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Fidelity MSCI Energy Index ETF

173 hedge funds and large institutions have $510M invested in Fidelity MSCI Energy Index ETF in 2023 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 67 increasing their positions, 72 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,521% more call options, than puts

Call options by funds: $1.39M | Put options by funds: $53K

17% more capital invested

Capital invested by funds: $436M → $510M (+$74.7M)

3.01% more ownership

Funds ownership: 31.37%34.38% (+3%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

7% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 72

9% less funds holding

Funds holding: 191173 (-18)

57% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 30

Holders
173
Holders Change
-18
Holders Change %
-9.42%
% of All Funds
2.72%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
13
Increased
67
Reduced
72
Closed
30
Calls
$1.39M
Puts
$53K
Net Calls
+$1.34M
Net Calls Change
-$349K
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
76
Capital Investment Advisors
Georgia
$694K -$3.91K -177 -0.6%
AWS
77
Atria Wealth Solutions
New York
$691K +$4.57K +207 +0.7%
EWA
78
EP Wealth Advisors
California
$686K +$668K +30,252 +415%
ACA
79
Atlas Capital Advisors
Wyoming
$645K +$251K +11,354 +64%
SCA
80
Snowden Capital Advisors
New York
$632K +$32.8K +1,484 +5%
DADC
81
D.A. Davidson & Co
Montana
$627K +$12.9K +585 +2%
CWP
82
Core Wealth Partners
California
$593K +$19.7K +891 +3%
PAS
83
Park Avenue Securities
New York
$587K +$9.74K +441 +2%
FFL
84
Financial Freedom LLC
Ohio
$583K +$5.04K +228 +0.9%
SSWM
85
Smith Salley Wealth Management
North Carolina
$581K +$28.8K +1,304 +5%
GGS
86
Galvin Gaustad & Stein
Arizona
$576K +$33.5K +1,518 +6%
SA
87
Strategic Advisors
New York
$557K -$34.8K -1,576 -6%
TRCT
88
Tower Research Capital (TRC)
New York
$548K +$22.5K +1,018 +4%
Goldman Sachs
89
Goldman Sachs
New York
$543K -$516K -23,346 -49%
TA
90
TrueWealth Advisors
Alabama
$510K -$1.19M -53,739 -70%
COCM
91
Charter Oak Capital Management
New Hampshire
$460K -$7.09K -321 -2%
BCM
92
Brookstone Capital Management
Illinois
$458K -$31.3K -1,415 -6%
Cerity Partners
93
Cerity Partners
New York
$437K -$54.2K -2,455 -11%
BWM
94
Birchcreek Wealth Management
Ohio
$429K -$145K -6,558 -25%
BCI
95
Brinker Capital Investments
Pennsylvania
$428K +$34.6K +1,568 +9%
OPS
96
Orion Portfolio Solutions
Nebraska
$428K +$34.6K +1,568 +9%
MA
97
Mutual Advisors
Nebraska
$423K -$246K -11,154 -37%
OCM
98
One Capital Management
California
$401K -$191K -8,651 -32%
FIM
99
Freedom Investment Management
Connecticut
$399K +$44.4K +2,008 +13%
LNC
100
Lincoln National Corp
Pennsylvania
$395K +$2.83K +128 +0.7%