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Fidelity MSCI Energy Index ETF

198 hedge funds and large institutions have $483M invested in Fidelity MSCI Energy Index ETF in 2023 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 65 increasing their positions, 77 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less ownership

Funds ownership:

16% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 77

19% less capital invested

Capital invested by funds: $594M → $483M (-$111M)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
198
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.03M
Puts
$69K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
1
$52.5M
2
$37M
3
$30M
4
$24.6M
5
$22.4M
6
$18.8M
7
$18.4M
8
$17.4M
9
$16.4M
10
$13.8M
11
$13.2M
12
$12M
13
$9.38M
14
$8.99M
15
$8.88M
16
$8.29M
17
$6.93M
18
$6.69M
19
$5.33M
20
$5.02M
21
$4.76M
22
$4.58M
23
$4.52M
24
$4.43M
25
$4.19M