We are live on ! Find out more
FENY icon

Fidelity MSCI Energy Index ETF

222 hedge funds and large institutions have $510M invested in Fidelity MSCI Energy Index ETF in 2024 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 73 increasing their positions, 65 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

7,625% more call options, than puts

Call options by funds: $927K | Put options by funds: $12K

156% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 18

12% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 65

9% more funds holding

Funds holding: 203222 (+19)

0.45% more ownership

Funds ownership: 34%34.45% (+0.45%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less capital invested

Capital invested by funds: $523M → $510M (-$12.5M)

Holders
222
Holders Change
+19
Holders Change %
+9.36%
% of All Funds
2.92%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
46
Increased
73
Reduced
65
Closed
18
Calls
$927K
Puts
$12K
Net Calls
+$915K
Net Calls Change
+$361K
Name Holding Trade Value Shares
Change
Change in
Stake
CA
151
Clearstead Advisors
Ohio
$136K -$9.9K -395 -6%
MCM
152
MAI Capital Management
Ohio
$129K +$135K +5,397 New
IA
153
IFP Advisors
Florida
$124K -$185K -7,380 -59%
CFD
154
Creative Financial Designs
Indiana
$115K +$75 +3 +0.1%
LI
155
LRI Investments
Florida
$108K
NWM
156
Nova Wealth Management
Florida
$107K +$112K +4,478 New
Comerica Bank
157
Comerica Bank
Texas
$97.2K +$2.05K +82 +2%
BCA
158
Bray Capital Advisors
Florida
$85.2K
Franklin Resources
159
Franklin Resources
California
$85K
AWM
160
AE Wealth Management
Kansas
$82.4K -$2.5M -99,888 -97%
AWM
161
Accredited Wealth Management
Kentucky
$63.9K +$67.2K +2,681 New
PFA
162
Pathway Financial Advisers
Indiana
$55.1K +$576 +23 +1%
CAL
163
Capital Analysts LLC
Pennsylvania
$50K +$53.1K +2,118 New
LFG
164
Larson Financial Group
Missouri
$49.9K +$51.7K +2,062 +6,248%
KIM
165
Kestra Investment Management
Texas
$39.2K +$41.2K +1,643 New
GRP
166
Global Retirement Partners
California
$34K +$34.6K +1,382 +3,141%
HNB
167
Huntington National Bank
Ohio
$32K
AF
168
Allworth Financial
California
$31.3K +$3.46K +138 +13%
PNC Financial Services Group
169
PNC Financial Services Group
Pennsylvania
$31K +$20K +800 +160%
BWM
170
Bernard Wealth Management
Michigan
$30.1K +$31.6K +1,263 New
CAM
171
Creekmur Asset Management
Illinois
$28.7K +$150 +6 +0.5%
SMA
172
Sage Mountain Advisors
Georgia
$28.6K
EB
173
Eastern Bank
Massachusetts
$27K
NWWA
174
New Wave Wealth Advisors
Arkansas
$27K +$28.3K +1,131 New
SWM
175
Spire Wealth Management
Virginia
$25.3K -$3.16K -126 -11%