We are live on ! Find out more
FENY icon

Fidelity MSCI Energy Index ETF

149 hedge funds and large institutions have $315M invested in Fidelity MSCI Energy Index ETF in 2021 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 52 increasing their positions, 38 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

255% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 11

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

37% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 38

26% more capital invested

Capital invested by funds: $251M → $315M (+$64.1M)

20% more funds holding

Funds holding: 124149 (+25)

3.62% more ownership

Funds ownership: 27%30.63% (+3.6%)

63% less call options, than puts

Call options by funds: $241K | Put options by funds: $648K

Holders
149
Holders Change
+25
Holders Change %
+20.16%
% of All Funds
2.29%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
39
Increased
52
Reduced
38
Closed
11
Calls
$241K
Puts
$648K
Net Calls
-$407K
Net Calls Change
-$1.38M
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
1
Charles Schwab
California
$50.8M -$448K -28,846 -0.9%
BCM
2
Brookstone Capital Management
Illinois
$28.9M -$6.8M -438,042 -20%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$18M +$329K +21,215 +2%
HighTower Advisors
4
HighTower Advisors
Illinois
$15.4M +$2.08M +134,272 +15%
Lido Advisors
5
Lido Advisors
California
$15.2M +$600K +38,636 +4%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$14.5M +$7.09M +456,967 +92%
VC
7
Vicus Capital
Pennsylvania
$12.8M +$10.7M +688,124 New
Osaic Holdings
8
Osaic Holdings
Arizona
$12.3M +$1.05M +67,868 +9%
HWA
9
Hilltop Wealth Advisors
North Carolina
$12.1M -$675K -43,502 -5%
YC
10
Yarbrough Capital
Tennessee
$10.8M +$11M +711,695 New
KAS
11
Kestra Advisory Services
Texas
$8.82M +$7.04M +453,941 +357%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$8.68M +$8.53M +549,864 +2,536%
Morgan Stanley
13
Morgan Stanley
New York
$7.71M -$553K -35,660 -7%
Bank of America
14
Bank of America
North Carolina
$5.41M +$347K +22,380 +7%
TRCT
15
Tower Research Capital (TRC)
New York
$4.31M +$1.5M +96,349 +51%
SHIM
16
Stone House Investment Management
Pennsylvania
$3.85M -$632K -40,742 -14%
Prudential Financial
17
Prudential Financial
New Jersey
$3.79M +$2.38M +153,414 +179%
SPC
18
Sigma Planning Corp
Michigan
$3.71M -$144K -9,264 -4%
KIA
19
KCM Investment Advisors
California
$3.56M +$229K +14,778 +7%
Wells Fargo
20
Wells Fargo
California
$3.45M +$684K +44,059 +24%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$2.94M +$1.82M +117,254 +153%
Stifel Financial
22
Stifel Financial
Missouri
$2.76M -$282K -18,190 -9%
SC
23
Sinecera Capital
Texas
$2.76M +$2.4M +154,951 New
LPL Financial
24
LPL Financial
California
$2.37M +$397K +25,561 +20%
JCM
25
Jacobi Capital Management
Pennsylvania
$1.99M -$147K -9,499 -7%