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Fidelity MSCI Energy Index ETF

173 hedge funds and large institutions have $510M invested in Fidelity MSCI Energy Index ETF in 2023 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 67 increasing their positions, 72 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,521% more call options, than puts

Call options by funds: $1.39M | Put options by funds: $53K

17% more capital invested

Capital invested by funds: $436M → $510M (+$74.7M)

3.01% more ownership

Funds ownership: 31.37%34.38% (+3%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

7% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 72

9% less funds holding

Funds holding: 191173 (-18)

57% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 30

Holders
173
Holders Change
-18
Holders Change %
-9.42%
% of All Funds
2.72%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
13
Increased
67
Reduced
72
Closed
30
Calls
$1.39M
Puts
$53K
Net Calls
+$1.34M
Net Calls Change
-$349K
Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
101
Pinnacle Wealth Management Group
Michigan
$363K -$849K -38,451 -70%
PA
102
Parallel Advisors
California
$361K +$360K +16,301 New
WA
103
WealthTrust Axiom
Pennsylvania
$353K -$49.7K -2,250 -12%
VA
104
Valmark Advisers
Ohio
$353K +$98.1K +4,440 +39%
EH
105
Equitable Holdings
New York
$346K -$240K -10,867 -41%
BCA
106
Bay Colony Advisors
Massachusetts
$344K -$79.9K -3,616 -19%
CPA
107
Court Place Advisors
Maryland
$342K -$66.1K -2,991 -16%
RSWM
108
Robertson Stephens Wealth Management
California
$339K -$2.03K -92 -0.6%
SWP
109
Stratos Wealth Partners
Ohio
$331K -$98.8K -4,470 -23%
LWM
110
LJI Wealth Management
Indiana
$329K -$34.2K -1,550 -9%
CWM
111
Cornerstone Wealth Management
Missouri
$324K +$7.49K +339 +2%
VWM
112
Venturi Wealth Management
Texas
$308K -$37.4K -1,691 -11%
BRWA
113
B. Riley Wealth Advisors
Florida
$306K +$4.64K +210 +2%
SAM
114
Secure Asset Management
Michigan
$303K -$179K -8,088 -37%
CFGS
115
Concourse Financial Group Securities
Alabama
$293K -$24.9K -1,126 -8%
IAN
116
Integrated Advisors Network
Texas
$292K +$291K +13,181 New
FFN
117
Focus Financial Network
Minnesota
$287K +$2.41K +109 +0.8%
FOFP
118
Fee-Only Financial Planning
South Carolina
$284K
MHR
119
Matthew Hamilton Rosenberg
$277K +$22 +1 +0%
Northern Trust
120
Northern Trust
Illinois
$268K -$2.71M -122,889 -91%
FT
121
Fiduciary Trust
Massachusetts
$266K
EWA
122
Exencial Wealth Advisors
Oklahoma
$250K +$574 +26 +0.2%
CAPTRUST Financial Advisors
123
CAPTRUST Financial Advisors
North Carolina
$249K +$248K +11,244 New
JWCA
124
J.W. Cole Advisors
Florida
$244K -$50.4K -2,282 -17%
HWA
125
Heartwood Wealth Advisors
Virginia
$227K