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Fidelity MSCI Energy Index ETF

164 hedge funds and large institutions have $415M invested in Fidelity MSCI Energy Index ETF in 2022 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 50 increasing their positions, 75 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

0.4% more ownership

Funds ownership: 30.04%30.43% (+0.4%)

0% less capital invested

Capital invested by funds: $417M → $415M (-$2.08M)

7% less funds holding

Funds holding: 177164 (-13)

33% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 75

52% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 21

Holders
164
Holders Change
-13
Holders Change %
-7.34%
% of All Funds
2.83%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.1%
New
10
Increased
50
Reduced
75
Closed
21
Calls
$2.69M
Puts
Net Calls
+$2.69M
Net Calls Change
+$1.62M
Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
76
Raymond James Financial Services Advisors
Florida
$718K -$11.4K -548 -1%
EH
77
Equitable Holdings
New York
$692K -$21.2K -1,023 -3%
MA
78
Mutual Advisors
Nebraska
$676K +$37.8K +1,821 +6%
GGS
79
Galvin Gaustad & Stein
Arizona
$667K +$13.1K +633 +2%
Goldman Sachs
80
Goldman Sachs
New York
$662K -$488K -23,541 -41%
CIA
81
Capital Investment Advisors
Georgia
$625K -$10.1K -487 -2%
AII
82
AGF Investments Inc
Ontario, Canada
$620K +$648K +31,242 New
BWM
83
Birchcreek Wealth Management
Ohio
$603K -$199K -9,606 -24%
CCM
84
Cribstone Capital Management
Maine
$594K -$11.9K -572 -2%
PVH
85
Psagot Value Holdings
Israel
$566K
RSWM
86
Robertson Stephens Wealth Management
California
$554K -$170K -8,187 -23%
KPWS
87
Kestra Private Wealth Services
Texas
$516K -$280K -13,494 -34%
SCA
88
Snowden Capital Advisors
New York
$486K +$59K +2,844 +13%
SSWM
89
Smith Salley Wealth Management
North Carolina
$483K +$13.8K +664 +3%
LNC
90
Lincoln National Corp
Pennsylvania
$454K -$281K -13,548 -37%
Fidelity Investments
91
Fidelity Investments
Massachusetts
$446K -$138K -6,670 -23%
HI
92
Harbour Investments
Wisconsin
$443K
ACA
93
Atlas Capital Advisors
Wyoming
$424K -$357K -17,214 -45%
SWP
94
Stratos Wealth Partners
Ohio
$415K -$21.9K -1,058 -5%
Cetera Investment Advisers
95
Cetera Investment Advisers
Illinois
$406K +$125K +6,003 +42%
PAS
96
Park Avenue Securities
New York
$405K +$59.4K +2,865 +16%
WA
97
WealthTrust Axiom
Pennsylvania
$399K -$27.4K -1,323 -6%
PAG
98
Private Advisor Group
New Jersey
$384K +$26.9K +1,298 +7%
SA
99
Strategic Advisors
New York
$384K +$35.1K +1,690 +10%
BCA
100
Bay Colony Advisors
Massachusetts
$383K +$8.4K +405 +2%