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Fidelity MSCI Energy Index ETF

173 hedge funds and large institutions have $510M invested in Fidelity MSCI Energy Index ETF in 2023 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 67 increasing their positions, 72 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,521% more call options, than puts

Call options by funds: $1.39M | Put options by funds: $53K

17% more capital invested

Capital invested by funds: $436M → $510M (+$74.7M)

3.01% more ownership

Funds ownership: 31.37%34.38% (+3%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

7% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 72

9% less funds holding

Funds holding: 191173 (-18)

57% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 30

Holders
173
Holders Change
-18
Holders Change %
-9.42%
% of All Funds
2.72%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
13
Increased
67
Reduced
72
Closed
30
Calls
$1.39M
Puts
$53K
Net Calls
+$1.34M
Net Calls Change
-$349K
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
51
Susquehanna International Group
Pennsylvania
$1.32M -$1.01M -45,883 -44%
FTS
52
Fifth Third Securities
Ohio
$1.25M -$227K -10,280 -15%
SWA
53
Stratos Wealth Advisors
Ohio
$1.23M +$14.8K +672 +1%
FP
54
Financial Perspectives
Minnesota
$1.22M +$9.57K +433 +0.8%
Northwestern Mutual Wealth Management
55
Northwestern Mutual Wealth Management
Wisconsin
$1.2M -$13M -590,408 -92%
Truist Financial
56
Truist Financial
North Carolina
$1.14M -$2.93M -132,846 -72%
FA
57
Faithward Advisors
Pennsylvania
$1.11M -$43.4K -1,964 -4%
SSWM
58
Sheets Smith Wealth Management
North Carolina
$1.11M -$6.83K -309 -0.6%
VCM
59
Virtue Capital Management
Tennessee
$1.09M +$81.8K +3,702 +8%
LA
60
Lynch & Associates
Indiana
$1.07M -$22.3K -1,008 -2%
EFS
61
Essex Financial Services
Connecticut
$1.07M -$68K -3,078 -6%
HCA
62
Heck Capital Advisors
Wisconsin
$1.05M -$79.5K -3,598 -7%
RJA
63
Raymond James & Associates
Florida
$1.02M +$184K +8,334 +22%
EWM
64
EPG Wealth Management
Georgia
$1.01M +$1.86K +84 +0.2%
GJIA
65
Glass Jacobson Investment Advisors
Maryland
$991K +$988K +44,736 New
SS
66
Sunbelt Securities
Texas
$990K +$71K +3,216 +8%
WWM
67
Western Wealth Management
Colorado
$987K -$19K -859 -2%
PCM
68
Parsons Capital Management
Rhode Island
$925K +$15K +680 +2%
PAG
69
Private Advisor Group
New Jersey
$894K +$31.5K +1,424 +4%
CAN
70
Cetera Advisor Networks
California
$835K -$215K -9,737 -21%
HCA
71
Hyperion Capital Advisors
New York
$831K
Fidelity Investments
72
Fidelity Investments
Massachusetts
$806K +$95K +4,301 +13%
RJFSA
73
Raymond James Financial Services Advisors
Florida
$792K +$6.63K +300 +0.8%
BOM
74
Bank of Marin
California
$791K -$27K -1,222 -3%
VC
75
Vicus Capital
Pennsylvania
$726K -$13.9K -629 -2%