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Fidelity MSCI Energy Index ETF

162 hedge funds and large institutions have $413M invested in Fidelity MSCI Energy Index ETF in 2022 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 49 increasing their positions, 74 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
162
Holders Change
-13
Holders Change %
-7.43%
% of All Funds
2.8%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.09%
New
10
Increased
49
Reduced
74
Closed
21
Calls
$2.69M
Puts
Net Calls
+$2.69M
Net Calls Change
+$1.62M
Name Holding Trade Value Shares
Change
Shares
Change %
PNC Financial Services Group
126
PNC Financial Services Group
Pennsylvania
$88K
BCA
127
Bray Capital Advisors
Florida
$81K
Fifth Third Bancorp
128
Fifth Third Bancorp
Ohio
$77K
EIP
129
Ellis Investment Partners
Pennsylvania
$66K -$7.34K -371 -10%
CFD
130
Creative Financial Designs
Indiana
$65K -$9.17K -461 -12%
AIP
131
Almanack Investment Partners
Pennsylvania
$55K +$55K +2,750 New
GRP
132
Global Retirement Partners
California
$42K -$123K -4,972 -75%
SPIA
133
Steward Partners Investment Advisory
New York
$42K
MWM
134
Mascoma Wealth Management
New Hampshire
$41K
Franklin Resources
135
Franklin Resources
California
$39K
Carson Wealth (CWM LLC)
136
Carson Wealth (CWM LLC)
Nebraska
$31K -$2.03K -103 -6%
PO
137
Private Ocean
California
$22K +$22K +1,113 New
FWM
138
Focused Wealth Management
New York
$20K -$1.74K -86 -8%
HPC
139
HM Payson & Co
Maine
$20K
NFSG
140
Newbridge Financial Services Group
Florida
$19K +$19K +953 New
FCMT
141
Founders Capital Management (Texas)
Texas
$15K
US Bancorp
142
US Bancorp
Minnesota
$14K -$149K -7,232 -91%
CG
143
Cutler Group
California
$13K +$13K +700 New
TCM
144
Tradewinds Capital Management
Washington
$12K +$141 +7 +1%
AIC
145
Archer Investment Corporation
Indiana
$11.4K
National Bank of Canada
146
National Bank of Canada
Quebec, Canada
$10K +$10K +511 New
GWM
147
Geneos Wealth Management
Colorado
$8K -$44.2K -2,432 -85%
SFCL
148
Strengthening Families & Communities LLC
Massachusetts
$8K +$172 +9 +2%
AA
149
Addison Advisors
Vermont
$7K
HR
150
Howe & Rusling
New York
$6K