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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
LFG
201
Larson Financial Group
Missouri
$795
SIS
202
Sound Income Strategies
Florida
$241 -$3.12K -127 -93%
SWM
203
Sugarloaf Wealth Management
Georgia
$241
Charles Schwab
204
Charles Schwab
California
-$124M -4,942,938 Closed
LG
205
Leuthold Group
Minnesota
-$1.92M -76,534 Closed
BFA
206
Beaumont Financial Advisors
Massachusetts
-$1.39M -55,315 Closed
Belvedere Trading
207
Belvedere Trading
Illinois
-$1.27M -50,546 Closed
Goldman Sachs
208
Goldman Sachs
New York
-$967K -38,558 Closed
TI
209
Trexquant Investment
Connecticut
-$967K -38,538 Closed
US Bancorp
210
US Bancorp
Minnesota
-$524K -20,878 Closed
MSWM
211
Mowery & Schoenfeld Wealth Management
Illinois
-$344K -13,700 Closed
IFG
212
Independent Financial Group
California
-$204K -8,149 Closed
IW
213
Instrumental Wealth
Florida
-$204K -8,069 Closed
GWM
214
Geneos Wealth Management
Colorado
-$188K -7,500 Closed
BWP
215
Baldwin Wealth Partners
Massachusetts
-$70.8K -2,820 Closed
GI
216
Gradient Investments
Minnesota
-$48.7K -1,940 Closed
MG
217
Mather Group
Illinois
-$26.9K -1,038 Closed
HF
218
Halpern Financial
Virginia
-$12.5K -500 Closed
NFSG
219
Newbridge Financial Services Group
Florida
-$5.97K -238 Closed
BHWM
220
Beaird Harris Wealth Management
Texas
-$4.53K -181 Closed
CP
221
Castleview Partners
Texas
-$3.24K -129 Closed
CP
222
Camelot Portfolios
Ohio
-$739 -29 Closed
BNP Paribas Financial Markets
223
BNP Paribas Financial Markets
France
-$703 -28 Closed
FFA
224
Frazier Financial Advisors
Ohio
-$274 -11 Closed
GLR
225
Great Lakes Retirement
Ohio
-$2