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Fidelity MSCI Energy Index ETF

209 hedge funds and large institutions have $784M invested in Fidelity MSCI Energy Index ETF in 2024 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 74 increasing their positions, 71 reducing their positions, and 22 closing their positions.

Holders
209
Holders Change
+11
Holders Change %
+5.56%
% of All Funds
3.03%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
34
Increased
74
Reduced
71
Closed
22
Calls
$1.02M
Puts
$512K
Net Calls
+$512K
Net Calls Change
-$1.45M
Name Holding Trade Value Shares
Change
Shares
Change %
TCM
176
Tradewinds Capital Management
Washington
$16.2K +$129 +5 +0.8%
FCMT
177
Founders Capital Management (Texas)
Texas
$15.3K -$3.75K -145 -20%
HF
178
Halpern Financial
Virginia
$13.3K
LI
179
LRI Investments
Florida
$13.2K +$13.2K +509 New
AWM
180
Abound Wealth Management
Tennessee
$12.2K +$12.2K +472 New
VWM
181
Venturi Wealth Management
Texas
$10.7K -$11.9K -459 -53%
SL
182
Salomon & Ludwin
Virginia
$10.5K
EWA
183
EverSource Wealth Advisors
Alabama
$9.57K
AA
184
Addison Advisors
Vermont
$9.13K
EW
185
Element Wealth
Mississippi
$8.62K +$52 +2 +0.6%
BFEC
186
Benjamin F. Edwards & Company
Missouri
$8K
BONH
187
Bank of New Hampshire
New Hampshire
$7.22K +$7.22K +279 New
Jones Financial Companies
188
Jones Financial Companies
Missouri
$6.56K +$6.56K +254 New
NFSG
189
Newbridge Financial Services Group
Florida
$6.16K
MWM
190
Mascoma Wealth Management
New Hampshire
$5.41K
BFPW
191
BOK Financial Private Wealth
Colorado
$4.94K -$983 -38 -17%
BHWM
192
Beaird Harris Wealth Management
Texas
$4.64K +$26 +1 +0.6%
ACA
193
Aptus Capital Advisors
Alabama
$4.22K +$4.22K +163 New
OSAM
194
O'Shaughnessy Asset Management
Connecticut
$4.17K +$4.17K +161 New
HBW
195
Hazlett, Burt & Watson
West Virginia
$4K +$4K +150 New
CP
196
Castleview Partners
Texas
$3.34K
Bank of Montreal
197
Bank of Montreal
Ontario, Canada
$3.19K +$3.19K +123 New
SSB
198
Sandy Spring Bank
Maryland
$2.59K
BLC
199
Brown, Lisle/Cummings
Rhode Island
$1.68K
CA
200
CoreCap Advisors
Michigan
$1.55K +$1.55K +60 New