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Fidelity MSCI Energy Index ETF

149 hedge funds and large institutions have $315M invested in Fidelity MSCI Energy Index ETF in 2021 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 52 increasing their positions, 38 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

255% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 11

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

37% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 38

26% more capital invested

Capital invested by funds: $251M → $315M (+$64.1M)

20% more funds holding

Funds holding: 124149 (+25)

3.62% more ownership

Funds ownership: 27%30.63% (+3.6%)

63% less call options, than puts

Call options by funds: $241K | Put options by funds: $648K

Holders
149
Holders Change
+25
Holders Change %
+20.16%
% of All Funds
2.29%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
39
Increased
52
Reduced
38
Closed
11
Calls
$241K
Puts
$648K
Net Calls
-$407K
Net Calls Change
-$1.38M
Name Holding Trade Value Shares
Change
Change in
Stake
BWM
51
BNC Wealth Management
Oregon
$843K +$5.37K +346 +0.6%
RSWM
52
Robertson Stephens Wealth Management
California
$802K -$120K -7,750 -13%
LNC
53
Lincoln National Corp
Pennsylvania
$790K -$273K -17,567 -25%
FTS
54
Fifth Third Securities
Ohio
$766K +$27.6K +1,778 +4%
LA
55
Lynch & Associates
Indiana
$723K +$4.56K +294 +0.6%
NA
56
NewEdge Advisors
Louisiana
$636K +$650K +41,909 New
Citadel Advisors
57
Citadel Advisors
Florida
$629K -$1.37M -88,228 -68%
BOM
58
Bank of Marin
California
$598K -$62 -4 -0%
CCM
59
Cribstone Capital Management
Maine
$551K -$2.2K -142 -0.4%
PCM
60
Parsons Capital Management
Rhode Island
$549K -$20.2K -1,304 -3%
GGS
61
Galvin Gaustad & Stein
Arizona
$541K -$544K -35,031 -50%
Northern Trust
62
Northern Trust
Illinois
$531K
CIA
63
Capital Investment Advisors
Georgia
$496K -$30.6K -1,971 -6%
Ameriprise
64
Ameriprise
Minnesota
$493K +$29.2K +1,884 +6%
MA
65
Mutual Advisors
Nebraska
$485K -$7.26K -468 -1%
TRIA
66
Trail Ridge Investment Advisors
Colorado
$443K +$453K +29,202 New
PVH
67
Psagot Value Holdings
Israel
$432K -$782K -50,405 -64%
RJA
68
Raymond James & Associates
Florida
$429K
ACA
69
Atlas Capital Advisors
Wyoming
$413K +$304K +19,559 +256%
EH
70
Equitable Holdings
New York
$412K +$107K +6,915 +34%
Qube Research & Technologies (QRT)
71
Qube Research & Technologies (QRT)
United Kingdom
$395K +$223K +14,371 +123%
BWM
72
Birchcreek Wealth Management
Ohio
$394K -$4.05K -261 -1%
SSWM
73
Smith Salley Wealth Management
North Carolina
$376K +$33.8K +2,179 +10%
KPWS
74
Kestra Private Wealth Services
Texas
$368K +$119K +7,682 +46%
CPA
75
Court Place Advisors
Maryland
$352K -$112K -7,189 -24%