We are live on ! Find out more
FENY icon

Fidelity MSCI Energy Index ETF

203 hedge funds and large institutions have $523M invested in Fidelity MSCI Energy Index ETF in 2024 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 73 increasing their positions, 71 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,131% more call options, than puts

Call options by funds: $580K | Put options by funds: $26K

10% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 21

3% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 71

0% more funds holding

Funds holding: 203203 (0)

6.54% less ownership

Funds ownership: 40.54%34% (-6.5%)

30% less capital invested

Capital invested by funds: $744M → $523M (-$221M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
203
Holders Change
Holders Change %
0%
% of All Funds
2.91%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
23
Increased
73
Reduced
71
Closed
21
Calls
$580K
Puts
$26K
Net Calls
+$554K
Net Calls Change
-$221K
Name Holding Trade Value Shares
Change
Change in
Stake
LA
51
Lynch & Associates
Indiana
$1.25M +$41.9K +1,704 +3%
SC
52
Sinecera Capital
Texas
$1.24M +$98 +4 +0%
GJIA
53
Glass Jacobson Investment Advisors
Maryland
$1.17M +$9.9K +403 +0.8%
EWM
54
EPG Wealth Management
Georgia
$1.09M +$1.12M +45,412 New
DADC
55
D.A. Davidson & Co
Montana
$1.08M +$30.8K +1,252 +3%
SSWM
56
Sheets Smith Wealth Management
North Carolina
$1.08M -$22.7K -924 -2%
Northern Trust
57
Northern Trust
Illinois
$1.06M
Prudential Financial
58
Prudential Financial
New Jersey
$1.02M -$201K -8,201 -16%
IAN
59
Integrated Advisors Network
Texas
$1.02M -$45.6K -1,855 -4%
BAM
60
Belpointe Asset Management
Nevada
$1.01M +$118K +4,817 +13%
WWM
61
Western Wealth Management
Colorado
$993K +$1.01M +41,219 New
PCM
62
Parsons Capital Management
Rhode Island
$989K -$27.6K -1,125 -3%
FSC
63
Full Sail Capital
Oklahoma
$836K -$565 -23 -0.1%
Natixis Advisors
64
Natixis Advisors
Massachusetts
$814K +$934 +38 +0.1%
PAS
65
Park Avenue Securities
New York
$806K +$43.3K +1,763 +6%
Renaissance Technologies
66
Renaissance Technologies
New York
$792K +$808K +32,900 New
AAS
67
Ameritas Advisory Services
Nebraska
$774K -$18K -734 -2%
SCA
68
Snowden Capital Advisors
New York
$765K -$21.1K -860 -3%
EWA
69
EP Wealth Advisors
California
$715K -$6.78K -276 -0.9%
IC
70
Inscription Capital
Texas
$710K
PWA
71
Prairie Wealth Advisors
Nebraska
$707K -$7.37K -300 -1%
SPC
72
Sigma Planning Corp
Michigan
$706K -$1.01M -40,978 -58%
CIA
73
Capital Investment Advisors
Georgia
$698K -$23K -937 -3%
BOM
74
Bank of Marin
California
$691K -$10.3K -420 -1%
Truist Financial
75
Truist Financial
North Carolina
$689K +$9.51K +387 +1%