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Fidelity MSCI Energy Index ETF

191 hedge funds and large institutions have $506M invested in Fidelity MSCI Energy Index ETF in 2022 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 66 increasing their positions, 61 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,033% more call options, than puts

Call options by funds: $1.94M | Put options by funds: $91K

320% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 10

22% more capital invested

Capital invested by funds: $415M → $506M (+$91.2M)

16% more funds holding

Funds holding: 164191 (+27)

8% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 61

0.65% more ownership

Funds ownership: 30.43%31.09% (+0.65%)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
191
Holders Change
+27
Holders Change %
+16.46%
% of All Funds
3.07%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
42
Increased
66
Reduced
61
Closed
10
Calls
$1.94M
Puts
$91K
Net Calls
+$1.85M
Net Calls Change
-$837K
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
151
Mascoma Wealth Management
New Hampshire
$49.6K
Franklin Resources
152
Franklin Resources
California
$47K
BAM
153
Belpointe Asset Management
Nevada
$43.1K +$43.1K +1,806 New
GRP
154
Global Retirement Partners
California
$39.9K -$525 -22 -1%
PFA
155
Pathway Financial Advisers
Indiana
$34.2K +$34.3K +1,436 New
PO
156
Private Ocean
California
$26.5K +$24 +1 +0.1%
TRCT
157
Tower Research Capital (TRC)
New York
$26K -$4.87M -204,075 -99%
HPC
158
HM Payson & Co
Maine
$23.8K
BAAM
159
Baker Avenue Asset Management
California
$23.8K +$23.9K +1,000 New
FWM
160
Focused Wealth Management
New York
$23.7K +$48 +2 +0.2%
NFSG
161
Newbridge Financial Services Group
Florida
$22.9K +$143 +6 +0.6%
FCMT
162
Founders Capital Management (Texas)
Texas
$18K
US Bancorp
163
US Bancorp
Minnesota
$16.2K
MCC
164
Money Concepts Capital
Florida
$15.3K +$15.3K +643 New
TCOV
165
Trust Company of Vermont
Vermont
$15K +$15K +628 New
TCM
166
Tradewinds Capital Management
Washington
$14.3K +$119 +5 +0.8%
AIC
167
Archer Investment Corporation
Indiana
$13.7K
NECFA
168
New England Capital Financial Advisors
Connecticut
$11.2K +$10.8K +453 New
PMFA
169
Plante Moran Financial Advisors
Michigan
$10.4K +$10.4K +437 New
SFCL
170
Strengthening Families & Communities LLC
Massachusetts
$10K +$95 +4 +1%
National Bank of Canada
171
National Bank of Canada
Quebec, Canada
$9.94K -$2.24K -94 -18%
AA
172
Addison Advisors
Vermont
$8.42K
EW
173
Element Wealth
Mississippi
$7.63K +$72 +3 +0.9%
RBC
174
Romano Brothers & Co
Illinois
$7.27K +$7.28K +305 New
CG
175
Cutler Group
California
$7K -$9.55K -400 -57%