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Fidelity MSCI Energy Index ETF

191 hedge funds and large institutions have $506M invested in Fidelity MSCI Energy Index ETF in 2022 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 66 increasing their positions, 61 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,033% more call options, than puts

Call options by funds: $1.94M | Put options by funds: $91K

320% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 10

22% more capital invested

Capital invested by funds: $415M → $506M (+$91.2M)

16% more funds holding

Funds holding: 164191 (+27)

8% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 61

0.65% more ownership

Funds ownership: 30.43%31.09% (+0.65%)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
191
Holders Change
+27
Holders Change %
+16.46%
% of All Funds
3.07%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
42
Increased
66
Reduced
61
Closed
10
Calls
$1.94M
Puts
$91K
Net Calls
+$1.85M
Net Calls Change
-$837K
Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
101
Cerity Partners
New York
$524K +$86.9K +3,643 +20%
SHIM
102
Stone House Investment Management
Pennsylvania
$512K +$157K +6,577 +44%
BCA
103
Bay Colony Advisors
Massachusetts
$451K -$9.67K -405 -2%
SWP
104
Stratos Wealth Partners
Ohio
$443K -$54.8K -2,297 -11%
WA
105
WealthTrust Axiom
Pennsylvania
$440K -$40K -1,677 -8%
CPA
106
Court Place Advisors
Maryland
$439K +$191 +8 +0%
COCM
107
Charter Oak Capital Management
New Hampshire
$434K +$110K +4,596 +34%
RSWM
108
Robertson Stephens Wealth Management
California
$418K -$248K -10,373 -37%
Jane Street
109
Jane Street
New York
$410K -$10.6M -444,383 -96%
CWP
110
Core Wealth Partners
California
$400K +$315K +13,210 New
LWM
111
LJI Wealth Management
Indiana
$391K +$392K +16,406 New
NFG
112
Norris Financial Group
South Carolina
$380K -$382 -16 -0.1%
FFN
113
Focus Financial Network
Minnesota
$378K +$60.2K +2,521 +19%
BRWA
114
B. Riley Wealth Advisors
Florida
$337K +$3.6K +151 +1%
CFGS
115
Concourse Financial Group Securities
Alabama
$325K +$31.4K +1,316 +11%
FOFP
116
Fee-Only Financial Planning
South Carolina
$317K +$318K +13,315 New
JWCA
117
J.W. Cole Advisors
Florida
$315K -$27.8K -1,166 -8%
HI
118
Harbour Investments
Wisconsin
$312K -$232K -9,727 -43%
TIA
119
Traphagen Investment Advisors
New Jersey
$311K -$39.7K -1,665 -11%
PAG
120
Private Advisor Group
New Jersey
$308K +$439K +18,398 +95%
MC
121
Miramar Capital
Illinois
$303K
MHR
122
Matthew Hamilton Rosenberg
$298K
RCWM
123
Royal Capital Wealth Management
Indiana
$290K +$2.39K +100 +0.8%
AWA
124
Amplius Wealth Advisors
Pennsylvania
$285K +$285K +11,954 New
EWA
125
Exencial Wealth Advisors
Oklahoma
$268K