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Fidelity MSCI Energy Index ETF

203 hedge funds and large institutions have $744M invested in Fidelity MSCI Energy Index ETF in 2024 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 77 increasing their positions, 64 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

934% more call options, than puts

Call options by funds: $858K | Put options by funds: $83K

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

20% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 64

7% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 29

2.6% less ownership

Funds ownership: 43.15%40.54% (-2.6%)

3% less funds holding

Funds holding: 209203 (-6)

5% less capital invested

Capital invested by funds: $784M → $744M (-$40.1M)

Holders
203
Holders Change
-6
Holders Change %
-2.87%
% of All Funds
2.93%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
27
Increased
77
Reduced
64
Closed
29
Calls
$858K
Puts
$83K
Net Calls
+$775K
Net Calls Change
+$263K
Name Holding Trade Value Shares
Change
Change in
Stake
EW
176
Element Wealth
Mississippi
$9.18K +$844 +33 +10%
AA
177
Addison Advisors
Vermont
$8.86K
BFEC
178
Benjamin F. Edwards & Company
Missouri
$8K
VWM
179
Venturi Wealth Management
Texas
$7.93K -$2.48K -97 -23%
BONH
180
Bank of New Hampshire
New Hampshire
$7K
OSAM
181
O'Shaughnessy Asset Management
Connecticut
$6.8K +$2.81K +110 +68%
CFB
182
Cullen/Frost Bankers
Texas
$6.34K +$6.47K +253 New
NFSG
183
Newbridge Financial Services Group
Florida
$5.97K
ACA
184
Aptus Capital Advisors
Alabama
$5.75K +$1.69K +66 +40%
MWM
185
Mascoma Wealth Management
New Hampshire
$5.24K
HWM
186
HighMark Wealth Management
Minnesota
$5.02K +$5.12K +200 New
BFPW
187
BOK Financial Private Wealth
Colorado
$4.79K
BHWM
188
Beaird Harris Wealth Management
Texas
$4.53K +$51 +2 +1%
HBW
189
Hazlett, Burt & Watson
West Virginia
$4K
SIS
190
Sound Income Strategies
Florida
$3.44K +$3.04K +119 +661%
CP
191
Castleview Partners
Texas
$3.24K
SSB
192
Sandy Spring Bank
Maryland
$2.51K
Bank of Montreal
193
Bank of Montreal
Ontario, Canada
$2.31K -$793 -31 -25%
CIBC Private Wealth Group
194
CIBC Private Wealth Group
Georgia
$2.13K -$46K -1,800 -95%
WWM
195
Wolff Wiese Magana
California
$1.93K +$1.97K +77 New
BLC
196
Brown, Lisle/Cummings
Rhode Island
$1.63K
FFA
197
Farther Finance Advisors
California
$1.43K
CIAS
198
Capital Investment Advisory Services
North Carolina
$1.25K
TFA
199
Toth Financial Advisory
Virginia
$1.25K
AWM
200
Activest Wealth Management
Florida
$943 +$26 +1 +3%