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Fidelity MSCI Energy Index ETF

164 hedge funds and large institutions have $415M invested in Fidelity MSCI Energy Index ETF in 2022 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 50 increasing their positions, 75 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

0.4% more ownership

Funds ownership: 30.04%30.43% (+0.4%)

0% less capital invested

Capital invested by funds: $417M → $415M (-$2.08M)

7% less funds holding

Funds holding: 177164 (-13)

33% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 75

52% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 21

Holders
164
Holders Change
-13
Holders Change %
-7.34%
% of All Funds
2.83%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.1%
New
10
Increased
50
Reduced
75
Closed
21
Calls
$2.69M
Puts
Net Calls
+$2.69M
Net Calls Change
+$1.62M
Name Holding Trade Value Shares
Change
Change in
Stake
CPA
101
Court Place Advisors
Maryland
$366K -$3.59K -173 -0.9%
CWM
102
Cornerstone Wealth Management
Missouri
$365K -$5.89K -284 -2%
Cerity Partners
103
Cerity Partners
New York
$365K +$10.2K +494 +3%
AAS
104
Ameritas Advisory Services
Nebraska
$363K -$33.9K -1,633 -8%
HF
105
HRT Financial
New York
$320K +$115K +5,560 +53%
NFG
106
Norris Financial Group
South Carolina
$317K -$223K -10,740 -40%
MC
107
Miramar Capital
Illinois
$309K
SHIM
108
Stone House Investment Management
Pennsylvania
$296K -$3.13M -150,695 -91%
TIA
109
Traphagen Investment Advisors
New Jersey
$292K -$83.8K -4,039 -22%
JWCA
110
J.W. Cole Advisors
Florida
$286K -$21.9K -1,058 -7%
BRWA
111
B. Riley Wealth Advisors
Florida
$279K +$7.3K +352 +3%
COCM
112
Charter Oak Capital Management
New Hampshire
$270K +$41.9K +2,021 +17%
CAN
113
Cetera Advisor Networks
California
$267K -$52.9K -2,550 -16%
FFN
114
Focus Financial Network
Minnesota
$265K -$11.1K -533 -4%
NL
115
NWAM LLC
Washington
$261K -$151K -7,273 -36%
TI
116
Trexquant Investment
Connecticut
$259K -$286K -13,776 -51%
FIM
117
Freedom Investment Management
Connecticut
$252K -$229K -11,021 -46%
MHR
118
Matthew Hamilton Rosenberg
$248K -$110K -5,299 -30%
HWA
119
Heartwood Wealth Advisors
Virginia
$246K
CFGS
120
Concourse Financial Group Securities
Alabama
$245K +$4.77K +230 +2%
RCWM
121
Royal Capital Wealth Management
Indiana
$240K +$2.7K +130 +1%
SCA
122
Spearhead Capital Advisors
Florida
$229K
EWA
123
Exencial Wealth Advisors
Oklahoma
$224K
DADC
124
D.A. Davidson & Co
Montana
$216K -$4.48K -216 -2%
SWM
125
Spire Wealth Management
Virginia
$196K -$45.6K -2,198 -18%