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Fidelity MSCI Energy Index ETF

222 hedge funds and large institutions have $510M invested in Fidelity MSCI Energy Index ETF in 2024 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 73 increasing their positions, 65 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

7,625% more call options, than puts

Call options by funds: $927K | Put options by funds: $12K

156% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 18

12% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 65

9% more funds holding

Funds holding: 203222 (+19)

0.45% more ownership

Funds ownership: 34%34.45% (+0.45%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less capital invested

Capital invested by funds: $523M → $510M (-$12.5M)

Holders
222
Holders Change
+19
Holders Change %
+9.36%
% of All Funds
2.92%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
46
Increased
73
Reduced
65
Closed
18
Calls
$927K
Puts
$12K
Net Calls
+$915K
Net Calls Change
+$361K
Name Holding Trade Value Shares
Change
Change in
Stake
Renaissance Technologies
51
Renaissance Technologies
New York
$1.28M +$516K +20,600 +63%
LA
52
Lynch & Associates
Indiana
$1.25M +$13.3K +532 +1%
PAG
53
Private Advisor Group
New Jersey
$1.25M -$4.07M -162,378 -76%
SWA
54
Stratos Wealth Advisors
Ohio
$1.25M -$7.21K -288 -0.5%
GJIA
55
Glass Jacobson Investment Advisors
Maryland
$1.2M +$43.7K +1,743 +4%
SSWM
56
Smith Salley Wealth Management
North Carolina
$1.14M -$310K -12,373 -20%
IAN
57
Integrated Advisors Network
Texas
$1.13M +$130K +5,187 +12%
Raymond James Financial
58
Raymond James Financial
Florida
$1.12M +$1.18M +46,960 New
EWM
59
EPG Wealth Management
Georgia
$1.07M -$14.6K -582 -1%
SSWM
60
Sheets Smith Wealth Management
North Carolina
$1.07M
DADC
61
D.A. Davidson & Co
Montana
$1.07M -$1.05K -42 -0.1%
BAM
62
Belpointe Asset Management
Nevada
$1.06M +$9.17K +366 +0.9%
Citigroup
63
Citigroup
New York
$1.05M +$592K +23,640 +116%
Northern Trust
64
Northern Trust
Illinois
$1.04M
PCM
65
Parsons Capital Management
Rhode Island
$967K -$12.2K -485 -1%
FSC
66
Full Sail Capital
Oklahoma
$946K +$125K +4,975 +14%
RF
67
Roxbury Financial
New Jersey
$890K +$845K +33,729 New
Natixis Advisors
68
Natixis Advisors
Massachusetts
$799K -$7.44K -297 -0.9%
AAS
69
Ameritas Advisory Services
Nebraska
$771K +$5.09K +203 +0.6%
CCFM
70
Clear Creek Financial Management
Washington
$751K +$789K +31,498 New
SCA
71
Snowden Capital Advisors
New York
$746K -$11.8K -472 -1%
BFA
72
Beaumont Financial Advisors
Massachusetts
$736K +$773K +30,872 New
BCG
73
Bravias Capital Group
New Jersey
$736K +$758K +30,244 New
VC
74
Vicus Capital
Pennsylvania
$723K +$59.6K +2,379 +9%
EWA
75
EP Wealth Advisors
California
$709K +$1.15K +46 +0.2%