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Fidelity MSCI Energy Index ETF

191 hedge funds and large institutions have $436M invested in Fidelity MSCI Energy Index ETF in 2023 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 74 increasing their positions, 67 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

6,740% more call options, than puts

Call options by funds: $1.71M | Put options by funds: $25K

25% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 16

10% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 67

0.29% more ownership

Funds ownership: 31.09%31.37% (+0.29%)

0% more funds holding

Funds holding: 191191 (0)

14% less capital invested

Capital invested by funds: $506M → $436M (-$70.5M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
191
Holders Change
Holders Change %
0%
% of All Funds
3.04%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
20
Increased
74
Reduced
67
Closed
16
Calls
$1.71M
Puts
$25K
Net Calls
+$1.69M
Net Calls Change
-$165K
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
1
Charles Schwab
California
$48.7M -$2.46M -105,616 -5%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$34.8M +$1.5M +64,428 +4%
Lido Advisors
3
Lido Advisors
California
$33.2M +$2.08M +89,563 +6%
HighTower Advisors
4
HighTower Advisors
Illinois
$21.9M +$39.6K +1,703 +0.2%
Osaic Holdings
5
Osaic Holdings
Arizona
$19.3M +$99.5K +4,276 +0.5%
KAS
6
Kestra Advisory Services
Texas
$17.6M +$12.7M +546,013 +230%
YC
7
Yarbrough Capital
Tennessee
$16M
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$14.5M -$1.08M -46,603 -7%
Wells Fargo
9
Wells Fargo
California
$12.5M +$5.97M +256,310 +86%
Morgan Stanley
10
Morgan Stanley
New York
$7.53M -$1.64M -70,390 -17%
LPL Financial
11
LPL Financial
California
$6.67M +$811K +34,830 +13%
MML Investors Services
12
MML Investors Services
Massachusetts
$6.45M -$186K -7,978 -3%
AWM
13
AE Wealth Management
Kansas
$6.38M -$3.8M -163,382 -37%
Bank of America
14
Bank of America
North Carolina
$6.14M +$1.86M +80,063 +41%
FPGK
15
Financial Partners Group (Kansas)
Kansas
$5.69M -$229K -9,836 -4%
Prudential Financial
16
Prudential Financial
New Jersey
$5.55M -$917K -39,388 -14%
SPC
17
Sigma Planning Corp
Michigan
$5.38M +$28.8K +1,239 +0.5%
Jane Street
18
Jane Street
New York
$5.06M +$4.85M +208,292 +1,211%
KIA
19
KCM Investment Advisors
California
$4.99M -$132K -5,661 -2%
KPWS
20
Kestra Private Wealth Services
Texas
$4.98M +$512K +21,993 +11%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$4.87M -$896K -38,486 -15%
DFG
22
Demars Financial Group
Washington
$4.71M +$389K +16,706 +9%
TCM
23
Traynor Capital Management
Pennsylvania
$4.69M +$603K +25,885 +14%
CCM
24
Cutler Capital Management
Massachusetts
$4.51M +$22.8K +980 +0.5%
CW
25
Connectus Wealth
Ohio
$4.24M +$1.5M +64,278 +52%