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Fidelity MSCI Energy Index ETF

123 hedge funds and large institutions have $247M invested in Fidelity MSCI Energy Index ETF in 2021 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 48 increasing their positions, 38 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 14

26% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 38

18% more capital invested

Capital invested by funds: $210M → $247M (+$37.3M)

3% more funds holding

Funds holding: 120123 (+3)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.25% less ownership

Funds ownership: 25.01%24.76% (-0.25%)

Holders
123
Holders Change
+3
Holders Change %
+2.5%
% of All Funds
2.14%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
18
Increased
48
Reduced
38
Closed
14
Calls
$615K
Puts
Net Calls
+$615K
Net Calls Change
-$4K
Name Holding Trade Value Shares
Change
Change in
Stake
CW
76
CreativeOne Wealth
Kansas
$187K +$179K +12,701 New
BCM
77
Beaumont Capital Management
Massachusetts
$186K +$179K +12,677 New
HWA
78
Heartwood Wealth Advisors
Virginia
$183K
KPWS
79
Kestra Private Wealth Services
Texas
$180K -$4.11K -291 -2%
CFGS
80
Concourse Financial Group Securities
Alabama
$171K +$1.41K +100 +0.9%
FA
81
Fortis Advisors
Pennsylvania
$170K -$8.69K -616 -5%
Janney Montgomery Scott
82
Janney Montgomery Scott
Pennsylvania
$164K -$13.9K -988 -8%
BB
83
Busey Bank
Illinois
$164K
DADC
84
D.A. Davidson & Co
Montana
$158K +$8.17K +579 +6%
SGI
85
Summit Global Investments
Utah
$151K +$144K +10,212 New
GI
86
Gradient Investments
Minnesota
$142K
IA
87
IFP Advisors
Florida
$135K -$86.3K -6,114 -40%
ACA
88
Atlas Capital Advisors
Wyoming
$116K +$38.9K +2,758 +54%
SWM
89
Spire Wealth Management
Virginia
$108K +$80.8K +5,728 +358%
BCA
90
Bray Capital Advisors
Florida
$97K
CA
91
Clearstead Advisors
Ohio
$84K
Rockefeller Capital Management
92
Rockefeller Capital Management
New York
$78K -$150K -10,657 -67%
EVM
93
Eaton Vance Management
Massachusetts
$75K +$15.5K +1,100 +28%
COCM
94
Charter Oak Capital Management
New Hampshire
$74K +$2.46K +174 +4%
Fidelity Investments
95
Fidelity Investments
Massachusetts
$74K +$17.4K +1,234 +33%
Fifth Third Bancorp
96
Fifth Third Bancorp
Ohio
$57K -$6.35K -450 -10%
CFD
97
Creative Financial Designs
Indiana
$54K -$180K -12,768 -78%
PNC Financial Services Group
98
PNC Financial Services Group
Pennsylvania
$52K
Barclays
99
Barclays
United Kingdom
$47K +$37.6K +2,663 +543%
GRP
100
Global Retirement Partners
California
$37K