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Fidelity MSCI Energy Index ETF

123 hedge funds and large institutions have $247M invested in Fidelity MSCI Energy Index ETF in 2021 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 48 increasing their positions, 38 reducing their positions, and 14 closing their positions.

Holders
123
Holders Change
+3
Holders Change %
+2.5%
% of All Funds
2.15%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
18
Increased
48
Reduced
38
Closed
14
Calls
$615K
Puts
Net Calls
+$615K
Net Calls Change
-$4K
Name Market Value Shares Shares
Change
Shares
Change %
Charles Schwab
1
Charles Schwab
California
$47.6M 3,225,091 +80,468 +3%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$18.8M 1,273,943 -19,972 -2%
HighTower Advisors
3
HighTower Advisors
Illinois
$14.8M 1,003,711 -30,603 -3%
NAM
4
NorthCoast Asset Management
Connecticut
$14.1M 955,245 +232,286 +32%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$13.5M 912,647 +119,068 +15%
Osaic Holdings
6
Osaic Holdings
Arizona
$12.1M 814,798 +282,268 +53%
HWA
7
Hilltop Wealth Advisors
North Carolina
$11.9M 809,691 +10,499 +1%
Lido Advisors
8
Lido Advisors
California
$11M 746,753 -176,297 -19%
KAS
9
Kestra Advisory Services
Texas
$10.4M 701,947 -36,701 -5%
Morgan Stanley
10
Morgan Stanley
New York
$9.8M 664,503 +101,825 +18%
Bank of America
11
Bank of America
North Carolina
$4.88M 330,974 -23,908 -7%
SPC
12
Sigma Planning Corp
Michigan
$4.85M 329,043 +74,864 +29%
SHIM
13
Stone House Investment Management
Pennsylvania
$4.34M 294,489 +294,489 New
SSW
14
Smith Shellnut Wilson
Mississippi
$3.17M 214,574 -11,368 -5%
KIA
15
KCM Investment Advisors
California
$3.14M 213,036 +9,207 +5%
Stifel Financial
16
Stifel Financial
Missouri
$2.97M 201,280 -2,429 -1%
LPL Financial
17
LPL Financial
California
$2.76M 187,241 +33,982 +22%
SFS
18
Sowell Financial Services
Arkansas
$2.61M 176,673 +174,988 +10,385%
JCM
19
Jacobi Capital Management
Pennsylvania
$2.1M 142,422 +489 +0.3%
BFA
20
Beaumont Financial Advisors
Massachusetts
$2.07M 140,620 -480,950 -77%
Truist Financial
21
Truist Financial
North Carolina
$2.04M 137,944 -5,215 -4%
TRCT
22
Tower Research Capital (TRC)
New York
$1.96M 132,755 +130,955 +7,275%
FIM
23
Freedom Investment Management
Connecticut
$1.86M 126,044 +126,044 New
Wells Fargo
24
Wells Fargo
California
$1.83M 124,123 +67,959 +121%
5L
25
55I LLC
Massachusetts
$1.83M 123,955 -6,515 -5%