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Fidelity MSCI Energy Index ETF

177 hedge funds and large institutions have $417M invested in Fidelity MSCI Energy Index ETF in 2022 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 81 increasing their positions, 45 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

318% more call options, than puts

Call options by funds: $1.4M | Put options by funds: $336K

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

80% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 45

50% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 16

4% more funds holding

Funds holding: 170177 (+7)

1.09% more ownership

Funds ownership: 28.94%30.04% (+1.1%)

2% less capital invested

Capital invested by funds: $426M → $417M (-$9.47M)

Holders
177
Holders Change
+7
Holders Change %
+4.12%
% of All Funds
2.98%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
24
Increased
81
Reduced
45
Closed
16
Calls
$1.4M
Puts
$336K
Net Calls
+$1.07M
Net Calls Change
-$858K
Name Holding Trade Value Shares
Change
Change in
Stake
NL
101
NWAM LLC
Washington
$391K +$446K +20,404 New
Ameriprise
102
Ameriprise
Minnesota
$387K -$187K -8,574 -30%
AAS
103
Ameritas Advisory Services
Nebraska
$387K +$92.1K +4,215 +27%
BCM
104
Beaumont Capital Management
Massachusetts
$368K +$415K +18,984 New
TIA
105
Traphagen Investment Advisors
New Jersey
$364K -$26.2K -1,198 -6%
CWM
106
Cornerstone Wealth Management
Missouri
$363K -$87.2K -3,992 -18%
CPA
107
Court Place Advisors
Maryland
$361K -$15K -688 -4%
MHR
108
Matthew Hamilton Rosenberg
$350K
PAG
109
Private Advisor Group
New Jersey
$350K +$74.2K +3,397 +23%
Cerity Partners
110
Cerity Partners
New York
$347K +$390K +17,862 New
SA
111
Strategic Advisors
New York
$343K +$40.1K +1,835 +12%
PAS
112
Park Avenue Securities
New York
$340K +$38.7K +1,772 +11%
RJA
113
Raymond James & Associates
Florida
$331K -$55.3K -2,531 -13%
CAN
114
Cetera Advisor Networks
California
$310K +$11.8K +541 +4%
JWCA
115
J.W. Cole Advisors
Florida
$300K +$23.5K +1,076 +7%
CCA
116
Childress Capital Advisors
Texas
$288K -$359K -16,416 -52%
Cetera Investment Advisers
117
Cetera Investment Advisers
Illinois
$280K +$315K +14,435 New
HT
118
HAP Trading
New York
$272K +$307K +14,037 New
FFN
119
Focus Financial Network
Minnesota
$269K +$39.3K +1,797 +15%
BRWA
120
B. Riley Wealth Advisors
Florida
$265K +$53.7K +2,457 +22%
MC
121
Miramar Capital
Illinois
$246K
HWA
122
Heartwood Wealth Advisors
Virginia
$240K
CFGS
123
Concourse Financial Group Securities
Alabama
$235K +$2.71K +124 +1%
SWM
124
Spire Wealth Management
Virginia
$234K -$229K -10,477 -47%
RCWM
125
Royal Capital Wealth Management
Indiana
$232K +$2.77K +127 +1%