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Fidelity MSCI Energy Index ETF

203 hedge funds and large institutions have $523M invested in Fidelity MSCI Energy Index ETF in 2024 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 73 increasing their positions, 71 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,131% more call options, than puts

Call options by funds: $580K | Put options by funds: $26K

10% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 21

3% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 71

0% more funds holding

Funds holding: 203203 (0)

6.54% less ownership

Funds ownership: 40.54%34% (-6.5%)

30% less capital invested

Capital invested by funds: $744M → $523M (-$221M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
203
Holders Change
Holders Change %
0%
% of All Funds
2.91%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
23
Increased
73
Reduced
71
Closed
21
Calls
$580K
Puts
$26K
Net Calls
+$554K
Net Calls Change
-$221K
Name Holding Trade Value Shares
Change
Change in
Stake
VC
76
Vicus Capital
Pennsylvania
$673K -$62.7K -2,550 -8%
FFL
77
Financial Freedom LLC
Ohio
$658K +$5.65K +230 +0.8%
RJFSA
78
Raymond James Financial Services Advisors
Florida
$628K -$85.1K -3,463 -12%
Creative Planning
79
Creative Planning
Kansas
$624K -$1.77K -72 -0.3%
AWS
80
Atria Wealth Solutions
New York
$607K -$933K -37,979 -60%
CWP
81
Core Wealth Partners
California
$592K +$909 +37 +0.2%
VA
82
Valmark Advisers
Ohio
$574K +$4.82K +196 +0.8%
Bank of New York Mellon
83
Bank of New York Mellon
New York
$570K +$582K +23,670 New
RJA
84
Raymond James & Associates
Florida
$559K +$46.7K +1,899 +9%
TRCT
85
Tower Research Capital (TRC)
New York
$521K +$532K +21,652 New
JWCA
86
J.W. Cole Advisors
Florida
$519K +$4.5K +183 +0.9%
VWA
87
Visionary Wealth Advisors
Illinois
$505K +$61.5K +2,504 +14%
PS
88
Principal Securities
Iowa
$500K +$5.7K +232 +1%
SA
89
Strategic Advisors
New York
$492K +$541 +22 +0.1%
Citigroup
90
Citigroup
New York
$489K +$118K +4,815 +31%
AA
91
Axiom Advisory
California
$481K +$11.4K +463 +2%
Cerity Partners
92
Cerity Partners
New York
$471K +$9.07K +369 +2%
GGS
93
Galvin Gaustad & Stein
Arizona
$470K -$27.3K -1,110 -5%
SPIA
94
Steward Partners Investment Advisory
New York
$446K -$807K -32,847 -64%
RA
95
RFG Advisory
Alabama
$437K -$1.84M -74,805 -80%
HI
96
Harbour Investments
Wisconsin
$435K +$23.1K +941 +5%
ACA
97
Atlas Capital Advisors
Wyoming
$414K -$274K -11,150 -39%
CPL
98
CAP Partners LLC
Tennessee
$413K -$17.2K -702 -4%
AWM
99
Able Wealth Management
New Jersey
$398K -$57.4K -2,338 -12%
FTS
100
Fifth Third Securities
Ohio
$396K -$147K -5,994 -27%