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Fidelity MSCI Energy Index ETF

191 hedge funds and large institutions have $506M invested in Fidelity MSCI Energy Index ETF in 2022 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 66 increasing their positions, 61 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,033% more call options, than puts

Call options by funds: $1.94M | Put options by funds: $91K

320% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 10

22% more capital invested

Capital invested by funds: $415M → $506M (+$91.2M)

16% more funds holding

Funds holding: 164191 (+27)

8% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 61

0.65% more ownership

Funds ownership: 30.43%31.09% (+0.65%)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
191
Holders Change
+27
Holders Change %
+16.46%
% of All Funds
3.07%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
42
Increased
66
Reduced
61
Closed
10
Calls
$1.94M
Puts
$91K
Net Calls
+$1.85M
Net Calls Change
-$837K
Name Holding Trade Value Shares
Change
Change in
Stake
BOM
76
Bank of Marin
California
$954K
AWS
77
Atria Wealth Solutions
New York
$925K -$21.7K -908 -2%
HCA
78
Hyperion Capital Advisors
New York
$894K
OCM
79
One Capital Management
California
$877K -$501K -20,997 -36%
RJFSA
80
Raymond James Financial Services Advisors
Florida
$869K +$6.99K +293 +0.8%
EH
81
Equitable Holdings
New York
$780K -$51K -2,137 -6%
CIA
82
Capital Investment Advisors
Georgia
$751K +$263 +11 +0%
MA
83
Mutual Advisors
Nebraska
$735K -$76.7K -3,213 -9%
GGS
84
Galvin Gaustad & Stein
Arizona
$721K -$78.9K -3,306 -10%
BWM
85
Birchcreek Wealth Management
Ohio
$718K -$5.54K -232 -0.8%
Fidelity Investments
86
Fidelity Investments
Massachusetts
$713K +$177K +7,433 +33%
RJA
87
Raymond James & Associates
Florida
$710K +$710K +29,764 New
CCM
88
Cribstone Capital Management
Maine
$693K -$20.4K -856 -3%
Renaissance Technologies
89
Renaissance Technologies
New York
$684K -$186K -7,800 -21%
AAS
90
Ameritas Advisory Services
Nebraska
$671K +$235K +9,832 +54%
SA
91
Strategic Advisors
New York
$659K +$197K +8,248 +43%
Goldman Sachs
92
Goldman Sachs
New York
$658K -$136K -5,710 -17%
DADC
93
D.A. Davidson & Co
Montana
$653K +$394K +16,529 +152%
SCA
94
Snowden Capital Advisors
New York
$633K +$49.2K +2,062 +8%
FFL
95
Financial Freedom LLC
Ohio
$616K +$616K +25,820 New
ACA
96
Atlas Capital Advisors
Wyoming
$603K +$94.1K +3,943 +18%
SSWM
97
Smith Salley Wealth Management
North Carolina
$589K +$9.5K +398 +2%
PAS
98
Park Avenue Securities
New York
$583K +$97K +4,065 +20%
SAM
99
Secure Asset Management
Michigan
$573K +$574K +24,047 New
LNC
100
Lincoln National Corp
Pennsylvania
$559K +$14.8K +622 +3%