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Fidelity MSCI Energy Index ETF

177 hedge funds and large institutions have $417M invested in Fidelity MSCI Energy Index ETF in 2022 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 81 increasing their positions, 45 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

318% more call options, than puts

Call options by funds: $1.4M | Put options by funds: $336K

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

80% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 45

50% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 16

4% more funds holding

Funds holding: 170177 (+7)

1.09% more ownership

Funds ownership: 28.94%30.04% (+1.1%)

2% less capital invested

Capital invested by funds: $426M → $417M (-$9.47M)

Holders
177
Holders Change
+7
Holders Change %
+4.12%
% of All Funds
2.98%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
24
Increased
81
Reduced
45
Closed
16
Calls
$1.4M
Puts
$336K
Net Calls
+$1.07M
Net Calls Change
-$858K
Name Holding Trade Value Shares
Change
Change in
Stake
HCA
76
Hyperion Capital Advisors
New York
$728K +$819K +37,500 New
ACM
77
Absolute Capital Management
Pennsylvania
$719K +$809K +37,050 New
RJFSA
78
Raymond James Financial Services Advisors
Florida
$712K +$334K +15,284 +71%
LNC
79
Lincoln National Corp
Pennsylvania
$705K -$262K -12,007 -25%
RSWM
80
Robertson Stephens Wealth Management
California
$700K -$201K -9,194 -20%
EH
81
Equitable Holdings
New York
$696K +$137K +6,283 +21%
TRIA
82
Trail Ridge Investment Advisors
Colorado
$666K +$13.7K +627 +2%
GGS
83
Galvin Gaustad & Stein
Arizona
$639K -$32.7K -1,495 -4%
AWS
84
Atria Wealth Solutions
New York
$636K +$245K +11,218 +52%
MA
85
Mutual Advisors
Nebraska
$625K -$4.11K -188 -0.6%
CIA
86
Capital Investment Advisors
Georgia
$620K +$284 +13 +0%
CCM
87
Cribstone Capital Management
Maine
$591K -$43.1K -1,971 -6%
Fidelity Investments
88
Fidelity Investments
Massachusetts
$566K +$124K +5,661 +24%
PVH
89
Psagot Value Holdings
Israel
$553K
TI
90
Trexquant Investment
Connecticut
$521K +$586K +26,832 New
NFG
91
Norris Financial Group
South Carolina
$518K +$583K +26,700 New
TCM
92
Traynor Capital Management
Pennsylvania
$503K +$305K +13,968 +116%
FIM
93
Freedom Investment Management
Connecticut
$460K +$91K +4,163 +21%
SSWM
94
Smith Salley Wealth Management
North Carolina
$459K +$26.1K +1,195 +5%
HI
95
Harbour Investments
Wisconsin
$443K +$498K +22,810 New
BWM
96
BNC Wealth Management
Oregon
$440K -$713K -32,640 -59%
SWP
97
Stratos Wealth Partners
Ohio
$426K +$153K +6,982 +47%
SCA
98
Snowden Capital Advisors
New York
$420K +$36.8K +1,684 +8%
WA
99
WealthTrust Axiom
Pennsylvania
$416K -$27.3K -1,250 -6%
BCA
100
Bay Colony Advisors
Massachusetts
$406K +$1.09K +50 +0.3%