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Fidelity MSCI Energy Index ETF

191 hedge funds and large institutions have $506M invested in Fidelity MSCI Energy Index ETF in 2022 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 66 increasing their positions, 61 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,033% more call options, than puts

Call options by funds: $1.94M | Put options by funds: $91K

320% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 10

22% more capital invested

Capital invested by funds: $415M → $506M (+$91.2M)

16% more funds holding

Funds holding: 164191 (+27)

8% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 61

0.65% more ownership

Funds ownership: 30.43%31.09% (+0.65%)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
191
Holders Change
+27
Holders Change %
+16.46%
% of All Funds
3.07%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
42
Increased
66
Reduced
61
Closed
10
Calls
$1.94M
Puts
$91K
Net Calls
+$1.85M
Net Calls Change
-$837K
Name Holding Trade Value Shares
Change
Change in
Stake
FSC
51
Full Sail Capital
Oklahoma
$2.13M -$41.7K -1,747 -2%
TA
52
TrueWealth Advisors
Alabama
$2.08M +$91.2K +3,823 +5%
HCA
53
Heck Capital Advisors
Wisconsin
$1.96M +$395K +16,546 +25%
MWM
54
Maltin Wealth Management
New Jersey
$1.84M -$225K -9,415 -11%
ASN
55
Advisory Services Network
Georgia
$1.82M +$248K +10,388 +16%
UBS Group
56
UBS Group
Switzerland
$1.78M -$1.49M -62,391 -45%
PWMG
57
Pinnacle Wealth Management Group
Michigan
$1.77M -$42.2K -1,767 -2%
FTS
58
Fifth Third Securities
Ohio
$1.64M -$89.9K -3,766 -5%
HMS
59
Hanseatic Management Services
New Mexico
$1.61M -$439K -18,403 -21%
EFS
60
Essex Financial Services
Connecticut
$1.6M +$88K +3,688 +6%
AM
61
AGF Management
Ontario, Canada
$1.59M +$1.59M +66,548 New
HAS
62
HBW Advisory Services
California
$1.47M +$1.47M +61,647 New
SS
63
Sunbelt Securities
Texas
$1.33M -$549 -23 -0%
FP
64
Financial Perspectives
Minnesota
$1.29M +$57.6K +2,412 +5%
SWA
65
Stratos Wealth Advisors
Ohio
$1.28M +$8.38K +351 +0.7%
SSWM
66
Sheets Smith Wealth Management
North Carolina
$1.27M -$4.2K -176 -0.3%
LA
67
Lynch & Associates
Indiana
$1.24M -$8.14K -341 -0.7%
FA
68
Faithward Advisors
Pennsylvania
$1.15M -$43.8K -1,836 -4%
Royal Bank of Canada
69
Royal Bank of Canada
Ontario, Canada
$1.15M -$1.72M -71,954 -60%
WWM
70
Western Wealth Management
Colorado
$1.1M -$27.4K -1,146 -2%
CAN
71
Cetera Advisor Networks
California
$1.09M +$772K +32,340 +241%
EWM
72
EPG Wealth Management
Georgia
$1.08M +$27.8K +1,165 +3%
GJIA
73
Glass Jacobson Investment Advisors
Maryland
$1.07M +$1.07M +44,853 New
VCM
74
Virtue Capital Management
Tennessee
$997K -$470K -19,703 -32%
PCM
75
Parsons Capital Management
Rhode Island
$983K +$955 +40 +0.1%