We are live on ! Find out more
FENY icon

Fidelity MSCI Energy Index ETF

222 hedge funds and large institutions have $510M invested in Fidelity MSCI Energy Index ETF in 2024 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 73 increasing their positions, 65 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

7,625% more call options, than puts

Call options by funds: $927K | Put options by funds: $12K

156% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 18

12% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 65

9% more funds holding

Funds holding: 203222 (+19)

0.45% more ownership

Funds ownership: 34%34.45% (+0.45%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less capital invested

Capital invested by funds: $523M → $510M (-$12.5M)

Holders
222
Holders Change
+19
Holders Change %
+9.36%
% of All Funds
2.92%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
46
Increased
73
Reduced
65
Closed
18
Calls
$927K
Puts
$12K
Net Calls
+$915K
Net Calls Change
+$361K
Name Holding Trade Value Shares
Change
Change in
Stake
Fifth Third Bancorp
176
Fifth Third Bancorp
Ohio
$23.8K
AIC
177
Archer Investment Corporation
Indiana
$23.8K +$8.57K +342 +52%
AW
178
Avion Wealth
Texas
$19K +$20K +798 New
PWA
179
Physician Wealth Advisors
Utah
$17.6K +$18.5K +739 New
ACA
180
Aptus Capital Advisors
Alabama
$17.4K +$3.73K +149 +26%
GCM
181
Gables Capital Management
Florida
$16.7K
FFA
182
Founders Financial Alliance
North Carolina
$16K
TCM
183
Tradewinds Capital Management
Washington
$15.3K +$125 +5 +0.8%
FCMT
184
Founders Capital Management (Texas)
Texas
$14.1K
CIBC Private Wealth Group
185
CIBC Private Wealth Group
Georgia
$13.6K +$11.7K +468 +538%
HWM
186
HighMark Wealth Management
Minnesota
$12.5K +$8.17K +326 +163%
PK
187
Pflug Koory
Nebraska
$11.7K
MHIP
188
Mountain Hill Investment Partners
New Jersey
$11.5K +$12.1K +484 New
CFB
189
Cullen/Frost Bankers
Texas
$11.4K -$8.37K -334 -41%
National Bank of Canada
190
National Bank of Canada
Quebec, Canada
$9.23K +$150 +6 +2%
SL
191
Salomon & Ludwin
Virginia
$9.2K
PCA
192
PMV Capital Advisers
Texas
$9.11K +$9.57K +382 New
EWA
193
EverSource Wealth Advisors
Alabama
$8.9K
AA
194
Addison Advisors
Vermont
$8.42K
EW
195
Element Wealth
Mississippi
$8.13K +$50 +2 +0.6%
HBW
196
Hazlett, Burt & Watson
West Virginia
$8K +$3.76K +150 +100%
NRG
197
Nemes Rush Group
Michigan
$7.92K +$8.32K +332 New
AWM
198
Avior Wealth Management
Nebraska
$7.4K +$7.77K +310 New
BONH
199
Bank of New Hampshire
New Hampshire
$6.65K
VWM
200
Venturi Wealth Management
Texas
$5.7K -$1.65K -66 -22%