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Fidelity MSCI Energy Index ETF

203 hedge funds and large institutions have $744M invested in Fidelity MSCI Energy Index ETF in 2024 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 77 increasing their positions, 64 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

934% more call options, than puts

Call options by funds: $858K | Put options by funds: $83K

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

20% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 64

7% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 29

2.6% less ownership

Funds ownership: 43.15%40.54% (-2.6%)

3% less funds holding

Funds holding: 209203 (-6)

5% less capital invested

Capital invested by funds: $784M → $744M (-$40.1M)

Holders
203
Holders Change
-6
Holders Change %
-2.87%
% of All Funds
2.93%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
27
Increased
77
Reduced
64
Closed
29
Calls
$858K
Puts
$83K
Net Calls
+$775K
Net Calls Change
+$263K
Name Holding Trade Value Shares
Change
Change in
Stake
HWA
126
Heartwood Wealth Advisors
Virginia
$269K
AFA
127
AA Financial Advisors
Ohio
$260K +$23.2K +909 +10%
SM
128
Sweeney & Michel
California
$252K +$7.67K +300 +3%
CFS
129
CRA Financial Services
New Jersey
$237K
Mercer Global Advisors
130
Mercer Global Advisors
Colorado
$233K -$58.3K -2,279 -20%
MWM
131
Mission Wealth Management
California
$233K +$32.4K +1,266 +16%
Brown Advisory
132
Brown Advisory
Maryland
$231K
TIA
133
Traphagen Investment Advisors
New Jersey
$228K -$42.6K -1,666 -16%
IAG
134
Investmark Advisory Group
Connecticut
$223K +$14.5K +568 +7%
SMAM
135
Sugar Maple Asset Management
Wisconsin
$223K -$53K -2,072 -19%
CAS
136
Coppell Advisory Solutions
Texas
$211K +$215K +8,398 New
HWA
137
Hilltop Wealth Advisors
North Carolina
$211K
IFG
138
Independent Financial Group
California
$204K +$208K +8,149 New
IW
139
Instrumental Wealth
Florida
$204K +$206K +8,069 New
GWM
140
Geneos Wealth Management
Colorado
$188K
Carson Wealth (CWM LLC)
141
Carson Wealth (CWM LLC)
Nebraska
$155K +$37.5K +1,466 +31%
CFD
142
Creative Financial Designs
Indiana
$146K -$13.4K -523 -8%
CA
143
Clearstead Advisors
Ohio
$143K
ANBT
144
American National Bank & Trust
Texas
$130K +$73.7K +2,880 +125%
NS
145
NBC Securities
Alabama
$114K +$86.7K +3,390 +290%
Comerica Bank
146
Comerica Bank
Texas
$96.8K -$3.15K -123 -3%
BCA
147
Bray Capital Advisors
Florida
$89.6K -$8.85K -346 -9%
Franklin Resources
148
Franklin Resources
California
$84.3K +$35.5K +1,388 +70%
BWP
149
Baldwin Wealth Partners
Massachusetts
$70.8K +$72.1K +2,820 New
BCMLT
150
Beacon Capital Management LLC (Tennessee)
Tennessee
$62.7K