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Fidelity MSCI Energy Index ETF

173 hedge funds and large institutions have $510M invested in Fidelity MSCI Energy Index ETF in 2023 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 67 increasing their positions, 72 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,521% more call options, than puts

Call options by funds: $1.39M | Put options by funds: $53K

17% more capital invested

Capital invested by funds: $436M → $510M (+$74.7M)

3.01% more ownership

Funds ownership: 31.37%34.38% (+3%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

7% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 72

9% less funds holding

Funds holding: 191173 (-18)

57% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 30

Holders
173
Holders Change
-18
Holders Change %
-9.42%
% of All Funds
2.72%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
13
Increased
67
Reduced
72
Closed
30
Calls
$1.39M
Puts
$53K
Net Calls
+$1.34M
Net Calls Change
-$349K
Name Holding Trade Value Shares
Change
Change in
Stake
SHIM
126
Stone House Investment Management
Pennsylvania
$217K +$3.89K +176 +2%
CFS
127
CRA Financial Services
New Jersey
$205K +$4.42K +200 +2%
SWM
128
Spire Wealth Management
Virginia
$138K -$29.6K -1,341 -18%
HI
129
Harbour Investments
Wisconsin
$127K -$95K -4,299 -43%
CA
130
Clearstead Advisors
Ohio
$127K -$2.72K -123 -2%
CFD
131
Creative Financial Designs
Indiana
$109K +$7.87K +356 +8%
PNC Financial Services Group
132
PNC Financial Services Group
Pennsylvania
$97.4K
BCA
133
Bray Capital Advisors
Florida
$86.9K
PG
134
Prostatis Group
Maryland
$74.2K +$1.64M +74,192 New
Fifth Third Bancorp
135
Fifth Third Bancorp
Ohio
$54.7K -$4.97K -225 -8%
Franklin Resources
136
Franklin Resources
California
$43.7K
GRP
137
Global Retirement Partners
California
$35.7K -$641 -29 -2%
IA
138
IFP Advisors
Florida
$32.9K -$16.9K -767 -34%
BC
139
Belmont Capital
California
$25.5K +$25.4K +1,151 New
BAAM
140
Baker Avenue Asset Management
California
$22.2K
HPC
141
HM Payson & Co
Maine
$22.2K
FWM
142
Focused Wealth Management
New York
$22.1K +$44 +2 +0.2%
FCMT
143
Founders Capital Management (Texas)
Texas
$16.4K
LTI
144
Laffer Tengler Investments
Tennessee
$14.4K -$60.2K -2,724 -81%
TCM
145
Tradewinds Capital Management
Washington
$13.6K +$133 +6 +1%
AIC
146
Archer Investment Corporation
Indiana
$12.7K
National Bank of Canada
147
National Bank of Canada
Quebec, Canada
$12.1K +$1.06K +48 +10%
NFSG
148
Newbridge Financial Services Group
Florida
$10.7K -$10.6K -482 -50%
SFCL
149
Strengthening Families & Communities LLC
Massachusetts
$10K +$66 +3 +0.7%
Simplex Trading
150
Simplex Trading
Illinois
$9K -$135K -6,090 -93%