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Fidelity MSCI Energy Index ETF

222 hedge funds and large institutions have $510M invested in Fidelity MSCI Energy Index ETF in 2024 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 73 increasing their positions, 65 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

7,625% more call options, than puts

Call options by funds: $927K | Put options by funds: $12K

156% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 18

12% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 65

9% more funds holding

Funds holding: 203222 (+19)

0.45% more ownership

Funds ownership: 34%34.45% (+0.45%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less capital invested

Capital invested by funds: $523M → $510M (-$12.5M)

Holders
222
Holders Change
+19
Holders Change %
+9.36%
% of All Funds
2.92%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
46
Increased
73
Reduced
65
Closed
18
Calls
$927K
Puts
$12K
Net Calls
+$915K
Net Calls Change
+$361K
Name Holding Trade Value Shares
Change
Change in
Stake
PA
101
Parallel Advisors
California
$389K
VWM
102
VCI Wealth Management
Missouri
$379K +$15.7K +626 +4%
TSS
103
Two Sigma Securities
New York
$378K +$94.4K +3,767 +31%
ANBT
104
American National Bank & Trust
Texas
$372K +$234K +9,357 +149%
CWM
105
Congress Wealth Management
Massachusetts
$364K +$75.9K +3,028 +25%
PAS
106
Park Avenue Securities
New York
$364K -$456K -18,215 -54%
LWA
107
LifeGoal Wealth Advisors
New York
$362K +$380K +15,185 New
COCM
108
Charter Oak Capital Management
New Hampshire
$362K -$476 -19 -0.1%
BCA
109
Bay Colony Advisors
Massachusetts
$356K +$25 +1 +0%
Bank of New York Mellon
110
Bank of New York Mellon
New York
$354K -$221K -8,811 -37%
CFGS
111
Concourse Financial Group Securities
Alabama
$353K +$2.28K +91 +0.7%
Wealth Enhancement Advisory Services
112
Wealth Enhancement Advisory Services
Minnesota
$353K -$9.97K -398 -3%
LWM
113
LJI Wealth Management
Indiana
$346K -$16.7K -665 -4%
AWM
114
Able Wealth Management
New Jersey
$342K -$54.7K -2,183 -13%
SF
115
Summit Financial
New Jersey
$319K -$14.7K -586 -4%
WMWM
116
Wilkins Miller Wealth Management
Alabama
$316K +$332K +13,260 New
SWP
117
Stratos Wealth Partners
Ohio
$316K -$34K -1,358 -9%
BCM
118
Brookstone Capital Management
Illinois
$315K -$10.4K -414 -3%
FFS
119
Fischer Financial Services
Pennsylvania
$309K +$325K +12,981 New
TA
120
TrueWealth Advisors
Alabama
$303K -$501 -20 -0.2%
CPA
121
Court Place Advisors
Maryland
$302K -$55K -2,196 -15%
LA
122
Lifeworks Advisors
Michigan
$300K +$51K +2,034 +19%
EH
123
Equitable Holdings
New York
$289K -$73.2K -2,920 -19%
FFN
124
Focus Financial Network
Minnesota
$289K +$16.5K +659 +6%
MML Investors Services
125
MML Investors Services
Massachusetts
$287K -$7.09K -283 -2%