We are live on ! Find out more
FENY icon

Fidelity MSCI Energy Index ETF

149 hedge funds and large institutions have $315M invested in Fidelity MSCI Energy Index ETF in 2021 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 52 increasing their positions, 38 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

255% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 11

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

37% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 38

26% more capital invested

Capital invested by funds: $251M → $315M (+$64.1M)

20% more funds holding

Funds holding: 124149 (+25)

3.62% more ownership

Funds ownership: 27%30.63% (+3.6%)

63% less call options, than puts

Call options by funds: $241K | Put options by funds: $648K

Holders
149
Holders Change
+25
Holders Change %
+20.16%
% of All Funds
2.29%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
39
Increased
52
Reduced
38
Closed
11
Calls
$241K
Puts
$648K
Net Calls
-$407K
Net Calls Change
-$1.38M
Name Holding Trade Value Shares
Change
Change in
Stake
WA
76
WealthTrust Axiom
Pennsylvania
$352K +$77.6K +5,000 +27%
TIA
77
Traphagen Investment Advisors
New Jersey
$343K -$11K -706 -3%
RJFSA
78
Raymond James Financial Services Advisors
Florida
$315K -$284K -18,322 -47%
BCA
79
Bay Colony Advisors
Massachusetts
$305K +$1.77K +114 +0.6%
SSW
80
Smith Shellnut Wilson
Mississippi
$302K -$3.1M -199,679 -91%
Fidelity Investments
81
Fidelity Investments
Massachusetts
$293K +$110K +7,078 +58%
HF
82
HRT Financial
New York
$274K +$280K +18,076 New
MHR
83
Matthew Hamilton Rosenberg
$270K
SCA
84
Snowden Capital Advisors
New York
$257K +$10.8K +696 +4%
JWCA
85
J.W. Cole Advisors
Florida
$232K +$237K +15,289 New
PAG
86
Private Advisor Group
New Jersey
$229K -$173K -11,124 -42%
MA
87
Maxele Advisors
Missouri
$222K +$227K +14,600 New
CAN
88
Cetera Advisor Networks
California
$220K +$225K +14,500 New
PWA
89
Primoris Wealth Advisors
Florida
$211K +$212K +13,645 New
IA
90
IFP Advisors
Florida
$204K -$6.53K -421 -3%
FT
91
Fiduciary Trust
Massachusetts
$202K +$206K +13,300 New
Goldman Sachs
92
Goldman Sachs
New York
$196K +$201K +12,938 New
BCM
93
Beaumont Capital Management
Massachusetts
$195K +$200K +12,863 New
PPA
94
Parametric Portfolio Associates
Washington
$191K +$196K +12,615 New
HWA
95
Heartwood Wealth Advisors
Virginia
$188K
SWM
96
Spire Wealth Management
Virginia
$188K +$11.6K +746 +6%
GWM
97
Geneos Wealth Management
Colorado
$185K -$11.2K -720 -6%
Janney Montgomery Scott
98
Janney Montgomery Scott
Pennsylvania
$181K +$9.76K +629 +6%
CFGS
99
Concourse Financial Group Securities
Alabama
$180K +$1.71K +110 +0.9%
RCWM
100
Royal Capital Wealth Management
Indiana
$178K +$182K +11,733 New