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Fidelity MSCI Energy Index ETF

203 hedge funds and large institutions have $744M invested in Fidelity MSCI Energy Index ETF in 2024 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 77 increasing their positions, 64 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

934% more call options, than puts

Call options by funds: $858K | Put options by funds: $83K

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

20% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 64

7% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 29

2.6% less ownership

Funds ownership: 43.15%40.54% (-2.6%)

3% less funds holding

Funds holding: 209203 (-6)

5% less capital invested

Capital invested by funds: $784M → $744M (-$40.1M)

Holders
203
Holders Change
-6
Holders Change %
-2.87%
% of All Funds
2.93%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
27
Increased
77
Reduced
64
Closed
29
Calls
$858K
Puts
$83K
Net Calls
+$775K
Net Calls Change
+$263K
Name Holding Trade Value Shares
Change
Change in
Stake
SCA
76
Snowden Capital Advisors
New York
$819K +$15.6K +611 +2%
PAS
77
Park Avenue Securities
New York
$795K +$103K +4,017 +15%
VC
78
Vicus Capital
Pennsylvania
$765K +$50K +1,957 +7%
EWA
79
EP Wealth Advisors
California
$752K -$3.17K -124 -0.4%
CIA
80
Capital Investment Advisors
Georgia
$750K +$2.99K +117 +0.4%
PWA
81
Prairie Wealth Advisors
Nebraska
$744K +$36.6K +1,430 +5%
RJFSA
82
Raymond James Financial Services Advisors
Florida
$741K +$21.3K +834 +3%
IC
83
Inscription Capital
Texas
$739K
BOM
84
Bank of Marin
California
$730K -$21.8K -854 -3%
ACA
85
Atlas Capital Advisors
Wyoming
$711K -$63K -2,462 -8%
Truist Financial
86
Truist Financial
North Carolina
$708K -$124K -4,846 -15%
FFL
87
Financial Freedom LLC
Ohio
$680K +$5.06K +198 +0.7%
Creative Planning
88
Creative Planning
Kansas
$652K +$29.4K +1,148 +5%
CWP
89
Core Wealth Partners
California
$616K -$134K -5,230 -18%
VA
90
Valmark Advisers
Ohio
$593K +$67.1K +2,624 +12%
AI
91
Atria Investments
North Carolina
$576K +$587K +22,957 New
EWS
92
Evergreen Wealth Solutions
Pennsylvania
$565K +$12.1K +475 +2%
FTS
93
Fifth Third Securities
Ohio
$563K -$151K -5,903 -21%
JWCA
94
J.W. Cole Advisors
Florida
$536K -$2.89K -113 -0.5%
RJA
95
Raymond James & Associates
Florida
$535K -$2.15M -84,217 -80%
US Bancorp
96
US Bancorp
Minnesota
$524K -$3.17K -124 -0.6%
EH
97
Equitable Holdings
New York
$521K -$98.9K -3,868 -16%
GGS
98
Galvin Gaustad & Stein
Arizona
$518K -$23.5K -919 -4%
PS
99
Principal Securities
Iowa
$515K -$1.25K -49 -0.2%
SA
100
Strategic Advisors
New York
$512K +$486 +19 +0.1%