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Fidelity MSCI Energy Index ETF

191 hedge funds and large institutions have $436M invested in Fidelity MSCI Energy Index ETF in 2023 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 74 increasing their positions, 67 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

6,740% more call options, than puts

Call options by funds: $1.71M | Put options by funds: $25K

25% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 16

10% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 67

0.29% more ownership

Funds ownership: 31.09%31.37% (+0.29%)

0% more funds holding

Funds holding: 191191 (0)

14% less capital invested

Capital invested by funds: $506M → $436M (-$70.5M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
191
Holders Change
Holders Change %
0%
% of All Funds
3.04%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
20
Increased
74
Reduced
67
Closed
16
Calls
$1.71M
Puts
$25K
Net Calls
+$1.69M
Net Calls Change
-$165K
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
151
Franklin Resources
California
$44.3K
Commonwealth Equity Services
152
Commonwealth Equity Services
Massachusetts
$43.3K -$496K -21,323 -1%
PFA
153
Pathway Financial Advisers
Indiana
$41K +$9.08K +390 +27%
BAM
154
Belpointe Asset Management
Nevada
$40.5K
GRP
155
Global Retirement Partners
California
$35K -$745 -32 -2%
PO
156
Private Ocean
California
$25K -$23 -1 -0.1%
BAAM
157
Baker Avenue Asset Management
California
$22.4K
HPC
158
HM Payson & Co
Maine
$22.4K
FWM
159
Focused Wealth Management
New York
$22.3K +$23 +1 +0.1%
NFSG
160
Newbridge Financial Services Group
Florida
$21.7K +$163 +7 +0.7%
FCMT
161
Founders Capital Management (Texas)
Texas
$17K
TCM
162
Tradewinds Capital Management
Washington
$13.6K +$116 +5 +0.8%
AIC
163
Archer Investment Corporation
Indiana
$12.9K
TAM
164
Tucker Asset Management
Colorado
$11.6K +$12K +516 New
US Bancorp
165
US Bancorp
Minnesota
$11.5K -$3.91K -168 -25%
National Bank of Canada
166
National Bank of Canada
Quebec, Canada
$11.2K +$1.89K +81 +19%
NECFA
167
New England Capital Financial Advisors
Connecticut
$10.2K
PMFA
168
Plante Moran Financial Advisors
Michigan
$9.81K
AA
169
Addison Advisors
Vermont
$7.92K
EW
170
Element Wealth
Mississippi
$7.25K +$70 +3 +0.9%
LFG
171
Larson Financial Group
Missouri
$6.73K +$3.1K +133 +80%
CG
172
Cutler Group
California
$6K
FA
173
Fortis Advisors
Pennsylvania
$5.53K +$47 +2 +0.8%
PP
174
PFS Partners
New Jersey
$5.26K +$47 +2 +0.9%
SPIA
175
Steward Partners Investment Advisory
New York
$4.98K -$45.5K -1,954 -90%