We are live on ! Find out more
FENY icon

Fidelity MSCI Energy Index ETF

222 hedge funds and large institutions have $510M invested in Fidelity MSCI Energy Index ETF in 2024 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 73 increasing their positions, 65 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

7,625% more call options, than puts

Call options by funds: $927K | Put options by funds: $12K

156% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 18

12% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 65

9% more funds holding

Funds holding: 203222 (+19)

0.45% more ownership

Funds ownership: 34%34.45% (+0.45%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less capital invested

Capital invested by funds: $523M → $510M (-$12.5M)

Holders
222
Holders Change
+19
Holders Change %
+9.36%
% of All Funds
2.92%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
46
Increased
73
Reduced
65
Closed
18
Calls
$927K
Puts
$12K
Net Calls
+$915K
Net Calls Change
+$361K
Name Holding Trade Value Shares
Change
Change in
Stake
FT
126
Fiduciary Trust
Massachusetts
$286K
Charles Schwab
127
Charles Schwab
California
$283K +$297K +11,871 New
FOFP
128
Fee-Only Financial Planning
South Carolina
$282K -$25.1K -1,000 -8%
EWA
129
Exencial Wealth Advisors
Oklahoma
$280K
EWS
130
Evergreen Wealth Solutions
Pennsylvania
$277K -$93.6K -3,735 -24%
MHR
131
Matthew Hamilton Rosenberg
$272K
Carson Wealth (CWM LLC)
132
Carson Wealth (CWM LLC)
Nebraska
$261K +$89K +3,553 +48%
HWA
133
Heartwood Wealth Advisors
Virginia
$256K
VAG
134
VisionPoint Advisory Group
Texas
$250K +$259K +10,350 New
MWM
135
Meridian Wealth Management
Kentucky
$250K -$131K -5,232 -33%
Envestnet Portfolio Solutions
136
Envestnet Portfolio Solutions
Illinois
$246K +$258K +10,307 New
WA
137
WealthTrust Axiom
Pennsylvania
$243K
IAG
138
Investmark Advisory Group
Connecticut
$240K +$5.94K +237 +2%
MWM
139
Mission Wealth Management
California
$233K +$6.41K +256 +3%
Jones Financial Companies
140
Jones Financial Companies
Missouri
$231K +$120K +4,791 +97%
GC
141
Grimes & Company
Massachusetts
$231K +$243K +9,691 New
PG
142
Prostatis Group
Maryland
$227K -$2.14M -85,410 -90%
CFS
143
CRA Financial Services
New Jersey
$225K
Goldman Sachs
144
Goldman Sachs
New York
$222K +$233K +9,294 New
Brown Advisory
145
Brown Advisory
Maryland
$219K
TIA
146
Traphagen Investment Advisors
New Jersey
$211K +$1.03K +41 +0.5%
SMAM
147
Sugar Maple Asset Management
Wisconsin
$182K -$66.3K -2,645 -26%
CP
148
Castleview Partners
Texas
$180K +$186K +7,441 New
CAS
149
Coppell Advisory Solutions
Texas
$168K -$17.7K -708 -9%
JGIA
150
Jackson Grant Investment Advisers
Connecticut
$150K +$158K +6,291 New