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Fidelity MSCI Energy Index ETF

191 hedge funds and large institutions have $436M invested in Fidelity MSCI Energy Index ETF in 2023 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 74 increasing their positions, 67 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

6,740% more call options, than puts

Call options by funds: $1.71M | Put options by funds: $25K

25% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 16

10% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 67

0.29% more ownership

Funds ownership: 31.09%31.37% (+0.29%)

0% more funds holding

Funds holding: 191191 (0)

14% less capital invested

Capital invested by funds: $506M → $436M (-$70.5M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
191
Holders Change
Holders Change %
0%
% of All Funds
3.04%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
20
Increased
74
Reduced
67
Closed
16
Calls
$1.71M
Puts
$25K
Net Calls
+$1.69M
Net Calls Change
-$165K
Name Holding Trade Value Shares
Change
Change in
Stake
TA
51
TrueWealth Advisors
Alabama
$1.72M -$248K -10,634 -12%
YWM
52
Yoder Wealth Management
California
$1.58M +$1.64M +70,251 New
MWM
53
Maltin Wealth Management
New Jersey
$1.51M -$233K -10,020 -13%
FTS
54
Fifth Third Securities
Ohio
$1.5M -$42.8K -1,838 -3%
HMS
55
Hanseatic Management Services
New Mexico
$1.47M -$45.2K -1,942 -3%
HAS
56
HBW Advisory Services
California
$1.41M +$25.5K +1,094 +2%
UBS Group
57
UBS Group
Switzerland
$1.3M -$395K -16,979 -23%
SWA
58
Stratos Wealth Advisors
Ohio
$1.23M +$25.7K +1,104 +2%
PWMG
59
Pinnacle Wealth Management Group
Michigan
$1.23M -$458K -19,653 -26%
FP
60
Financial Perspectives
Minnesota
$1.23M +$20.7K +889 +2%
EFS
61
Essex Financial Services
Connecticut
$1.15M -$369K -15,872 -24%
HCA
62
Heck Capital Advisors
Wisconsin
$1.15M -$720K -30,927 -38%
SSWM
63
Sheets Smith Wealth Management
North Carolina
$1.13M -$69.9K -3,001 -6%
GCWM
64
Graham Capital Wealth Management
District of Columbia
$1.11M +$115K +4,955 New
LA
65
Lynch & Associates
Indiana
$1.11M -$57.9K -2,487 -5%
Goldman Sachs
66
Goldman Sachs
New York
$1.07M +$471K +20,231 +73%
Royal Bank of Canada
67
Royal Bank of Canada
Ontario, Canada
$1.06M -$20.2K -868 -2%
CAN
68
Cetera Advisor Networks
California
$1.06M +$38.3K +1,645 +4%
VCM
69
Virtue Capital Management
Tennessee
$1.03M +$88.7K +3,809 +9%
EWM
70
EPG Wealth Management
Georgia
$1.02M +$4.07K +175 +0.4%
WWM
71
Western Wealth Management
Colorado
$1.02M -$15K -643 -1%
FA
72
Faithward Advisors
Pennsylvania
$998K -$31.8K -1,368 -3%
SS
73
Sunbelt Securities
Texas
$925K -$329K -14,124 -25%
PCM
74
Parsons Capital Management
Rhode Island
$922K -$3.61K -155 -0.4%
PAG
75
Private Advisor Group
New Jersey
$849K +$2.31K +99 +0.3%