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Fidelity MSCI Energy Index ETF

191 hedge funds and large institutions have $436M invested in Fidelity MSCI Energy Index ETF in 2023 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 74 increasing their positions, 67 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

6,740% more call options, than puts

Call options by funds: $1.71M | Put options by funds: $25K

25% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 16

10% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 67

0.29% more ownership

Funds ownership: 31.09%31.37% (+0.29%)

0% more funds holding

Funds holding: 191191 (0)

14% less capital invested

Capital invested by funds: $506M → $436M (-$70.5M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
191
Holders Change
Holders Change %
0%
% of All Funds
3.04%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
20
Increased
74
Reduced
67
Closed
16
Calls
$1.71M
Puts
$25K
Net Calls
+$1.69M
Net Calls Change
-$165K
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
76
Raymond James & Associates
Florida
$842K +$180K +7,748 +26%
HCA
77
Hyperion Capital Advisors
New York
$842K
BOM
78
Bank of Marin
California
$828K -$72.3K -3,105 -8%
RJFSA
79
Raymond James Financial Services Advisors
Florida
$795K -$23.6K -1,014 -3%
VC
80
Vicus Capital
Pennsylvania
$749K -$12.5M -537,442 -94%
AAS
81
Ameritas Advisory Services
Nebraska
$735K +$88K +3,781 +13%
Fidelity Investments
82
Fidelity Investments
Massachusetts
$720K +$50.1K +2,152 +7%
CIA
83
Capital Investment Advisors
Georgia
$707K +$186 +8 +0%
AWS
84
Atria Wealth Solutions
New York
$695K -$184K -7,917 -20%
MA
85
Mutual Advisors
Nebraska
$679K -$12.7K -547 -2%
DADC
86
D.A. Davidson & Co
Montana
$622K +$7.8K +335 +1%
SCA
87
Snowden Capital Advisors
New York
$607K +$11.1K +478 +2%
OCM
88
One Capital Management
California
$600K -$234K -10,032 -27%
SA
89
Strategic Advisors
New York
$599K -$21.5K -923 -3%
EH
90
Equitable Holdings
New York
$594K -$145K -6,250 -19%
FFL
91
Financial Freedom LLC
Ohio
$585K +$5.73K +246 +1%
PAS
92
Park Avenue Securities
New York
$584K +$36.6K +1,573 +6%
BWM
93
Birchcreek Wealth Management
Ohio
$582K -$97.1K -4,170 -14%
CWP
94
Core Wealth Partners
California
$581K +$295K +12,660 +96%
SSWM
95
Smith Salley Wealth Management
North Carolina
$559K +$4.61K +198 +0.8%
GGS
96
Galvin Gaustad & Stein
Arizona
$549K -$135K -5,802 -19%
TRCT
97
Tower Research Capital (TRC)
New York
$532K +$526K +22,600 +2,034%
BCM
98
Brookstone Capital Management
Illinois
$516K -$1.63M -70,091 -76%
Cerity Partners
99
Cerity Partners
New York
$498K +$4.07K +175 +0.8%
SAM
100
Secure Asset Management
Michigan
$488K -$53.3K -2,290 -10%