We are live on ! Find out more
FENY icon

Fidelity MSCI Energy Index ETF

177 hedge funds and large institutions have $417M invested in Fidelity MSCI Energy Index ETF in 2022 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 81 increasing their positions, 45 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

318% more call options, than puts

Call options by funds: $1.4M | Put options by funds: $336K

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

80% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 45

50% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 16

4% more funds holding

Funds holding: 170177 (+7)

1.09% more ownership

Funds ownership: 28.94%30.04% (+1.1%)

2% less capital invested

Capital invested by funds: $426M → $417M (-$9.47M)

Holders
177
Holders Change
+7
Holders Change %
+4.12%
% of All Funds
2.98%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
24
Increased
81
Reduced
45
Closed
16
Calls
$1.4M
Puts
$336K
Net Calls
+$1.07M
Net Calls Change
-$858K
Name Holding Trade Value Shares
Change
Change in
Stake
IA
51
IFP Advisors
Florida
$1.56M
FA
52
Faithward Advisors
Pennsylvania
$1.54M -$79.6K -3,643 -4%
ASN
53
Advisory Services Network
Georgia
$1.47M +$123K +5,629 +8%
FPGK
54
Financial Partners Group (Kansas)
Kansas
$1.46M -$247K -11,327 -13%
VCM
55
Virtue Capital Management
Tennessee
$1.45M +$46.3K +2,120 +3%
HCA
56
Heck Capital Advisors
Wisconsin
$1.36M +$321K +14,696 +26%
Jane Street
57
Jane Street
New York
$1.31M -$1.39M -63,723 -48%
EFS
58
Essex Financial Services
Connecticut
$1.25M +$1.02M +46,669 +267%
TA
59
TrueWealth Advisors
Alabama
$1.14M +$1.29M +58,831 New
Goldman Sachs
60
Goldman Sachs
New York
$1.1M +$442K +20,214 +55%
CW
61
Connectus Wealth
Ohio
$1.08M -$6.43M -294,117 -84%
SS
62
Sunbelt Securities
Texas
$1.06M -$507K -23,189 -30%
Royal Bank of Canada
63
Royal Bank of Canada
Ontario, Canada
$1.06M -$1.37M -62,590 -53%
SSWM
64
Sheets Smith Wealth Management
North Carolina
$1.04M -$1.26M -57,780 -52%
LA
65
Lynch & Associates
Indiana
$1.01M +$31.4K +1,435 +3%
SWA
66
Stratos Wealth Advisors
Ohio
$1.01M -$109K -4,998 -9%
WWM
67
Western Wealth Management
Colorado
$887K +$67.8K +3,103 +7%
FP
68
Financial Perspectives
Minnesota
$848K +$284 +13 +0%
PCM
69
Parsons Capital Management
Rhode Island
$799K +$128K +5,840 +17%
Qube Research & Technologies (QRT)
70
Qube Research & Technologies (QRT)
United Kingdom
$787K +$557K +25,486 +169%
BOM
71
Bank of Marin
California
$776K -$9.31K -426 -1%
BWM
72
Birchcreek Wealth Management
Ohio
$775K +$326K +14,937 +60%
KPWS
73
Kestra Private Wealth Services
Texas
$766K +$208K +9,498 +32%
ACA
74
Atlas Capital Advisors
Wyoming
$748K +$75.5K +3,454 +10%
DFG
75
Demars Financial Group
Washington
$741K +$138K +6,296 +20%