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Fidelity MSCI Energy Index ETF

191 hedge funds and large institutions have $506M invested in Fidelity MSCI Energy Index ETF in 2022 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 66 increasing their positions, 61 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,033% more call options, than puts

Call options by funds: $1.94M | Put options by funds: $91K

320% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 10

22% more capital invested

Capital invested by funds: $415M → $506M (+$91.2M)

16% more funds holding

Funds holding: 164191 (+27)

8% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 61

0.65% more ownership

Funds ownership: 30.43%31.09% (+0.65%)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
191
Holders Change
+27
Holders Change %
+16.46%
% of All Funds
3.07%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
42
Increased
66
Reduced
61
Closed
10
Calls
$1.94M
Puts
$91K
Net Calls
+$1.85M
Net Calls Change
-$837K
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
1
Charles Schwab
California
$54.3M -$6.82M -285,579 -11%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$46.5M -$2.3M -96,491 -5%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$35.4M +$7.02M +294,055 +25%
Lido Advisors
4
Lido Advisors
California
$33.2M +$2.05M +86,097 +7%
HighTower Advisors
5
HighTower Advisors
Illinois
$23.2M +$199K +8,321 +0.9%
Osaic Holdings
6
Osaic Holdings
Arizona
$20.2M +$370K +15,485 +2%
YC
7
Yarbrough Capital
Tennessee
$17M
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$16.5M +$457K +19,140 +3%
VC
9
Vicus Capital
Pennsylvania
$13.6M -$1.87M -78,411 -12%
AWM
10
AE Wealth Management
Kansas
$10.7M +$4.12M +172,607 +63%
Morgan Stanley
11
Morgan Stanley
New York
$9.68M -$310K -12,990 -3%
Wells Fargo
12
Wells Fargo
California
$7.12M +$1.6M +66,853 +29%
MML Investors Services
13
MML Investors Services
Massachusetts
$7.04M +$764 +32 +0%
Prudential Financial
14
Prudential Financial
New Jersey
$6.83M -$316K -13,236 -4%
FPGK
15
Financial Partners Group (Kansas)
Kansas
$6.45M +$1.22M +50,942 +24%
LPL Financial
16
LPL Financial
California
$6.26M +$753K +31,551 +14%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$6.09M -$326K -13,656 -5%
SPC
18
Sigma Planning Corp
Michigan
$5.69M -$186K -7,782 -3%
KAS
19
Kestra Advisory Services
Texas
$5.67M -$3.03M -127,124 -35%
KIA
20
KCM Investment Advisors
California
$5.43M +$87.2K +3,652 +2%
LG
21
Leuthold Group
Minnesota
$4.96M +$1.64M +68,722 +49%
Truist Financial
22
Truist Financial
North Carolina
$4.86M -$266K -11,163 -5%
CCM
23
Cutler Capital Management
Massachusetts
$4.77M -$25.1K -1,051 -0.5%
KPWS
24
Kestra Private Wealth Services
Texas
$4.77M +$4.15M +173,928 +669%
Bank of America
25
Bank of America
North Carolina
$4.62M -$388K -16,275 -8%