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Fidelity MSCI Energy Index ETF

189 hedge funds and large institutions have $594M invested in Fidelity MSCI Energy Index ETF in 2023 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 66 increasing their positions, 64 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

4,629% more call options, than puts

Call options by funds: $3.07M | Put options by funds: $65K

107% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 15

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

16% more capital invested

Capital invested by funds: $510M → $594M (+$83.8M)

9% more funds holding

Funds holding: 173189 (+16)

3% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 64

0.94% more ownership

Funds ownership: 34.38%35.32% (+0.94%)

Holders
189
Holders Change
+16
Holders Change %
+9.25%
% of All Funds
3%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
31
Increased
66
Reduced
64
Closed
15
Calls
$3.07M
Puts
$65K
Net Calls
+$3.01M
Net Calls Change
+$1.67M
Name Holding Trade Value Shares
Change
Change in
Stake
HCA
76
Hyperion Capital Advisors
New York
$934K
BOM
77
Bank of Marin
California
$868K -$20K -831 -2%
Bank of Montreal
78
Bank of Montreal
Ontario, Canada
$857K +$819K +34,068 New
FTUS
79
Flow Traders U.S.
New York
$847K +$817K +34,014 New
DADC
80
D.A. Davidson & Co
Montana
$839K +$129K +5,359 +19%
RJFSA
81
Raymond James Financial Services Advisors
Florida
$837K -$51K -2,124 -6%
AAS
82
Ameritas Advisory Services
Nebraska
$808K +$776K +32,314 New
VWM
83
Venturi Wealth Management
Texas
$779K +$417K +17,374 +125%
CIA
84
Capital Investment Advisors
Georgia
$768K -$11.4K -476 -2%
EWA
85
EP Wealth Advisors
California
$767K -$162K -6,739 -18%
Citadel Advisors
86
Citadel Advisors
Florida
$721K -$1.56M -64,754 -69%
ACA
87
Atlas Capital Advisors
Wyoming
$716K -$8.58K -357 -1%
Renaissance Technologies
88
Renaissance Technologies
New York
$702K +$678K +28,200 New
SCA
89
Snowden Capital Advisors
New York
$683K -$26.6K -1,108 -4%
CWP
90
Core Wealth Partners
California
$667K +$577 +24 +0.1%
FFL
91
Financial Freedom LLC
Ohio
$659K +$4.33K +180 +0.7%
PAS
92
Park Avenue Securities
New York
$619K -$39K -1,622 -6%
AWA
93
Arete Wealth Advisors
Illinois
$615K +$593K +24,692 New
GGS
94
Galvin Gaustad & Stein
Arizona
$615K -$31.1K -1,295 -5%
LNC
95
Lincoln National Corp
Pennsylvania
$613K +$163K +6,800 +38%
SA
96
Strategic Advisors
New York
$593K -$31.8K -1,323 -5%
US Bancorp
97
US Bancorp
Minnesota
$525K +$506K +21,075 New
Susquehanna International Group
98
Susquehanna International Group
Pennsylvania
$523K -$926K -38,555 -65%
IAN
99
Integrated Advisors Network
Texas
$520K +$185K +7,710 +58%
BCI
100
Brinker Capital Investments
Pennsylvania
$483K +$1.66K +69 +0.4%