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Fidelity MSCI Energy Index ETF

124 hedge funds and large institutions have $251M invested in Fidelity MSCI Energy Index ETF in 2021 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 49 increasing their positions, 38 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 38

13% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 16

2.25% more ownership

Funds ownership: 24.76%27% (+2.2%)

2% more capital invested

Capital invested by funds: $247M → $251M (+$3.81M)

1% more funds holding

Funds holding: 123124 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
124
Holders Change
+1
Holders Change %
+0.81%
% of All Funds
2.17%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
18
Increased
49
Reduced
38
Closed
16
Calls
$974K
Puts
Net Calls
+$974K
Net Calls Change
+$359K
Name Holding Trade Value Shares
Change
Change in
Stake
FWM
101
Focused Wealth Management
New York
$15K -$1.21K -89 -8%
US Bancorp
102
US Bancorp
Minnesota
$13K +$5.42K +400 +78%
FMTCOCP
103
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$12K
CAPTRUST Financial Advisors
104
CAPTRUST Financial Advisors
North Carolina
$11K -$20K -1,475 -66%
JAWM
105
J. Arnold Wealth Management
Ohio
$10K -$13.6K -1,002 -60%
TWA
106
TCI Wealth Advisors
Arizona
$10K +$9.71K +716 New
EIP
107
Ellis Investment Partners
Pennsylvania
$9K +$1.46K +108 +21%
TCM
108
Tradewinds Capital Management
Washington
$8K +$81 +6 +1%
FDCDDQ
109
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.1K +$6.68K +493 New
AWA
110
Arkadios Wealth Advisors
Georgia
$7K -$502K -37,047 -99%
Barclays
111
Barclays
United Kingdom
$6K -$36.9K -2,721 -86%
AF
112
Allworth Financial
California
$4K +$41 +3 +1%
EW
113
Element Wealth
Mississippi
$4K +$41 +3 +1%
RFA
114
Reilly Financial Advisors
California
$4K +$3.39K +250 New
DI
115
Disciplined Investments
Oklahoma
$4K +$4.07K +300 New
FF
116
FourThought Financial
Florida
$3K
Koshinski Asset Management
117
Koshinski Asset Management
Illinois
$2.23K +$2.1K +155 New
LWA
118
Lowe Wealth Advisors
Maryland
$2K
LPWM
119
Lake Point Wealth Management
Texas
$1K +$14 +1 +1%
SFS
120
Sowell Financial Services
Arkansas
-$2.61M -176,673 Closed
BFA
121
Beaumont Financial Advisors
Massachusetts
-$2.07M -140,620 Closed
FIM
122
Freedom Investment Management
Connecticut
-$1.86M -126,044 Closed
VC
123
Vicus Capital
Pennsylvania
-$1.52M -103,186 Closed
FTUS
124
Flow Traders U.S.
New York
-$452K -30,643 Closed
GTAM
125
Global Trust Asset Management
Florida
-$232K -15,757 Closed