We are live on ! Find out more
FENY icon

Fidelity MSCI Energy Index ETF

222 hedge funds and large institutions have $510M invested in Fidelity MSCI Energy Index ETF in 2024 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 73 increasing their positions, 65 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

7,625% more call options, than puts

Call options by funds: $927K | Put options by funds: $12K

156% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 18

12% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 65

9% more funds holding

Funds holding: 203222 (+19)

0.45% more ownership

Funds ownership: 34%34.45% (+0.45%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less capital invested

Capital invested by funds: $523M → $510M (-$12.5M)

Holders
222
Holders Change
+19
Holders Change %
+9.36%
% of All Funds
2.92%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
46
Increased
73
Reduced
65
Closed
18
Calls
$927K
Puts
$12K
Net Calls
+$915K
Net Calls Change
+$361K
Name Holding Trade Value Shares
Change
Change in
Stake
BOM
76
Bank of Marin
California
$696K +$12.2K +488 +2%
Creative Planning
77
Creative Planning
Kansas
$695K +$81.1K +3,236 +12%
CIA
78
Capital Investment Advisors
Georgia
$690K -$1.25K -50 -0.2%
Truist Financial
79
Truist Financial
North Carolina
$687K +$5.61K +224 +0.8%
Jane Street
80
Jane Street
New York
$676K +$711K +28,375 New
PWA
81
Prairie Wealth Advisors
Nebraska
$662K -$39.5K -1,575 -5%
FFL
82
Financial Freedom LLC
Ohio
$656K +$4.79K +191 +0.7%
KPWM
83
KDK Private Wealth Management
Texas
$621K +$652K +26,043 New
SPC
84
Sigma Planning Corp
Michigan
$607K -$97.4K -3,887 -13%
PS
85
Principal Securities
Iowa
$605K +$116K +4,625 +22%
VA
86
Valmark Advisers
Ohio
$576K +$8.47K +338 +1%
AWS
87
Atria Wealth Solutions
New York
$574K -$28.7K -1,146 -5%
VWA
88
Visionary Wealth Advisors
Illinois
$521K +$21.1K +844 +4%
Pathstone Holdings
89
Pathstone Holdings
New Jersey
$513K +$131K +5,230 +32%
SA
90
Strategic Advisors
New York
$493K +$5.79K +231 +1%
CWP
91
Core Wealth Partners
California
$473K -$119K -4,760 -19%
GGS
92
Galvin Gaustad & Stein
Arizona
$441K -$26.4K -1,052 -5%
Susquehanna International Group
93
Susquehanna International Group
Pennsylvania
$439K +$462K +18,434 New
HI
94
Harbour Investments
Wisconsin
$437K +$6.56K +262 +1%
CPL
95
CAP Partners LLC
Tennessee
$417K +$9.14K +365 +2%
AFA
96
AA Financial Advisors
Ohio
$417K +$29K +1,158 +7%
HF
97
HRT Financial
New York
$408K +$430K +17,150 New
RA
98
RFG Advisory
Alabama
$400K -$33.8K -1,350 -7%
SPIA
99
Steward Partners Investment Advisory
New York
$396K -$47.5K -1,895 -10%
ACA
100
Atlas Capital Advisors
Wyoming
$393K -$17.5K -700 -4%