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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
GEA
176
Glen Eagle Advisors
New Jersey
$4.53K
BFPW
177
BOK Financial Private Wealth
Colorado
$4.29K -$154K -6,629 -97%
BHWM
178
Beaird Harris Wealth Management
Texas
$3.9K +$47 +2 +1%
FFA
179
Farther Finance Advisors
California
$3.32K +$3.44K +148 New
SSB
180
Sandy Spring Bank
Maryland
$2.93K +$23 +1 +0.8%
LWA
181
Lowe Wealth Advisors
Maryland
$2.47K
CWP
182
Concord Wealth Partners
Virginia
$1.76K
EI
183
Ellevest Inc
New York
$1.71K +$1.77K +76 New
BLC
184
Brown, Lisle/Cummings
Rhode Island
$1.46K
CFO
185
Colony Family Offices
North Carolina
$1.12K +$1.16K +50 New
CSPIA
186
Cary Street Partners Investment Advisory
Virginia
$539
SWM
187
Sugarloaf Wealth Management
Georgia
$224
Citigroup
188
Citigroup
New York
$157 +$163 +7 New
AF
189
Allworth Financial
California
$19 +$23 +1 New
SFCL
190
Strengthening Families & Communities LLC
Massachusetts
$10 +$93 +4 +0.9%
ACM
191
AlphaStar Capital Management
North Carolina
-$2.86M -119,916 Closed
Citadel Advisors
192
Citadel Advisors
Florida
-$2.17M -93,275 Closed
Renaissance Technologies
193
Renaissance Technologies
New York
-$684K -28,700 Closed
BCM
194
Beaumont Capital Management
Massachusetts
-$263K -11,011 Closed
CWM
195
Centurion Wealth Management
Virginia
-$241K -10,119 Closed
IAN
196
Integrated Advisors Network
Texas
-$240K -10,067 Closed
SGI
197
Summit Global Investments
Utah
-$211K -8,853 Closed
AWM
198
Axxcess Wealth Management
California
-$203K -8,505 Closed
Rockefeller Capital Management
199
Rockefeller Capital Management
New York
-$151K -6,386 Closed
CS
200
Comerica Securities
Michigan
-$109K -4,574 Closed