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Fidelity MSCI Energy Index ETF

209 hedge funds and large institutions have $784M invested in Fidelity MSCI Energy Index ETF in 2024 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 74 increasing their positions, 71 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more capital invested

Capital invested by funds: $ → $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

6% more funds holding

Funds holding: 198209 (+11)

4% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 71

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
209
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.02M
Puts
$512K
Net Calls
Net Calls Change

Top Buyers

1 +$225M
2 +$67.9M
3 +$3.09M
4
TI
Tidal Investments
Wisconsin
+$1.92M
5
Goldman Sachs
Goldman Sachs
New York
+$1.89M

Top Sellers

1 -$20.3M
2 -$8.59M
3 -$7.96M
4
Osaic Holdings
Osaic Holdings
Arizona
-$5.43M
5
WA
Win Advisors
Florida
-$2.96M
Name Holding Trade Value Shares
Change
Change in
Stake
101
$537K
102
$532K
103
$528K
104
$514K
105
$498K
106
$493K
107
$450K
108
$422K
109
$409K
110
$396K
111
$384K
112
$381K
113
$381K
114
$374K
115
$365K
116
$363K
117
$360K
118
$354K
119
$350K
120
$344K
121
$341K
122
$332K
123
$321K
124
$316K
125
$311K