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Fidelity MSCI Energy Index ETF

209 hedge funds and large institutions have $784M invested in Fidelity MSCI Energy Index ETF in 2024 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 74 increasing their positions, 71 reducing their positions, and 22 closing their positions.

Holders
209
Holders Change
+11
Holders Change %
+5.56%
% of All Funds
3.03%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
34
Increased
74
Reduced
71
Closed
22
Calls
$1.02M
Puts
$512K
Net Calls
+$512K
Net Calls Change
-$1.45M
Name Market Value Shares Shares
Change
Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$227M 8,759,063 +8,708,104 +17,088%
Charles Schwab
2
Charles Schwab
California
$127M 4,900,260 +2,623,066 +115%
Lido Advisors
3
Lido Advisors
California
$42.7M 1,649,670 +43,110 +3%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$31.5M 1,217,013 -85,954 -7%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$24.1M 931,323 -42,160 -4%
HighTower Advisors
6
HighTower Advisors
Illinois
$20.9M 808,955 +5,790 +0.7%
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$20.1M 778,615 +22,056 +3%
YC
8
Yarbrough Capital
Tennessee
$18.4M 711,695
Wells Fargo
9
Wells Fargo
California
$18.2M 702,289 -114,302 -14%
KAS
10
Kestra Advisory Services
Texas
$15.3M 592,988 +18,689 +3%
AWM
11
AE Wealth Management
Kansas
$14.6M 562,832 -33,614 -6%
UBS Group
12
UBS Group
Switzerland
$7.67M 296,628 -4,314 -1%
LPL Financial
13
LPL Financial
California
$7.66M 296,047 -111,136 -27%
KPWS
14
Kestra Private Wealth Services
Texas
$7.6M 293,771 -66,068 -18%
Bank of America
15
Bank of America
North Carolina
$7.32M 283,057 -782,842 -73%
CCM
16
Cutler Capital Management
Massachusetts
$6.3M 243,413 +12,070 +5%
FPGK
17
Financial Partners Group (Kansas)
Kansas
$5.77M 223,222 -67,196 -23%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$5.38M 207,892 +66,633 +47%
CW
19
Connectus Wealth
Ohio
$5.27M 203,612 +11,368 +6%
TCM
20
Traynor Capital Management
Pennsylvania
$5.23M 202,021 +6,016 +3%
KIA
21
KCM Investment Advisors
California
$5.2M 201,163 +2,435 +1%
Morgan Stanley
22
Morgan Stanley
New York
$4.93M 190,526 -332,154 -64%
Ameriprise
23
Ameriprise
Minnesota
$4.84M 186,791 -19,607 -9%
WQ
24
Wealth Quarterback
New Jersey
$4.62M 178,699 +23,725 +15%
Osaic Holdings
25
Osaic Holdings
Arizona
$4.55M 175,595 -209,676 -54%