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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
LFG
201
Larson Financial Group
Missouri
$821 +$844 +33 New
CP
202
Camelot Portfolios
Ohio
$739 +$742 +29 New
BNP Paribas Financial Markets
203
BNP Paribas Financial Markets
France
$703 -$113K -4,427 -99%
FFA
204
Frazier Financial Advisors
Ohio
$274 +$281 +11 New
SWM
205
Sugarloaf Wealth Management
Georgia
$251
GLR
206
Great Lakes Retirement
Ohio
$2
D.E. Shaw & Co
207
D.E. Shaw & Co
New York
-$3.09M -119,420 Closed
Renaissance Technologies
208
Renaissance Technologies
New York
-$1.95M -75,300 Closed
TI
209
Tidal Investments
Wisconsin
-$1.92M -74,367 Closed
HCA
210
Hyperion Capital Advisors
New York
-$970K -37,500 Closed
FA
211
Faithward Advisors
Pennsylvania
-$874K -33,786 Closed
YIH
212
Y-Intercept (HK)
Hong Kong
-$633K -24,486 Closed
Susquehanna International Group
213
Susquehanna International Group
Pennsylvania
-$531K -20,773 Closed
QC
214
Quadrature Capital
United Kingdom
-$493K -19,023 Closed
RSWM
215
Robertson Stephens Wealth Management
California
-$409K -15,819 Closed
HIC
216
Hartline Investment Corp
Illinois
-$381K -14,717 Closed
BRWA
217
B. Riley Wealth Advisors
Florida
-$344K -13,819 Closed
Simplex Trading
218
Simplex Trading
Illinois
-$316K -12,233 Closed
LNC
219
Lincoln National Corp
Pennsylvania
-$307K -11,869 Closed
LA
220
Lifeworks Advisors
Michigan
-$287K -11,084 Closed
Qube Research & Technologies (QRT)
221
Qube Research & Technologies (QRT)
United Kingdom
-$246K -9,511 Closed
WDG
222
Wealth Dimensions Group
Ohio
-$233K -9,012 Closed
PG
223
Prostatis Group
Maryland
-$227K -8,775 Closed
CAPTRUST Financial Advisors
224
CAPTRUST Financial Advisors
North Carolina
-$224K -8,675 Closed
OCM
225
One Capital Management
California
-$206K -7,972 Closed