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Fidelity MSCI Energy Index ETF

191 hedge funds and large institutions have $436M invested in Fidelity MSCI Energy Index ETF in 2023 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 74 increasing their positions, 67 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

6,740% more call options, than puts

Call options by funds: $1.71M | Put options by funds: $25K

25% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 16

10% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 67

0.29% more ownership

Funds ownership: 31.09%31.37% (+0.29%)

0% more funds holding

Funds holding: 191191 (0)

14% less capital invested

Capital invested by funds: $506M → $436M (-$70.5M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
191
Holders Change
Holders Change %
0%
% of All Funds
3.04%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
20
Increased
74
Reduced
67
Closed
16
Calls
$1.71M
Puts
$25K
Net Calls
+$1.69M
Net Calls Change
-$165K
Name Holding Trade Value Shares
Change
Change in
Stake
RCWM
126
Royal Capital Wealth Management
Indiana
$276K +$2.7K +116 +1%
AWA
127
Amplius Wealth Advisors
Pennsylvania
$274K +$5.82K +250 +2%
FT
128
Fiduciary Trust
Massachusetts
$270K +$47.3K +2,030 +20%
VA
129
Valmark Advisers
Ohio
$258K +$268K +11,501 New
EWA
130
Exencial Wealth Advisors
Oklahoma
$253K
IFG
131
Independent Financial Group
California
$238K -$12.2K -525 -5%
FTUS
132
Flow Traders U.S.
New York
$236K +$245K +10,509 New
BJL
133
Brighton Jones LLC
Washington
$230K -$3.1K -133 -1%
HWA
134
Heartwood Wealth Advisors
Virginia
$230K
HI
135
Harbour Investments
Wisconsin
$225K -$71K -3,050 -23%
CAC
136
Certified Advisory Corp
Florida
$224K +$7.89K +339 +4%
SHIM
137
Stone House Investment Management
Pennsylvania
$215K -$277K -11,900 -55%
CFS
138
CRA Financial Services
New Jersey
$203K
HWA
139
Hilltop Wealth Advisors
North Carolina
$200K
SWM
140
Spire Wealth Management
Virginia
$170K -$50.9K -2,188 -22%
Simplex Trading
141
Simplex Trading
Illinois
$146K +$15.6K +670 +11%
CA
142
Clearstead Advisors
Ohio
$131K +$2.86K +123 +2%
CFD
143
Creative Financial Designs
Indiana
$102K +$29.8K +1,281 +39%
PNC Financial Services Group
144
PNC Financial Services Group
Pennsylvania
$98.6K
BCA
145
Bray Capital Advisors
Florida
$88K
LTI
146
Laffer Tengler Investments
Tennessee
$75.7K +$78.5K +3,374 New
Qube Research & Technologies (QRT)
147
Qube Research & Technologies (QRT)
United Kingdom
$73.1K +$75.9K +3,259 New
Fifth Third Bancorp
148
Fifth Third Bancorp
Ohio
$60.4K -$27.2K -1,168 -30%
MWM
149
Mascoma Wealth Management
New Hampshire
$47.8K
IA
150
IFP Advisors
Florida
$47.1K -$3.48M -149,583 -99%