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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
EWM
201
Evermay Wealth Management
Virginia
$5.36K
MWM
202
Mascoma Wealth Management
New Hampshire
$4.98K
ADL
203
Asset Dedication LLC
California
$4.96K +$5.21K +208 New
BFPW
204
BOK Financial Private Wealth
Colorado
$4.55K
MWA
205
Medallion Wealth Advisors
Connecticut
$2.86K +$3.01K +120 New
OSAM
206
O'Shaughnessy Asset Management
Connecticut
$2.62K
DWM
207
Darwin Wealth Management
Florida
$2.4K +$2.5K +100 New
SSB
208
Sandy Spring Bank
Maryland
$2.38K
WWM
209
Wolff Wiese Magana
California
$1.84K
SFGP
210
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$1.81K +$1.9K +76 New
Bank of Montreal
211
Bank of Montreal
Ontario, Canada
$1.67K
BLC
212
Brown, Lisle/Cummings
Rhode Island
$1.55K
CIAS
213
Capital Investment Advisory Services
North Carolina
$1.19K
TFA
214
Toth Financial Advisory
Virginia
$1.19K
PFA
215
Pillar Financial Advisors
Kentucky
$1.19K +$1.25K +50 New
AWM
216
Activest Wealth Management
Florida
$907
FFA
217
Farther Finance Advisors
California
$739 -$651 -26 -46%
HNW
218
High Note Wealth
Minnesota
$358 +$376 +15 New
SIS
219
Sound Income Strategies
Florida
$238
SWM
220
Sugarloaf Wealth Management
Georgia
$238
Qube Research & Technologies (QRT)
221
Qube Research & Technologies (QRT)
United Kingdom
$167 +$175 +7 New
NS
222
NBC Securities
Alabama
$123 -$167K -6,660 -100%
DRP
223
Decker Retirement Planning
Utah
$95 +$100 +4 New
PWA
224
Primoris Wealth Advisors
Florida
-$2.79M -126,063 Closed
SSW
225
Smith Shellnut Wilson
Mississippi
-$1.54M -63,829 Closed