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Fidelity MSCI Energy Index ETF

164 hedge funds and large institutions have $415M invested in Fidelity MSCI Energy Index ETF in 2022 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 50 increasing their positions, 75 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

0.4% more ownership

Funds ownership: 30.04%30.43% (+0.4%)

0% less capital invested

Capital invested by funds: $417M → $415M (-$2.08M)

7% less funds holding

Funds holding: 177164 (-13)

33% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 75

52% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 21

Holders
164
Holders Change
-13
Holders Change %
-7.34%
% of All Funds
2.83%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.1%
New
10
Increased
50
Reduced
75
Closed
21
Calls
$2.69M
Puts
Net Calls
+$2.69M
Net Calls Change
+$1.62M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
126
Clearstead Advisors
Ohio
$113K
Rockefeller Capital Management
127
Rockefeller Capital Management
New York
$107K -$51.9K -2,500 -32%
PNC Financial Services Group
128
PNC Financial Services Group
Pennsylvania
$88K
BCA
129
Bray Capital Advisors
Florida
$81K
Fifth Third Bancorp
130
Fifth Third Bancorp
Ohio
$77K
EIP
131
Ellis Investment Partners
Pennsylvania
$66K -$7.7K -371 -10%
CFD
132
Creative Financial Designs
Indiana
$65K -$9.56K -461 -12%
AIP
133
Almanack Investment Partners
Pennsylvania
$55K +$57.1K +2,750 New
GRP
134
Global Retirement Partners
California
$42K -$103K -4,972 -75%
SPIA
135
Steward Partners Investment Advisory
New York
$42K
MWM
136
Mascoma Wealth Management
New Hampshire
$41K
Franklin Resources
137
Franklin Resources
California
$39K
Carson Wealth (CWM LLC)
138
Carson Wealth (CWM LLC)
Nebraska
$31K -$2.14K -103 -6%
PO
139
Private Ocean
California
$22K +$23.1K +1,113 New
FWM
140
Focused Wealth Management
New York
$20K -$1.78K -86 -8%
HPC
141
HM Payson & Co
Maine
$20K
NFSG
142
Newbridge Financial Services Group
Florida
$19K +$19.8K +953 New
FCMT
143
Founders Capital Management (Texas)
Texas
$15K
US Bancorp
144
US Bancorp
Minnesota
$14K -$150K -7,232 -91%
CG
145
Cutler Group
California
$13K +$14.5K +700 New
TCM
146
Tradewinds Capital Management
Washington
$12K +$145 +7 +1%
AIC
147
Archer Investment Corporation
Indiana
$11.4K
National Bank of Canada
148
National Bank of Canada
Quebec, Canada
$10K +$10.6K +511 New
GWM
149
Geneos Wealth Management
Colorado
$8K -$50.5K -2,432 -85%
SFCL
150
Strengthening Families & Communities LLC
Massachusetts
$8K +$187 +9 +2%