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Fidelity MSCI Energy Index ETF

169 hedge funds and large institutions have $425M invested in Fidelity MSCI Energy Index ETF in 2022 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 62 increasing their positions, 49 reducing their positions, and 16 closing their positions.

Holders
169
Holders Change
+21
Holders Change %
+14.19%
% of All Funds
2.67%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
38
Increased
62
Reduced
49
Closed
16
Calls
$2.16M
Puts
$230K
Net Calls
+$1.93M
Net Calls Change
+$2.33M
Name Market Value Shares Shares
Change
Shares
Change %
Charles Schwab
1
Charles Schwab
California
$65.2M 3,114,446 -231,239 -7%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$39M 1,860,893 +674,813 +57%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$26.1M 1,244,119 +291,051 +31%
HighTower Advisors
4
HighTower Advisors
Illinois
$24.6M 1,174,716 +156,886 +15%
Lido Advisors
5
Lido Advisors
California
$21.3M 1,016,010 +15,585 +2%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$19.4M 926,940 +355,397 +62%
YC
7
Yarbrough Capital
Tennessee
$14.9M 711,695
VC
8
Vicus Capital
Pennsylvania
$14.8M 707,855 +19,731 +3%
Osaic Holdings
9
Osaic Holdings
Arizona
$14.2M 929,059 +128,552 +16%
Morgan Stanley
10
Morgan Stanley
New York
$12.6M 602,140 +93,920 +18%
Prudential Financial
11
Prudential Financial
New Jersey
$7.57M 361,677 +122,389 +51%
LPL Financial
12
LPL Financial
California
$6.36M 303,649 +147,457 +94%
PCS
13
Personal CFO Solutions
New Jersey
$5.32M 253,850 +253,850 New
CW
14
Connectus Wealth
Ohio
$5.31M 349,593 +349,593 New
SPC
15
Sigma Planning Corp
Michigan
$5.1M 243,346 -843 -0.3%
Wells Fargo
16
Wells Fargo
California
$5.04M 240,827 +13,641 +6%
KIA
17
KCM Investment Advisors
California
$4.87M 232,446 -2,154 -0.9%
SHIM
18
Stone House Investment Management
Pennsylvania
$4.53M 216,304 -37,478 -15%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$4.38M 208,929 +120,319 +136%
Bank of America
20
Bank of America
North Carolina
$3.83M 182,943 -173,534 -49%
KAS
21
Kestra Advisory Services
Texas
$3.76M 179,325 -401,871 -69%
Stifel Financial
22
Stifel Financial
Missouri
$3.7M 176,759 -5,235 -3%
TRCT
23
Tower Research Capital (TRC)
New York
$3.61M 172,599 -111,189 -39%
Citadel Advisors
24
Citadel Advisors
Florida
$3.41M 163,056 +121,627 +294%
BFA
25
Beaumont Financial Advisors
Massachusetts
$3.38M 161,151 +32,946 +26%