We are live on ! Find out more
FENY icon

Fidelity MSCI Energy Index ETF

123 hedge funds and large institutions have $247M invested in Fidelity MSCI Energy Index ETF in 2021 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 48 increasing their positions, 38 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 14

26% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 38

18% more capital invested

Capital invested by funds: $210M → $247M (+$37.3M)

3% more funds holding

Funds holding: 120123 (+3)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.25% less ownership

Funds ownership: 25.01%24.76% (-0.25%)

Holders
123
Holders Change
+3
Holders Change %
+2.5%
% of All Funds
2.14%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
18
Increased
48
Reduced
38
Closed
14
Calls
$615K
Puts
Net Calls
+$615K
Net Calls Change
-$4K
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
51
Arkadios Wealth Advisors
Georgia
$553K +$504K +35,731 +1,968%
RJFSA
52
Raymond James Financial Services Advisors
Florida
$547K -$71.2K -5,042 -12%
PCM
53
Parsons Capital Management
Rhode Island
$542K -$212 -15 -0%
Ameriprise
54
Ameriprise
Minnesota
$526K +$127K +9,012 +34%
MA
55
Mutual Advisors
Nebraska
$525K +$52.7K +3,735 +12%
CIA
56
Capital Investment Advisors
Georgia
$520K -$17.7K -1,254 -3%
Northern Trust
57
Northern Trust
Illinois
$516K +$494K +35,000 New
CPA
58
Court Place Advisors
Maryland
$456K -$1.4K -99 -0.3%
FTUS
59
Flow Traders U.S.
New York
$452K +$432K +30,643 New
RJA
60
Raymond James & Associates
Florida
$402K +$116K +8,250 +43%
TIA
61
Traphagen Investment Advisors
New Jersey
$350K -$24.2K -1,716 -7%
BWM
62
Birchcreek Wealth Management
Ohio
$331K +$23.8K +1,689 +8%
Northwestern Mutual Wealth Management
63
Northwestern Mutual Wealth Management
Wisconsin
$315K -$52.5K -3,719 -15%
BCA
64
Bay Colony Advisors
Massachusetts
$289K +$198 +14 +0.1%
SSWM
65
Smith Salley Wealth Management
North Carolina
$282K +$17.5K +1,239 +7%
WA
66
WealthTrust Axiom
Pennsylvania
$268K +$35.3K +2,500 +16%
MHR
67
Matthew Hamilton Rosenberg
$263K
SCA
68
Snowden Capital Advisors
New York
$249K -$2.72K -193 -1%
MAFM
69
Mid Atlantic Financial Management
Pennsylvania
$247K +$236K +16,733 New
WWM
70
Western Wealth Management
Colorado
$240K +$230K +16,287 New
EH
71
Equitable Holdings
New York
$236K +$226K +15,988 New
GTAM
72
Global Trust Asset Management
Florida
$232K +$222K +15,757 New
SAM
73
Sequent Asset Management
Texas
$203K +$194K +13,755 New
Jane Street
74
Jane Street
New York
$196K -$669K -47,426 -78%
GWM
75
Geneos Wealth Management
Colorado
$193K