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Fidelity MSCI Energy Index ETF

189 hedge funds and large institutions have $594M invested in Fidelity MSCI Energy Index ETF in 2023 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 66 increasing their positions, 64 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

4,629% more call options, than puts

Call options by funds: $3.07M | Put options by funds: $65K

107% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 15

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

16% more capital invested

Capital invested by funds: $510M → $594M (+$83.8M)

9% more funds holding

Funds holding: 173189 (+16)

3% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 64

0.94% more ownership

Funds ownership: 34.38%35.32% (+0.94%)

Holders
189
Holders Change
+16
Holders Change %
+9.25%
% of All Funds
3%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
31
Increased
66
Reduced
64
Closed
15
Calls
$3.07M
Puts
$65K
Net Calls
+$3.01M
Net Calls Change
+$1.67M
Name Holding Trade Value Shares
Change
Change in
Stake
OPS
101
Orion Portfolio Solutions
Nebraska
$483K +$1.66K +69 +0.4%
COCM
102
Charter Oak Capital Management
New Hampshire
$480K -$34.9K -1,453 -7%
TA
103
TrueWealth Advisors
Alabama
$448K -$121K -5,050 -22%
BCM
104
Brookstone Capital Management
Illinois
$441K -$78.3K -3,260 -16%
VA
105
Valmark Advisers
Ohio
$414K +$16.7K +695 +4%
MA
106
Mutual Advisors
Nebraska
$406K -$67.3K -2,799 -15%
PA
107
Parallel Advisors
California
$406K
EH
108
Equitable Holdings
New York
$402K +$13.1K +546 +3%
LWM
109
LJI Wealth Management
Indiana
$396K +$24.8K +1,034 +7%
CA
110
Cetera Advisors
Colorado
$392K +$378K +15,742 New
WA
111
WealthTrust Axiom
Pennsylvania
$385K -$12K -500 -3%
RSWM
112
Robertson Stephens Wealth Management
California
$381K
CPA
113
Court Place Advisors
Maryland
$378K -$6.7K -279 -2%
Qube Research & Technologies (QRT)
114
Qube Research & Technologies (QRT)
United Kingdom
$373K +$359K +14,960 New
BCA
115
Bay Colony Advisors
Massachusetts
$363K -$23.1K -963 -6%
OCM
116
One Capital Management
California
$359K -$88.8K -3,697 -20%
SWP
117
Stratos Wealth Partners
Ohio
$358K -$13.6K -568 -4%
BRWA
118
B. Riley Wealth Advisors
Florida
$344K +$577 +24 +0.2%
Wealth Enhancement Advisory Services
119
Wealth Enhancement Advisory Services
Minnesota
$338K +$326K +13,584 New
CFGS
120
Concourse Financial Group Securities
Alabama
$332K +$2.02K +84 +0.6%
FFN
121
Focus Financial Network
Minnesota
$324K +$841 +35 +0.3%
FOFP
122
Fee-Only Financial Planning
South Carolina
$319K
MHR
123
Matthew Hamilton Rosenberg
$311K
Northern Trust
124
Northern Trust
Illinois
$302K
FT
125
Fiduciary Trust
Massachusetts
$299K