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Fidelity MSCI Energy Index ETF

123 hedge funds and large institutions have $247M invested in Fidelity MSCI Energy Index ETF in 2021 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 48 increasing their positions, 38 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 14

26% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 38

18% more capital invested

Capital invested by funds: $210M → $247M (+$37.3M)

3% more funds holding

Funds holding: 120123 (+3)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.25% less ownership

Funds ownership: 25.01%24.76% (-0.25%)

Holders
123
Holders Change
+3
Holders Change %
+2.5%
% of All Funds
2.14%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
18
Increased
48
Reduced
38
Closed
14
Calls
$615K
Puts
Net Calls
+$615K
Net Calls Change
-$4K
Name Holding Trade Value Shares
Change
Change in
Stake
EFSCE
101
Enterprise Financial Services Corp (EFSC)
Missouri
$35K
CAPTRUST Financial Advisors
102
CAPTRUST Financial Advisors
North Carolina
$33K +$20.8K +1,475 +197%
Franklin Resources
103
Franklin Resources
California
$29K
JAWM
104
J. Arnold Wealth Management
Ohio
$25K +$6.21K +440 +36%
FP
105
Financial Perspectives
Minnesota
$18.6K -$216K -15,298 -92%
FWM
106
Focused Wealth Management
New York
$17K -$917 -65 -5%
IWMWV
107
Ironwood Wealth Management (West Virginia)
West Virginia
$15K
FMTCOCP
108
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$13K +$12K +850 New
Bank of Montreal
109
Bank of Montreal
Ontario, Canada
$8K
US Bancorp
110
US Bancorp
Minnesota
$8K
TCM
111
Tradewinds Capital Management
Washington
$8K +$71 +5 +0.9%
EIP
112
Ellis Investment Partners
Pennsylvania
$7K +$56 +4 +0.8%
EW
113
Element Wealth
Mississippi
$4K +$42 +3 +1%
AF
114
Allworth Financial
California
$4K +$3.53K +250 New
FF
115
FourThought Financial
Florida
$3K
SIS
116
Sound Income Strategies
Florida
$3K
HIA
117
Harbor Investment Advisory
Maryland
$2K
LWA
118
Lowe Wealth Advisors
Maryland
$2K
SMG
119
Spectrum Management Group
Indiana
$1K +$508 +36 New
LPWM
120
Lake Point Wealth Management
Texas
$1K +$1.03K +73 New
HAS
121
HBW Advisory Services
California
-$3.36M -253,467 Closed
Citadel Advisors
122
Citadel Advisors
Florida
-$804K -56,991 Closed
Goldman Sachs
123
Goldman Sachs
New York
-$647K -48,823 Closed
HF
124
HRT Financial
New York
-$190K -14,372 Closed
PG
125
Prostatis Group
Maryland
-$172K -12,954 Closed