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Fidelity MSCI Energy Index ETF

164 hedge funds and large institutions have $415M invested in Fidelity MSCI Energy Index ETF in 2022 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 50 increasing their positions, 75 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

0.4% more ownership

Funds ownership: 30.04%30.43% (+0.4%)

0% less capital invested

Capital invested by funds: $417M → $415M (-$2.08M)

7% less funds holding

Funds holding: 177164 (-13)

33% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 75

52% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 21

Holders
164
Holders Change
-13
Holders Change %
-7.34%
% of All Funds
2.83%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.1%
New
10
Increased
50
Reduced
75
Closed
21
Calls
$2.69M
Puts
Net Calls
+$2.69M
Net Calls Change
+$1.62M
Name Holding Trade Value Shares
Change
Change in
Stake
AA
151
Addison Advisors
Vermont
$7K
HR
152
Howe & Rusling
New York
$6K
EW
153
Element Wealth
Mississippi
$6K +$62 +3 +1%
FA
154
Fortis Advisors
Pennsylvania
$5K -$166K -7,990 -97%
PP
155
PFS Partners
New Jersey
$4.59K +$41 +2 +0.9%
JP Morgan Chase
156
JP Morgan Chase
New York
$4K -$173K -8,330 -98%
BFPW
157
BOK Financial Private Wealth
Colorado
$4K
HIA
158
Harbor Investment Advisory
Maryland
$4K
SSB
159
Sandy Spring Bank
Maryland
$3K -$2.41K -116 -47%
BHWM
160
Beaird Harris Wealth Management
Texas
$3K +$3.55K +171 New
LWA
161
Lowe Wealth Advisors
Maryland
$2K
BLC
162
Brown, Lisle/Cummings
Rhode Island
$1.29K +$1.35K +65 New
SWM
163
Sugarloaf Wealth Management
Georgia
$1K
CW
164
CreativeOne Wealth
Kansas
-$1.69M -87,067 Closed
ACM
165
Absolute Capital Management
Pennsylvania
-$719K -37,050 Closed
BWM
166
BNC Wealth Management
Oregon
-$440K -22,676 Closed
Ameriprise
167
Ameriprise
Minnesota
-$387K -19,965 Closed
BCM
168
Beaumont Capital Management
Massachusetts
-$368K -18,984 Closed
RJA
169
Raymond James & Associates
Florida
-$331K -17,060 Closed
CCA
170
Childress Capital Advisors
Texas
-$288K -14,870 Closed
HT
171
HAP Trading
New York
-$272K -14,037 Closed
TSS
172
Two Sigma Securities
New York
-$217K -11,170 Closed
MWM
173
Modera Wealth Management
New Jersey
-$207K -10,646 Closed
Simplex Trading
174
Simplex Trading
Illinois
-$120K -6,224 Closed
CAPTRUST Financial Advisors
175
CAPTRUST Financial Advisors
North Carolina
-$48K -2,487 Closed