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Fidelity MSCI Energy Index ETF

169 hedge funds and large institutions have $425M invested in Fidelity MSCI Energy Index ETF in 2022 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 62 increasing their positions, 49 reducing their positions, and 16 closing their positions.

Holders
169
Holders Change
+21
Holders Change %
+14.19%
% of All Funds
2.67%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
38
Increased
62
Reduced
49
Closed
16
Calls
$2.16M
Puts
$230K
Net Calls
+$1.93M
Net Calls Change
+$2.33M
Name Market Value Shares Shares
Change
Shares
Change %
EW
151
Element Wealth
Mississippi
$7K 310 +2 +0.6%
AA
152
Addison Advisors
Vermont
$7K 353 +353 New
HR
153
Howe & Rusling
New York
$6K 300
EWA
154
EverSource Wealth Advisors
Alabama
$5K 237
SSB
155
Sandy Spring Bank
Maryland
$5K 246 +5 +2%
HI
156
Hoey Investments
Pennsylvania
$5K 252 +252 New
PP
157
PFS Partners
New Jersey
$4.75K 227 -288 -56%
BHWM
158
Beaird Harris Wealth Management
Texas
$4K 167 +1 +0.6%
Koshinski Asset Management
159
Koshinski Asset Management
Illinois
$3.25K 155
CWP
160
Concord Wealth Partners
Virginia
$2K 75
LWA
161
Lowe Wealth Advisors
Maryland
$2K 110
LPWM
162
Lake Point Wealth Management
Texas
$2K 76 +1 +1%
TFS
163
TrustCore Financial Services
Tennessee
$2K 74 +74 New
First Manhattan
164
First Manhattan
New York
$2K 96 +96 New
BWM
165
BerganKDV Wealth Management
Minnesota
$1K 71 +71 New
OMC
166
Old Mission Capital
Illinois
-119,644 Closed
SCP
167
Silverleafe Capital Partners
Tennessee
-105,341 Closed
RBFC
168
Roman Butler Fullerton & Co
Missouri
-93,911 Closed
TI
169
Tidal Investments
Wisconsin
-87,661 Closed
FTS
170
Fifth Third Securities
Ohio
-50,453 Closed
SSW
171
Smith Shellnut Wilson
Mississippi
-19,877 Closed
BCM
172
Beaumont Capital Management
Massachusetts
-12,863 Closed
BFPW
173
BOK Financial Private Wealth
Colorado
-11,141 Closed
TSS
174
Two Sigma Securities
New York
-10,311 Closed
GI
175
Gradient Investments
Minnesota
-9,622 Closed