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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
FA
176
Fortis Advisors
Pennsylvania
$5.82K +$48 +2 +0.8%
PP
177
PFS Partners
New Jersey
$5.55K +$48 +2 +0.9%
GEA
178
Glen Eagle Advisors
New Jersey
$4.82K +$4.82K +202 New
BHWM
179
Beaird Harris Wealth Management
Texas
$4.11K +$24 +1 +0.6%
PGAM
180
Princeton Global Asset Management
New Jersey
$4K +$3.99K +167 New
LFG
181
Larson Financial Group
Missouri
$3.98K +$3.99K +167 New
SSB
182
Sandy Spring Bank
Maryland
$3.11K
LWA
183
Lowe Wealth Advisors
Maryland
$2.62K
CWP
184
Concord Wealth Partners
Virginia
$1.85K +$1.86K +78 New
BLC
185
Brown, Lisle/Cummings
Rhode Island
$1.55K
CA
186
CoreCap Advisors
Michigan
$1.43K +$1.43K +60 New
CSPIA
187
Cary Street Partners Investment Advisory
Virginia
$572 +$573 +24 New
CA
188
Corrado Advisors
New Jersey
$524 +$525 +22 New
SIS
189
Sound Income Strategies
Florida
$429
SWM
190
Sugarloaf Wealth Management
Georgia
$238
Qube Research & Technologies (QRT)
191
Qube Research & Technologies (QRT)
United Kingdom
-$724K -36,469 Closed
PVH
192
Psagot Value Holdings
Israel
-$566K -28,480 Closed
HF
193
HRT Financial
New York
-$320K -16,120 Closed
NL
194
NWAM LLC
Washington
-$261K -13,131 Closed
TI
195
Trexquant Investment
Connecticut
-$259K -13,056 Closed
EIP
196
Ellis Investment Partners
Pennsylvania
-$66K -3,337 Closed
AIP
197
Almanack Investment Partners
Pennsylvania
-$55K -2,750 Closed
Carson Wealth (CWM LLC)
198
Carson Wealth (CWM LLC)
Nebraska
-$37.5K -1,572 -100%
GWM
199
Geneos Wealth Management
Colorado
-$8K -440 Closed
HR
200
Howe & Rusling
New York
-$6K -300 Closed