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Fidelity MSCI Energy Index ETF

203 hedge funds and large institutions have $744M invested in Fidelity MSCI Energy Index ETF in 2024 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 77 increasing their positions, 64 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

934% more call options, than puts

Call options by funds: $858K | Put options by funds: $83K

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

20% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 64

7% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 29

2.6% less ownership

Funds ownership: 43.15%40.54% (-2.6%)

3% less funds holding

Funds holding: 209203 (-6)

5% less capital invested

Capital invested by funds: $784M → $744M (-$40.1M)

Holders
203
Holders Change
-6
Holders Change %
-2.87%
% of All Funds
2.93%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
27
Increased
77
Reduced
64
Closed
29
Calls
$858K
Puts
$83K
Net Calls
+$775K
Net Calls Change
+$263K
Name Holding Trade Value Shares
Change
Change in
Stake
AA
101
Axiom Advisory
California
$489K +$489K +19,131 New
Cerity Partners
102
Cerity Partners
New York
$482K -$921 -36 -0.2%
AWM
103
Able Wealth Management
New Jersey
$473K -$25.9K -1,013 -5%
VWA
104
Visionary Wealth Advisors
Illinois
$464K +$473K +18,487 New
CPL
105
CAP Partners LLC
Tennessee
$447K -$159K -6,205 -26%
Wealth Enhancement Advisory Services
106
Wealth Enhancement Advisory Services
Minnesota
$436K +$127K +4,974 +40%
HI
107
Harbour Investments
Wisconsin
$429K -$6.75K -264 -2%
PA
108
Parallel Advisors
California
$409K
Citigroup
109
Citigroup
New York
$389K +$248K +9,709 +168%
LWM
110
LJI Wealth Management
Indiana
$384K
COCM
111
Charter Oak Capital Management
New Hampshire
$373K +$614 +24 +0.2%
BCA
112
Bay Colony Advisors
Massachusetts
$373K +$3.45K +135 +0.9%
CPA
113
Court Place Advisors
Maryland
$367K +$37.8K +1,478 +11%
Pathstone Holdings
114
Pathstone Holdings
New Jersey
$365K +$13.3K +520 +4%
BCM
115
Brookstone Capital Management
Illinois
$352K -$19.7K -771 -5%
MSWM
116
Mowery & Schoenfeld Wealth Management
Illinois
$344K +$234K +9,134 +200%
CFGS
117
Concourse Financial Group Securities
Alabama
$342K +$2.46K +96 +0.7%
FOFP
118
Fee-Only Financial Planning
South Carolina
$322K
WA
119
WealthTrust Axiom
Pennsylvania
$319K -$25.6K -1,000 -7%
FT
120
Fiduciary Trust
Massachusetts
$301K
TA
121
TrueWealth Advisors
Alabama
$298K -$52K -2,035 -15%
EWA
122
Exencial Wealth Advisors
Oklahoma
$295K
FFN
123
Focus Financial Network
Minnesota
$291K +$997 +39 +0.3%
MHR
124
Matthew Hamilton Rosenberg
$286K
CWM
125
Congress Wealth Management
Massachusetts
$285K +$290K +11,344 New