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Fidelity MSCI Energy Index ETF

222 hedge funds and large institutions have $510M invested in Fidelity MSCI Energy Index ETF in 2024 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 73 increasing their positions, 65 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

7,625% more call options, than puts

Call options by funds: $927K | Put options by funds: $12K

156% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 18

12% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 65

9% more funds holding

Funds holding: 203222 (+19)

0.45% more ownership

Funds ownership: 34%34.45% (+0.45%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less capital invested

Capital invested by funds: $523M → $510M (-$12.5M)

Holders
222
Holders Change
+19
Holders Change %
+9.36%
% of All Funds
2.92%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
46
Increased
73
Reduced
65
Closed
18
Calls
$927K
Puts
$12K
Net Calls
+$915K
Net Calls Change
+$361K
Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$3.27M -$3.57M -142,427 -51%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$3.13M +$114K +4,543 +4%
Stifel Financial
28
Stifel Financial
Missouri
$3.05M -$67.4K -2,689 -2%
Mariner
29
Mariner
Kansas
$2.82M -$395K -15,768 -12%
MMA
30
Miracle Mile Advisors
California
$2.82M +$2.96M +118,320 New
TRIA
31
Trail Ridge Investment Advisors
Colorado
$2.79M +$28.9K +1,153 +1%
JCM
32
Jacobi Capital Management
Pennsylvania
$2.66M -$31.7K -1,267 -1%
SS
33
Sunbelt Securities
Texas
$2.53M +$427K +17,029 +19%
MA
34
Maxele Advisors
Missouri
$2.49M +$2.61M +104,360 New
YWM
35
Yoder Wealth Management
California
$2.43M +$153K +6,127 +6%
BNP Paribas Financial Markets
36
BNP Paribas Financial Markets
France
$2.4M +$2.52M +100,600 New
CWM
37
Centric Wealth Management
Illinois
$2.27M +$2.39M +95,313 New
MWM
38
Maltin Wealth Management
New Jersey
$2.08M +$39.2K +1,563 +2%
QC
39
Quadrature Capital
United Kingdom
$1.94M +$2.04M +81,243 New
HCA
40
Heck Capital Advisors
Wisconsin
$1.8M -$5.29K -211 -0.3%
FIM
41
Freedom Investment Management
Connecticut
$1.71M -$23.4K -934 -1%
AFM
42
Aspetuck Financial Management
Connecticut
$1.66M +$1.75M +69,666 New
KPWS
43
Kestra Private Wealth Services
Texas
$1.63M -$2.33M -92,910 -58%
JP Morgan Chase
44
JP Morgan Chase
New York
$1.62M +$153K +6,121 +10%
PFGIA
45
Patriot Financial Group Insurance Agency
Massachusetts
$1.57M +$25.7K +1,024 +2%
Citadel Advisors
46
Citadel Advisors
Florida
$1.35M -$976K -38,970 -41%
AAS
47
Avantax Advisory Services
Texas
$1.31M -$314K -12,546 -19%
FP
48
Financial Perspectives
Minnesota
$1.31M +$576 +23 +0%
TRCT
49
Tower Research Capital (TRC)
New York
$1.28M +$802K +32,016 +148%
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$1.28M -$101K -4,024 -7%