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Fidelity MSCI Energy Index ETF

191 hedge funds and large institutions have $436M invested in Fidelity MSCI Energy Index ETF in 2023 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 74 increasing their positions, 67 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

6,740% more call options, than puts

Call options by funds: $1.71M | Put options by funds: $25K

25% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 16

10% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 67

0.29% more ownership

Funds ownership: 31.09%31.37% (+0.29%)

0% more funds holding

Funds holding: 191191 (0)

14% less capital invested

Capital invested by funds: $506M → $436M (-$70.5M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
191
Holders Change
Holders Change %
0%
% of All Funds
3.04%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
20
Increased
74
Reduced
67
Closed
16
Calls
$1.71M
Puts
$25K
Net Calls
+$1.69M
Net Calls Change
-$165K
Name Holding Trade Value Shares
Change
Change in
Stake
COCM
101
Charter Oak Capital Management
New Hampshire
$473K +$66.6K +2,862 +16%
SWP
102
Stratos Wealth Partners
Ohio
$436K +$19.3K +828 +4%
BCA
103
Bay Colony Advisors
Massachusetts
$427K +$5.77K +248 +1%
CPA
104
Court Place Advisors
Maryland
$414K +$233 +10 +0.1%
WA
105
WealthTrust Axiom
Pennsylvania
$408K -$5.82K -250 -1%
ACA
106
Atlas Capital Advisors
Wyoming
$398K -$176K -7,551 -30%
BCI
107
Brinker Capital Investments
Pennsylvania
$398K +$413K +17,745 New
OPS
108
Orion Portfolio Solutions
Nebraska
$398K +$413K +17,745 New
LNC
109
Lincoln National Corp
Pennsylvania
$397K -$134K -5,773 -25%
NFG
110
Norris Financial Group
South Carolina
$374K +$16.5K +710 +4%
LWM
111
LJI Wealth Management
Indiana
$368K
FIM
112
Freedom Investment Management
Connecticut
$359K +$160K +6,855 +75%
VWM
113
Venturi Wealth Management
Texas
$350K +$363K +15,576 New
RSWM
114
Robertson Stephens Wealth Management
California
$345K -$50.2K -2,156 -12%
CFGS
115
Concourse Financial Group Securities
Alabama
$322K +$17K +730 +5%
CWM
116
Cornerstone Wealth Management
Missouri
$320K +$332K +14,264 New
BRWA
117
B. Riley Wealth Advisors
Florida
$305K -$13.2K -567 -4%
JWCA
118
J.W. Cole Advisors
Florida
$298K +$1.77K +76 +0.6%
EWA
119
EP Wealth Advisors
California
$292K +$170K +7,289 New
JWM
120
Jackson Wealth Management
Florida
$292K +$302K +12,991 New
FFN
121
Focus Financial Network
Minnesota
$289K -$70K -3,005 -19%
FOFP
122
Fee-Only Financial Planning
South Carolina
$288K -$11.6K -500 -4%
MC
123
Miramar Capital
Illinois
$285K
MHR
124
Matthew Hamilton Rosenberg
$280K
TIA
125
Traphagen Investment Advisors
New Jersey
$278K -$15.7K -675 -5%