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Fidelity MSCI Energy Index ETF

177 hedge funds and large institutions have $417M invested in Fidelity MSCI Energy Index ETF in 2022 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 81 increasing their positions, 45 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

318% more call options, than puts

Call options by funds: $1.4M | Put options by funds: $336K

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

80% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 45

50% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 16

4% more funds holding

Funds holding: 170177 (+7)

1.09% more ownership

Funds ownership: 28.94%30.04% (+1.1%)

2% less capital invested

Capital invested by funds: $426M → $417M (-$9.47M)

Holders
177
Holders Change
+7
Holders Change %
+4.12%
% of All Funds
2.98%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
24
Increased
81
Reduced
45
Closed
16
Calls
$1.4M
Puts
$336K
Net Calls
+$1.07M
Net Calls Change
-$858K
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
151
Franklin Resources
California
$38K
Carson Wealth (CWM LLC)
152
Carson Wealth (CWM LLC)
Nebraska
$33K -$3.98K -182 -10%
AW
153
ACG Wealth
Georgia
$28K +$31K +1,419 New
FWM
154
Focused Wealth Management
New York
$21K +$44 +2 +0.2%
HPC
155
HM Payson & Co
Maine
$19K
MCC
156
Money Concepts Capital
Florida
$19K
FCMT
157
Founders Capital Management (Texas)
Texas
$14K +$16.1K +738 New
AIC
158
Archer Investment Corporation
Indiana
$11.1K
TCM
159
Tradewinds Capital Management
Washington
$11K +$131 +6 +1%
SFCL
160
Strengthening Families & Communities LLC
Massachusetts
$9K
AA
161
Addison Advisors
Vermont
$7K
HR
162
Howe & Rusling
New York
$6K
EW
163
Element Wealth
Mississippi
$6K +$87 +4 +1%
SSB
164
Sandy Spring Bank
Maryland
$5K
HI
165
Hoey Investments
Pennsylvania
$5K +$44 +2 +0.8%
PP
166
PFS Partners
New Jersey
$4.44K +$44 +2 +0.9%
BFPW
167
BOK Financial Private Wealth
Colorado
$4K +$4.17K +191 New
HIA
168
Harbor Investment Advisory
Maryland
$3K +$3.91K +179 New
LWA
169
Lowe Wealth Advisors
Maryland
$2K
CTC
170
Central Trust Company
Missouri
$2K +$1.86K +85 New
First Manhattan
171
First Manhattan
New York
$1K
LPWM
172
Lake Point Wealth Management
Texas
$1K
CWP
173
Concord Wealth Partners
Virginia
$1K +$22 +1 +1%
GI
174
Gradient Investments
Minnesota
$1K +$1.05K +48 New
PCS
175
Personal CFO Solutions
New Jersey
-$5.32M -253,850 Closed