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Fidelity MSCI Energy Index ETF

203 hedge funds and large institutions have $744M invested in Fidelity MSCI Energy Index ETF in 2024 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 77 increasing their positions, 64 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

934% more call options, than puts

Call options by funds: $858K | Put options by funds: $83K

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

20% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 64

7% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 29

2.6% less ownership

Funds ownership: 43.15%40.54% (-2.6%)

3% less funds holding

Funds holding: 209203 (-6)

5% less capital invested

Capital invested by funds: $784M → $744M (-$40.1M)

Holders
203
Holders Change
-6
Holders Change %
-2.87%
% of All Funds
2.93%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
27
Increased
77
Reduced
64
Closed
29
Calls
$858K
Puts
$83K
Net Calls
+$775K
Net Calls Change
+$263K
Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
151
Jones Financial Companies
Missouri
$62K +$56.7K +2,216 +872%
PFA
152
Pathway Financial Advisers
Indiana
$56.9K +$7.67K +300 +15%
CAM
153
Creekmur Asset Management
Illinois
$49.7K -$122K -4,764 -71%
GI
154
Gradient Investments
Minnesota
$48.7K +$49.6K +1,940 New
GRP
155
Global Retirement Partners
California
$41.4K +$946 +37 +2%
S
156
Syntrinsic
Colorado
$37.7K
SWM
157
Spire Wealth Management
Virginia
$29.7K -$122K -4,777 -80%
Fifth Third Bancorp
158
Fifth Third Bancorp
Ohio
$28.6K -$17K -666 -37%
PO
159
Private Ocean
California
$27.9K +$28.5K +1,113 New
AF
160
Allworth Financial
California
$27.5K +$1.56K +61 +6%
MG
161
Mather Group
Illinois
$26.9K +$26.5K +1,038 New
IAIM
162
International Assets Investment Management
Florida
$23.2K +$23.7K +925 New
EWA
163
EverSource Wealth Advisors
Alabama
$22.7K +$13K +510 +137%
FFA
164
Founders Financial Alliance
North Carolina
$16.8K +$17.1K +670 New
AIC
165
Archer Investment Corporation
Indiana
$16.4K
TCM
166
Tradewinds Capital Management
Washington
$15.8K +$102 +4 +0.6%
National Bank of Canada
167
National Bank of Canada
Quebec, Canada
$14.9K -$997 -39 -6%
FCMT
168
Founders Capital Management (Texas)
Texas
$14.9K
LI
169
LRI Investments
Florida
$12.8K
PNC Financial Services Group
170
PNC Financial Services Group
Pennsylvania
$12.5K -$112K -4,394 -90%
HF
171
Halpern Financial
Virginia
$12.5K
SFCL
172
Strengthening Families & Communities LLC
Massachusetts
$11K +$11.3K +443 New
HNB
173
Huntington National Bank
Ohio
$10.9K
SL
174
Salomon & Ludwin
Virginia
$10.2K
HGA
175
Hobbs Group Advisors
South Carolina
$10K +$10.2K +400 New