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Fidelity MSCI Energy Index ETF

175 hedge funds and large institutions have $415M invested in Fidelity MSCI Energy Index ETF in 2022 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 80 increasing their positions, 45 reducing their positions, and 16 closing their positions.

Holders
175
Holders Change
+6
Holders Change %
+3.55%
% of All Funds
2.96%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
23
Increased
80
Reduced
45
Closed
16
Calls
$1.4M
Puts
$336K
Net Calls
+$1.07M
Net Calls Change
-$858K
Name Market Value Shares Shares
Change
Shares
Change %
Charles Schwab
1
Charles Schwab
California
$53.2M 2,742,077 -372,369 -12%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$42.2M 2,177,306 +316,413 +17%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$25.8M 1,328,209 +84,090 +7%
Lido Advisors
4
Lido Advisors
California
$24.2M 1,247,694 +231,684 +23%
HighTower Advisors
5
HighTower Advisors
Illinois
$20.5M 1,056,087 -118,629 -10%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$17.8M 917,790 -9,150 -1%
Osaic Holdings
7
Osaic Holdings
Arizona
$17.5M 896,505 -32,554 -4%
Morgan Stanley
8
Morgan Stanley
New York
$14.1M 729,092 +126,952 +21%
YC
9
Yarbrough Capital
Tennessee
$13.8M 711,695
VC
10
Vicus Capital
Pennsylvania
$11.5M 591,828 -116,027 -16%
Prudential Financial
11
Prudential Financial
New Jersey
$6.85M 345,121 -16,556 -5%
LPL Financial
12
LPL Financial
California
$5.76M 296,802 -6,847 -2%
WQ
13
Wealth Quarterback
New Jersey
$5.54M 285,452 +285,452 New
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$4.93M 253,967 +45,038 +22%
SPC
15
Sigma Planning Corp
Michigan
$4.89M 251,919 +8,573 +4%
Bank of America
16
Bank of America
North Carolina
$4.85M 249,878 +66,935 +37%
Wells Fargo
17
Wells Fargo
California
$4.71M 242,758 +1,931 +0.8%
BFA
18
Beaumont Financial Advisors
Massachusetts
$4.66M 239,927 +78,776 +49%
KIA
19
KCM Investment Advisors
California
$4.56M 234,994 +2,548 +1%
Truist Financial
20
Truist Financial
North Carolina
$4.07M 209,603 +109,513 +109%
KAS
21
Kestra Advisory Services
Texas
$3.86M 198,799 +19,474 +11%
CCM
22
Cutler Capital Management
Massachusetts
$3.44M 177,046 +23,945 +16%
Stifel Financial
23
Stifel Financial
Missouri
$3.39M 174,939 -1,820 -1%
QAM
24
Q3 Asset Management
Michigan
$3.28M 169,073 +25,945 +18%
TRCT
25
Tower Research Capital (TRC)
New York
$3.24M 166,996 -5,603 -3%