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Fidelity MSCI Energy Index ETF

203 hedge funds and large institutions have $744M invested in Fidelity MSCI Energy Index ETF in 2024 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 77 increasing their positions, 64 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

934% more call options, than puts

Call options by funds: $858K | Put options by funds: $83K

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

20% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 64

7% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 29

2.6% less ownership

Funds ownership: 43.15%40.54% (-2.6%)

3% less funds holding

Funds holding: 209203 (-6)

5% less capital invested

Capital invested by funds: $784M → $744M (-$40.1M)

Holders
203
Holders Change
-6
Holders Change %
-2.87%
% of All Funds
2.93%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
27
Increased
77
Reduced
64
Closed
29
Calls
$858K
Puts
$83K
Net Calls
+$775K
Net Calls Change
+$263K
Name Holding Trade Value Shares
Change
Change in
Stake
BFA
51
Beaumont Financial Advisors
Massachusetts
$1.39M +$486 +19 +0%
FP
52
Financial Perspectives
Minnesota
$1.37M +$870 +34 +0.1%
SWA
53
Stratos Wealth Advisors
Ohio
$1.37M +$384 +15 +0%
SC
54
Sinecera Capital
Texas
$1.29M +$14.1K +552 +1%
SPIA
55
Steward Partners Investment Advisory
New York
$1.29M -$1M -39,252 -43%
Prudential Financial
56
Prudential Financial
New Jersey
$1.27M -$78.7K -3,078 -6%
Belvedere Trading
57
Belvedere Trading
Illinois
$1.27M +$1.29M +50,546 New
LA
58
Lynch & Associates
Indiana
$1.26M +$16.1K +631 +1%
GJIA
59
Glass Jacobson Investment Advisors
Maryland
$1.21M -$31.3K -1,223 -2%
EWM
60
EPG Wealth Management
Georgia
$1.15M -$1.14M -44,402 Closed
SSWM
61
Sheets Smith Wealth Management
North Carolina
$1.15M -$4.86K -190 -0.4%
IAN
62
Integrated Advisors Network
Texas
$1.11M +$182K +7,134 +19%
Northern Trust
63
Northern Trust
Illinois
$1.1M -$10.5K -410 -0.9%
DADC
64
D.A. Davidson & Co
Montana
$1.09M +$91K +3,560 +9%
PCM
65
Parsons Capital Management
Rhode Island
$1.06M +$5.12K +200 +0.5%
Goldman Sachs
66
Goldman Sachs
New York
$967K -$1.89M -73,794 -66%
TI
67
Trexquant Investment
Connecticut
$967K +$986K +38,538 New
SS
68
Sunbelt Securities
Texas
$957K +$43.6K +1,705 +5%
AAS
69
Avantax Advisory Services
Texas
$954K +$973K +38,029 New
SWP
70
Stratos Wealth Partners
Ohio
$935K +$592K +23,151 +164%
BAM
71
Belpointe Asset Management
Nevada
$928K +$946K +36,981 New
FSC
72
Full Sail Capital
Oklahoma
$871K -$14K -546 -2%
VWM
73
VCI Wealth Management
Missouri
$862K -$1.22M -47,704 -58%
Natixis Advisors
74
Natixis Advisors
Massachusetts
$847K +$863K +33,754 New
AAS
75
Ameritas Advisory Services
Nebraska
$825K +$1.41K +55 +0.2%