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Fidelity MSCI Energy Index ETF

149 hedge funds and large institutions have $315M invested in Fidelity MSCI Energy Index ETF in 2021 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 52 increasing their positions, 38 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

255% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 11

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

37% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 38

26% more capital invested

Capital invested by funds: $251M → $315M (+$64.1M)

20% more funds holding

Funds holding: 124149 (+25)

3.62% more ownership

Funds ownership: 27%30.63% (+3.6%)

63% less call options, than puts

Call options by funds: $241K | Put options by funds: $648K

Holders
149
Holders Change
+25
Holders Change %
+20.16%
% of All Funds
2.29%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
39
Increased
52
Reduced
38
Closed
11
Calls
$241K
Puts
$648K
Net Calls
-$407K
Net Calls Change
-$1.38M
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
101
Ameritas Advisory Services
Nebraska
$173K +$176K +11,372 New
DADC
102
D.A. Davidson & Co
Montana
$171K +$947 +61 +0.5%
EWA
103
Exencial Wealth Advisors
Oklahoma
$171K +$175K +11,260 New
BFPW
104
BOK Financial Private Wealth
Colorado
$169K +$173K +11,141 New
PAS
105
Park Avenue Securities
New York
$160K +$163K +10,511 New
TSS
106
Two Sigma Securities
New York
$157K -$49.8K -3,212 -24%
GI
107
Gradient Investments
Minnesota
$146K
FA
108
Fortis Advisors
Pennsylvania
$136K -$36.2K -2,334 -21%
COCM
109
Charter Oak Capital Management
New Hampshire
$91K +$15.3K +987 +20%
Rockefeller Capital Management
110
Rockefeller Capital Management
New York
$88K +$7.76K +500 +9%
CA
111
Clearstead Advisors
Ohio
$87K
BCA
112
Bray Capital Advisors
Florida
$64K
Fifth Third Bancorp
113
Fifth Third Bancorp
Ohio
$59K
PNC Financial Services Group
114
PNC Financial Services Group
Pennsylvania
$54K
CFD
115
Creative Financial Designs
Indiana
$51K -$6.16K -397 -11%
EVM
116
Eaton Vance Management
Massachusetts
$49K
AP
117
Advisors Preferred
Maryland
$48K +$48.2K +3,107 New
MWM
118
Mascoma Wealth Management
New Hampshire
$32K
Franklin Resources
119
Franklin Resources
California
$30K
Carson Wealth (CWM LLC)
120
Carson Wealth (CWM LLC)
Nebraska
$26K +$26.8K +1,725 New
FP
121
Financial Perspectives
Minnesota
$19.5K +$186 +12 +0.9%
FWM
122
Focused Wealth Management
New York
$16K +$16 +1 +0.1%
IAG
123
Investmark Advisory Group
Connecticut
$15K +$16K +1,033 New
MCC
124
Money Concepts Capital
Florida
$14K +$14.7K +950 New
FMTCOCP
125
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$13K