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Fidelity MSCI Energy Index ETF

189 hedge funds and large institutions have $594M invested in Fidelity MSCI Energy Index ETF in 2023 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 66 increasing their positions, 64 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

4,629% more call options, than puts

Call options by funds: $3.07M | Put options by funds: $65K

107% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 15

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

16% more capital invested

Capital invested by funds: $510M → $594M (+$83.8M)

9% more funds holding

Funds holding: 173189 (+16)

3% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 64

0.94% more ownership

Funds ownership: 34.38%35.32% (+0.94%)

Holders
189
Holders Change
+16
Holders Change %
+9.25%
% of All Funds
3%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
31
Increased
66
Reduced
64
Closed
15
Calls
$3.07M
Puts
$65K
Net Calls
+$3.01M
Net Calls Change
+$1.67M
Name Holding Trade Value Shares
Change
Change in
Stake
LWA
201
Lowe Wealth Advisors
Maryland
-$2.44K -110 Closed
GWM
202
Geneos Wealth Management
Colorado
-$1.24K -56 Closed
BNP Paribas Financial Markets
203
BNP Paribas Financial Markets
France
-$1.11K -50 Closed
TCCM
204
Timber Creek Capital Management
Massachusetts
-$517 -23 Closed