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Fidelity MSCI Energy Index ETF

177 hedge funds and large institutions have $417M invested in Fidelity MSCI Energy Index ETF in 2022 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 81 increasing their positions, 45 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

318% more call options, than puts

Call options by funds: $1.4M | Put options by funds: $336K

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

80% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 45

50% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 16

4% more funds holding

Funds holding: 170177 (+7)

1.09% more ownership

Funds ownership: 28.94%30.04% (+1.1%)

2% less capital invested

Capital invested by funds: $426M → $417M (-$9.47M)

Holders
177
Holders Change
+7
Holders Change %
+4.12%
% of All Funds
2.98%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
24
Increased
81
Reduced
45
Closed
16
Calls
$1.4M
Puts
$336K
Net Calls
+$1.07M
Net Calls Change
-$858K
Name Holding Trade Value Shares
Change
Change in
Stake
COCM
126
Charter Oak Capital Management
New Hampshire
$225K +$119K +5,455 +89%
SCA
127
Spearhead Capital Advisors
Florida
$224K
EWA
128
Exencial Wealth Advisors
Oklahoma
$218K
TSS
129
Two Sigma Securities
New York
$217K +$244K +11,170 New
DADC
130
D.A. Davidson & Co
Montana
$215K -$8.52K -390 -3%
KWM
131
KerberRose Wealth Management
Wisconsin
$215K +$243K +11,105 New
MWM
132
Modera Wealth Management
New Jersey
$207K +$233K +10,646 New
HF
133
HRT Financial
New York
$204K -$148K -6,781 -39%
JP Morgan Chase
134
JP Morgan Chase
New York
$165K +$65.4K +2,995 +54%
FA
135
Fortis Advisors
Pennsylvania
$160K +$1.9K +87 +1%
Rockefeller Capital Management
136
Rockefeller Capital Management
New York
$153K +$16K +734 +10%
US Bancorp
137
US Bancorp
Minnesota
$153K +$162K +7,400 +1,445%
GRP
138
Global Retirement Partners
California
$129K +$14.3K +655 +11%
Simplex Trading
139
Simplex Trading
Illinois
$120K +$60.4K +2,764 +80%
CA
140
Clearstead Advisors
Ohio
$111K
PNC Financial Services Group
141
PNC Financial Services Group
Pennsylvania
$86K +$19.7K +900 +26%
BCA
142
Bray Capital Advisors
Florida
$80K
Fifth Third Bancorp
143
Fifth Third Bancorp
Ohio
$75K
CFD
144
Creative Financial Designs
Indiana
$72K +$8.15K +373 +11%
EIP
145
Ellis Investment Partners
Pennsylvania
$71K +$3.02K +138 +4%
GWM
146
Geneos Wealth Management
Colorado
$56K -$15.7K -720 -20%
CAPTRUST Financial Advisors
147
CAPTRUST Financial Advisors
North Carolina
$48K +$13.9K +637 +34%
SPIA
148
Steward Partners Investment Advisory
New York
$41K +$46.5K +2,129 New
AP
149
Advisors Preferred
Maryland
$40K -$108K -4,922 -70%
MWM
150
Mascoma Wealth Management
New Hampshire
$40K