We are live on ! Find out more
FENY icon

Fidelity MSCI Energy Index ETF

173 hedge funds and large institutions have $510M invested in Fidelity MSCI Energy Index ETF in 2023 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 67 increasing their positions, 72 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,521% more call options, than puts

Call options by funds: $1.39M | Put options by funds: $53K

17% more capital invested

Capital invested by funds: $436M → $510M (+$74.7M)

3.01% more ownership

Funds ownership: 31.37%34.38% (+3%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

7% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 72

9% less funds holding

Funds holding: 191173 (-18)

57% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 30

Holders
173
Holders Change
-18
Holders Change %
-9.42%
% of All Funds
2.72%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
13
Increased
67
Reduced
72
Closed
30
Calls
$1.39M
Puts
$53K
Net Calls
+$1.34M
Net Calls Change
-$349K
Name Holding Trade Value Shares
Change
Change in
Stake
AA
151
Addison Advisors
Vermont
$7.82K
EW
152
Element Wealth
Mississippi
$7.22K +$44 +2 +0.6%
CAS
153
Coppell Advisory Solutions
Texas
$6.21K +$6.23K +282 New
MWM
154
Mascoma Wealth Management
New Hampshire
$5.03K -$41.3K -1,871 -90%
SPIA
155
Steward Partners Investment Advisory
New York
$4.5K -$420 -19 -9%
GEA
156
Glen Eagle Advisors
New Jersey
$4.48K
BFPW
157
BOK Financial Private Wealth
Colorado
$4.23K
BHWM
158
Beaird Harris Wealth Management
Texas
$3.89K +$22 +1 +0.6%
PP
159
PFS Partners
New Jersey
$3.76K -$1.44K -65 -28%
LFG
160
Larson Financial Group
Missouri
$2.95K -$3.69K -167 -56%
FBC
161
Fairfield, Bush & Co
Connecticut
$2.94K +$2.94K +133 New
LWA
162
Lowe Wealth Advisors
Maryland
$2.44K
FFA
163
Farther Finance Advisors
California
$2.33K -$950 -43 -29%
SSB
164
Sandy Spring Bank
Maryland
$2.33K -$574 -26 -20%
BLC
165
Brown, Lisle/Cummings
Rhode Island
$1.44K
GWM
166
Geneos Wealth Management
Colorado
$1.24K +$1.24K +56 New
BNP Paribas Financial Markets
167
BNP Paribas Financial Markets
France
$1.11K +$1.1K +50 New
CA
168
Crewe Advisors
Utah
$1.02K +$1.02K +46 New
CSPIA
169
Cary Street Partners Investment Advisory
Virginia
$532
TCCM
170
Timber Creek Capital Management
Massachusetts
$517 +$508 +23 New
SWM
171
Sugarloaf Wealth Management
Georgia
$222
Citigroup
172
Citigroup
New York
$222 +$66 +3 +43%
TW
173
Transform Wealth
Colorado
-$3.66M -163,285 Closed
HF
174
HRT Financial
New York
-$2.55M -113,578 Closed
QAM
175
Q3 Asset Management
Michigan
-$2.38M -106,066 Closed