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Fidelity MSCI Energy Index ETF

203 hedge funds and large institutions have $523M invested in Fidelity MSCI Energy Index ETF in 2024 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 73 increasing their positions, 71 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,131% more call options, than puts

Call options by funds: $580K | Put options by funds: $26K

10% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 21

3% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 71

0% more funds holding

Funds holding: 203203 (0)

6.54% less ownership

Funds ownership: 40.54%34% (-6.5%)

30% less capital invested

Capital invested by funds: $744M → $523M (-$221M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
203
Holders Change
Holders Change %
0%
% of All Funds
2.91%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
23
Increased
73
Reduced
71
Closed
21
Calls
$580K
Puts
$26K
Net Calls
+$554K
Net Calls Change
-$221K
Name Holding Trade Value Shares
Change
Change in
Stake
National Bank of Canada
176
National Bank of Canada
Quebec, Canada
$9.17K -$5.28K -215 -36%
EWA
177
EverSource Wealth Advisors
Alabama
$8.99K -$12.5K -510 -58%
AA
178
Addison Advisors
Vermont
$8.5K
EW
179
Element Wealth
Mississippi
$8.15K -$663 -27 -7%
VWM
180
Venturi Wealth Management
Texas
$7.35K -$270 -11 -3%
BONH
181
Bank of New Hampshire
New Hampshire
$6.72K
EWM
182
Evermay Wealth Management
Virginia
$5.42K +$5.53K +225 New
MWM
183
Mascoma Wealth Management
New Hampshire
$5.03K
HWM
184
HighMark Wealth Management
Minnesota
$4.82K
FCA
185
FinTrust Capital Advisors
South Carolina
$4.82K +$4.91K +200 New
BFPW
186
BOK Financial Private Wealth
Colorado
$4.6K
HBW
187
Hazlett, Burt & Watson
West Virginia
$4K
OSAM
188
O'Shaughnessy Asset Management
Connecticut
$2.79K -$3.96K -161 -59%
SSB
189
Sandy Spring Bank
Maryland
$2.41K
CIBC Private Wealth Group
190
CIBC Private Wealth Group
Georgia
$2.09K +$25 +1 +1%
WWM
191
Wolff Wiese Magana
California
$1.85K
Bank of Montreal
192
Bank of Montreal
Ontario, Canada
$1.67K -$541 -22 -24%
BLC
193
Brown, Lisle/Cummings
Rhode Island
$1.56K
FFA
194
Farther Finance Advisors
California
$1.37K
CIAS
195
Capital Investment Advisory Services
North Carolina
$1.2K
TFA
196
Toth Financial Advisory
Virginia
$1.2K
AssetMark Inc
197
AssetMark Inc
California
$1.2K +$1.23K +50 New
GRP
198
Global Retirement Partners
California
$1.05K -$39.5K -1,608 -97%
IAIM
199
International Assets Investment Management
Florida
$926 +$525K +21,377 +2,311%
AWM
200
Activest Wealth Management
Florida
$911