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 73 increasing their positions, 71 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,131% more call options, than puts

Call options by funds: $580K | Put options by funds: $26K

10% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 21

3% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 71

0% more funds holding

Funds holding: 203203 (0)

6.54% less ownership

Funds ownership: 40.54%34% (-6.5%)

30% less capital invested

Capital invested by funds: $744M → $523M (-$221M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
203
Holders Change
Holders Change %
0%
% of All Funds
2.91%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
23
Increased
73
Reduced
71
Closed
21
Calls
$580K
Puts
$26K
Net Calls
+$554K
Net Calls Change
-$221K
Name Holding Trade Value Shares
Change
Change in
Stake
Kovitz Investment Group Partners
26
Kovitz Investment Group Partners
Illinois
$3.79M -$1.24M -50,666 -24%
ASN
27
Advisory Services Network
Georgia
$3.58M
Mariner
28
Mariner
Kansas
$3.23M -$59.9K -2,436 -2%
Stifel Financial
29
Stifel Financial
Missouri
$3.14M -$16.1K -655 -0.5%
Ameriprise
30
Ameriprise
Minnesota
$3.14M -$854K -34,759 -21%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$3.06M +$70.1K +2,852 +2%
TRIA
32
Trail Ridge Investment Advisors
Colorado
$2.84M -$270 -11 -0%
PWA
33
Primoris Wealth Advisors
Florida
$2.79M +$3.1M +126,063 New
JCM
34
Jacobi Capital Management
Pennsylvania
$2.71M -$104K -4,244 -4%
AWM
35
AE Wealth Management
Kansas
$2.49M -$34.8K -1,417 -1%
YWM
36
Yoder Wealth Management
California
$2.31M +$111K +4,514 +5%
Citadel Advisors
37
Citadel Advisors
Florida
$2.3M -$68.2K -2,775 -3%
PG
38
Prostatis Group
Maryland
$2.29M +$2.33M +94,922 New
SS
39
Sunbelt Securities
Texas
$2.18M +$1.28M +52,203 +137%
MWM
40
Maltin Wealth Management
New Jersey
$2.06M +$125K +5,069 +6%
HCA
41
Heck Capital Advisors
Wisconsin
$1.83M +$9.56K +389 +0.5%
FIM
42
Freedom Investment Management
Connecticut
$1.75M -$185K -7,517 -9%
AAS
43
Avantax Advisory Services
Texas
$1.63M +$726K +29,532 +78%
PFGIA
44
Patriot Financial Group Insurance Agency
Massachusetts
$1.56M +$63.9K +2,599 +4%
SSW
45
Smith Shellnut Wilson
Mississippi
$1.54M +$1.57M +63,829 New
JP Morgan Chase
46
JP Morgan Chase
New York
$1.49M -$261K -10,609 -15%
SSWM
47
Smith Salley Wealth Management
North Carolina
$1.45M +$40.6K +1,651 +3%
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$1.39M +$16.2K +661 +1%
FP
49
Financial Perspectives
Minnesota
$1.32M +$663 +27 +0%
SWA
50
Stratos Wealth Advisors
Ohio
$1.26M -$53.6K -2,182 -4%