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Fidelity MSCI Energy Index ETF

149 hedge funds and large institutions have $315M invested in Fidelity MSCI Energy Index ETF in 2021 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 52 increasing their positions, 38 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

255% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 11

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

37% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 38

26% more capital invested

Capital invested by funds: $251M → $315M (+$64.1M)

20% more funds holding

Funds holding: 124149 (+25)

3.62% more ownership

Funds ownership: 27%30.63% (+3.6%)

63% less call options, than puts

Call options by funds: $241K | Put options by funds: $648K

Holders
149
Holders Change
+25
Holders Change %
+20.16%
% of All Funds
2.29%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
39
Increased
52
Reduced
38
Closed
11
Calls
$241K
Puts
$648K
Net Calls
-$407K
Net Calls Change
-$1.38M
Name Holding Trade Value Shares
Change
Change in
Stake
EIP
126
Ellis Investment Partners
Pennsylvania
$12K +$3.21K +207 +33%
CAPTRUST Financial Advisors
127
CAPTRUST Financial Advisors
North Carolina
$11K
TCM
128
Tradewinds Capital Management
Washington
$9K +$78 +5 +0.9%
US Bancorp
129
US Bancorp
Minnesota
$8K -$6.21K -400 -44%
PP
130
PFS Partners
New Jersey
$7.82K +$7.99K +515 New
NFG
131
Next Financial Group
Texas
$6K +$5.76K +371 New
EW
132
Element Wealth
Mississippi
$5K +$47 +3 +1%
HR
133
Howe & Rusling
New York
$5K +$4.66K +300 New
FF
134
FourThought Financial
Florida
$4K
EWA
135
EverSource Wealth Advisors
Alabama
$4K +$3.68K +237 New
SSB
136
Sandy Spring Bank
Maryland
$4K +$3.74K +241 New
WFS
137
Widmann Financial Services
Maryland
$4K +$4.5K +290 New
BHWM
138
Beaird Harris Wealth Management
Texas
$3K +$2.58K +166 New
CA
139
CoreCap Advisors
Michigan
$3K +$3.4K +219 New
Koshinski Asset Management
140
Koshinski Asset Management
Illinois
$2.35K
LWA
141
Lowe Wealth Advisors
Maryland
$2K
Simplex Trading
142
Simplex Trading
Illinois
$2K +$2.82K +182 New
LPWM
143
Lake Point Wealth Management
Texas
$1K +$16 +1 +1%
CWP
144
Concord Wealth Partners
Virginia
$1K +$1.16K +75 New
SFCL
145
Strengthening Families & Communities LLC
Massachusetts
$166 +$6.32K +407 New
TCWA
146
Ten Capital Wealth Advisors
Washington
-$39K -2,741 Closed
GRP
147
Global Retirement Partners
California
-$36K -2,490 Closed
GWMIA
148
Global Wealth Management Investment Advisory
Florida
-$24K -1,680 Closed
TWA
149
TCI Wealth Advisors
Arizona
-$10K -716 Closed
JAWM
150
J. Arnold Wealth Management
Ohio
-$10K -676 Closed