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Fidelity MSCI Energy Index ETF

108 hedge funds and large institutions have $128M invested in Fidelity MSCI Energy Index ETF in 2020 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 34 increasing their positions, 23 reducing their positions, and 15 closing their positions.

Holders
108
Holders Change
+21
Holders Change %
+24.14%
% of All Funds
1.92%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
37
Increased
34
Reduced
23
Closed
15
Calls
$103K
Puts
$212K
Net Calls
-$109K
Net Calls Change
+$60K
Name Market Value Shares Shares
Change
Shares
Change %
AWA
76
Arkadios Wealth Advisors
Georgia
$31K 3,142 +3,142 New
GRP
77
Global Retirement Partners
California
$25K 2,490
EFSCE
78
Enterprise Financial Services Corp (EFSC)
Missouri
$24K 2,369 +2,369 New
Fidelity Investments
79
Fidelity Investments
Massachusetts
$22K 2,149 -3,132 -59%
Franklin Resources
80
Franklin Resources
California
$20K 1,973
Simplex Trading
81
Simplex Trading
Illinois
$19K 1,958 +1,958 New
FWM
82
Focused Wealth Management
New York
$18K 1,759 +7 +0.4%
SFS
83
Sowell Financial Services
Arkansas
$17K 1,685 -2,537 -60%
ACA
84
Atlas Capital Advisors
Wyoming
$16.9K 1,669 +1,669 New
FP
85
Financial Perspectives
Minnesota
$12.5K 1,236 +12 +1%
JAWM
86
J. Arnold Wealth Management
Ohio
$12K 1,225 +1,225 New
First Manhattan
87
First Manhattan
New York
$10K 1,000 +1,000 New
LDFR
88
Lehman & Derafelo Financial Resources
Pennsylvania
$9K 900
IAIM
89
International Assets Investment Management
Florida
$9K 862 +862 New
SSWG
90
Seven Springs Wealth Group
Tennessee
$8K 820 +48 +6%
IWMWV
91
Ironwood Wealth Management (West Virginia)
West Virginia
$8K 800 +800 New
PFGIA
92
Patriot Financial Group Insurance Agency
Massachusetts
$7K 696
VFA
93
Valeo Financial Advisors
Indiana
$6K 545
TCM
94
Tradewinds Capital Management
Washington
$6K 556 +6 +1%
Bank of Montreal
95
Bank of Montreal
Ontario, Canada
$6K 515 +515 New
EIP
96
Ellis Investment Partners
Pennsylvania
$5K 517 -1,841 -78%
BWL
97
Bogart Wealth LLC
Virginia
$3K 390 -5,000 -93%
EW
98
Element Wealth
Mississippi
$3K 296 +3 +1%
SIS
99
Sound Income Strategies
Florida
$2K 181
HIA
100
Harbor Investment Advisory
Maryland
$1K 107