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Fidelity MSCI Energy Index ETF

175 hedge funds and large institutions have $415M invested in Fidelity MSCI Energy Index ETF in 2022 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 80 increasing their positions, 45 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
175
Holders Change
+6
Holders Change %
+3.55%
% of All Funds
2.96%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
23
Increased
80
Reduced
45
Closed
16
Calls
$1.4M
Puts
$336K
Net Calls
+$1.07M
Net Calls Change
-$858K
Name Holding Trade Value Shares
Change
Shares
Change %
EWA
126
Exencial Wealth Advisors
Oklahoma
$218K
TSS
127
Two Sigma Securities
New York
$217K +$217K +11,170 New
DADC
128
D.A. Davidson & Co
Montana
$215K -$7.57K -390 -3%
KWM
129
KerberRose Wealth Management
Wisconsin
$215K +$215K +11,105 New
MWM
130
Modera Wealth Management
New Jersey
$207K +$207K +10,646 New
HF
131
HRT Financial
New York
$204K -$131K -6,781 -39%
JPMorgan Chase & Co
132
JPMorgan Chase & Co
New York
$165K +$58.1K +2,995 +54%
FA
133
Fortis Advisors
Pennsylvania
$160K +$1.69K +87 +1%
Rockefeller Capital Management
134
Rockefeller Capital Management
New York
$153K +$14.2K +734 +10%
US Bancorp
135
US Bancorp
Minnesota
$153K +$143K +7,400 +1,445%
GRP
136
Global Retirement Partners
California
$129K +$12.7K +655 +11%
Simplex Trading
137
Simplex Trading
Illinois
$120K +$53.3K +2,764 +80%
CA
138
Clearstead Advisors
Ohio
$111K
PNC Financial Services Group
139
PNC Financial Services Group
Pennsylvania
$86K +$17.6K +900 +26%
BCA
140
Bray Capital Advisors
Florida
$80K
Fifth Third Bancorp
141
Fifth Third Bancorp
Ohio
$75K
CFD
142
Creative Financial Designs
Indiana
$72K +$7.2K +373 +11%
EIP
143
Ellis Investment Partners
Pennsylvania
$71K +$2.64K +138 +4%
GWM
144
Geneos Wealth Management
Colorado
$56K -$14K -720 -20%
CAPTRUST Financial Advisors
145
CAPTRUST Financial Advisors
North Carolina
$48K +$12.3K +637 +34%
SPIA
146
Steward Partners Investment Advisory
New York
$41K +$41K +2,129 New
AP
147
Advisors Preferred
Maryland
$40K -$95.5K -4,922 -70%
MWM
148
Mascoma Wealth Management
New Hampshire
$40K
Franklin Resources
149
Franklin Resources
California
$38K
Carson Wealth (CWM LLC)
150
Carson Wealth (CWM LLC)
Nebraska
$33K -$3.58K -182 -10%