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Fidelity MSCI Energy Index ETF

209 hedge funds and large institutions have $784M invested in Fidelity MSCI Energy Index ETF in 2024 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 74 increasing their positions, 71 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
209
Holders Change
+11
Holders Change %
+5.56%
% of All Funds
3.03%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
34
Increased
74
Reduced
71
Closed
22
Calls
$1.02M
Puts
$512K
Net Calls
+$512K
Net Calls Change
-$1.45M
Name Holding Trade Value Shares
Change
Shares
Change %
LNC
126
Lincoln National Corp
Pennsylvania
$307K -$291K -11,262 -49%
EWA
127
Exencial Wealth Advisors
Oklahoma
$304K
Mercer Global Advisors
128
Mercer Global Advisors
Colorado
$300K +$300K +11,582 New
MHR
129
Matthew Hamilton Rosenberg
$297K
FFN
130
Focus Financial Network
Minnesota
$290K -$2.67K -104 -0.9%
LA
131
Lifeworks Advisors
Michigan
$287K +$42K +1,624 +17%
SMAM
132
Sugar Maple Asset Management
Wisconsin
$283K +$283K +10,941 New
TIA
133
Traphagen Investment Advisors
New Jersey
$278K +$854 +33 +0.3%
HWA
134
Heartwood Wealth Advisors
Virginia
$277K +$12.8K +495 +5%
SM
135
Sweeney & Michel
California
$258K +$258K +10,000 New
CASC
136
Coppell Advisory Solutions Corp
Texas
$252K +$252K +9,734 New
Qube Research & Technologies (QRT)
137
Qube Research & Technologies (QRT)
United Kingdom
$246K +$182K +7,037 +284%
AFA
138
AA Financial Advisors
Ohio
$245K +$10.9K +422 +5%
CFS
139
CRA Financial Services
New Jersey
$244K
Brown Advisory
140
Brown Advisory
Maryland
$238K +$238K +9,195 New
WDG
141
Wealth Dimensions Group
Ohio
$233K +$233K +9,012 New
PG
142
Prostatis Group
Maryland
$227K +$227K +8,775 New
CAPTRUST Financial Advisors
143
CAPTRUST Financial Advisors
North Carolina
$224K -$97K -3,748 -30%
HWA
144
Hilltop Wealth Advisors
North Carolina
$217K -$13.7K -531 -6%
IAG
145
Investmark Advisory Group
Connecticut
$215K +$215K +8,319 New
MWM
146
Mission Wealth Management
California
$207K +$207K +8,003 New
OCM
147
One Capital Management
California
$206K -$108K -4,192 -34%
GWM
148
Geneos Wealth Management
Colorado
$194K +$192K +7,435 +11,438%
CAM
149
Creekmur Asset Management
Illinois
$174K -$122K -4,735 -41%
CFD
150
Creative Financial Designs
Indiana
$164K -$61.9K -2,394 -27%