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Fidelity MSCI Energy Index ETF

203 hedge funds and large institutions have $523M invested in Fidelity MSCI Energy Index ETF in 2024 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 73 increasing their positions, 71 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,131% more call options, than puts

Call options by funds: $580K | Put options by funds: $26K

10% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 21

3% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 71

0% more funds holding

Funds holding: 203203 (0)

6.54% less ownership

Funds ownership: 40.54%34% (-6.5%)

30% less capital invested

Capital invested by funds: $744M → $523M (-$221M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
203
Holders Change
Holders Change %
0%
% of All Funds
2.91%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
23
Increased
73
Reduced
71
Closed
21
Calls
$580K
Puts
$26K
Net Calls
+$554K
Net Calls Change
-$221K
Name Holding Trade Value Shares
Change
Change in
Stake
AFA
101
AA Financial Advisors
Ohio
$393K +$146K +5,943 +57%
PA
102
Parallel Advisors
California
$393K
Pathstone Holdings
103
Pathstone Holdings
New Jersey
$392K +$42.7K +1,737 +12%
MWM
104
Meridian Wealth Management
Kentucky
$378K +$386K +15,718 New
EWS
105
Evergreen Wealth Solutions
Pennsylvania
$370K -$176K -7,175 -32%
VWM
106
VCI Wealth Management
Missouri
$368K -$469K -19,081 -56%
Wealth Enhancement Advisory Services
107
Wealth Enhancement Advisory Services
Minnesota
$366K -$53.3K -2,169 -12%
COCM
108
Charter Oak Capital Management
New Hampshire
$366K +$7.69K +313 +2%
LWM
109
LJI Wealth Management
Indiana
$365K -$3.56K -145 -0.9%
EH
110
Equitable Holdings
New York
$362K -$140K -5,714 -28%
BCA
111
Bay Colony Advisors
Massachusetts
$360K +$1.97K +80 +0.5%
CPA
112
Court Place Advisors
Maryland
$358K +$5.6K +228 +2%
SWP
113
Stratos Wealth Partners
Ohio
$352K -$557K -22,660 -61%
SF
114
Summit Financial
New Jersey
$336K +$343K +13,964 New
AI
115
Atria Investments
North Carolina
$334K -$224K -9,102 -40%
CFGS
116
Concourse Financial Group Securities
Alabama
$331K +$2.73K +111 +0.8%
BCM
117
Brookstone Capital Management
Illinois
$328K -$1.5K -61 -0.4%
FOFP
118
Fee-Only Financial Planning
South Carolina
$309K
TA
119
TrueWealth Advisors
Alabama
$307K +$20.8K +846 +7%
IA
120
IFP Advisors
Florida
$303K -$1.55M -63,007 -83%
Mercer Global Advisors
121
Mercer Global Advisors
Colorado
$301K +$71.9K +2,926 +31%
MML Investors Services
122
MML Investors Services
Massachusetts
$296K -$2.74M -111,392 -90%
CWM
123
Congress Wealth Management
Massachusetts
$295K +$22.5K +914 +8%
TSS
124
Two Sigma Securities
New York
$291K +$297K +12,092 New
FT
125
Fiduciary Trust
Massachusetts
$289K