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
HAS
176
HBW Advisory Services
California
-$1.41M -62,741 Closed
AAS
177
Ameritas Advisory Services
Nebraska
-$735K -31,906 Closed
NFG
178
Norris Financial Group
South Carolina
-$374K -16,654 Closed
JWM
179
Jackson Wealth Management
Florida
-$292K -12,991 Closed
MC
180
Miramar Capital
Illinois
-$285K -12,700 Closed
TIA
181
Traphagen Investment Advisors
New Jersey
-$278K -12,371 Closed
RCWM
182
Royal Capital Wealth Management
Indiana
-$276K -12,299 Closed
AWA
183
Amplius Wealth Advisors
Pennsylvania
-$274K -12,204 Closed
IFG
184
Independent Financial Group
California
-$238K -10,596 Closed
FTUS
185
Flow Traders U.S.
New York
-$236K -10,509 Closed
BJL
186
Brighton Jones LLC
Washington
-$230K -10,253 Closed
CAC
187
Certified Advisory Corp
Florida
-$224K -10,001 Closed
HWA
188
Hilltop Wealth Advisors
North Carolina
-$200K -8,923 Closed
GCWM
189
Graham Capital Wealth Management
District of Columbia
-$1.11M -4,955 Closed
Qube Research & Technologies (QRT)
190
Qube Research & Technologies (QRT)
United Kingdom
-$73.1K -3,259 Closed
BAM
191
Belpointe Asset Management
Nevada
-$40.5K -1,806 Closed
PO
192
Private Ocean
California
-$25K -1,113 Closed
TAM
193
Tucker Asset Management
Colorado
-$11.6K -516 Closed
US Bancorp
194
US Bancorp
Minnesota
-$11.5K -512 Closed
NECFA
195
New England Capital Financial Advisors
Connecticut
-$10.2K -453 Closed
PMFA
196
Plante Moran Financial Advisors
Michigan
-$9.81K -437 Closed
CG
197
Cutler Group
California
-$6K -300 Closed
FA
198
Fortis Advisors
Pennsylvania
-$5.53K -246 Closed
CWP
199
Concord Wealth Partners
Virginia
-$1.76K -78 Closed
EI
200
Ellevest Inc
New York
-$1.71K -76 Closed