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Fidelity MSCI Energy Index ETF

222 hedge funds and large institutions have $510M invested in Fidelity MSCI Energy Index ETF in 2024 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 73 increasing their positions, 65 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

7,625% more call options, than puts

Call options by funds: $927K | Put options by funds: $12K

156% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 18

12% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 65

9% more funds holding

Funds holding: 203222 (+19)

0.45% more ownership

Funds ownership: 34%34.45% (+0.45%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less capital invested

Capital invested by funds: $523M → $510M (-$12.5M)

Holders
222
Holders Change
+19
Holders Change %
+9.36%
% of All Funds
2.92%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
46
Increased
73
Reduced
65
Closed
18
Calls
$927K
Puts
$12K
Net Calls
+$915K
Net Calls Change
+$361K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$133M +$208K +8,290 +0.1%
Lido Advisors
2
Lido Advisors
California
$39.6M +$1.02M +40,735 +3%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$36.5M +$5.13M +204,749 +15%
HighTower Advisors
4
HighTower Advisors
Illinois
$23.9M +$3.04M +121,506 +14%
AM
5
AGF Management
Ontario, Canada
$19.5M +$3.04M +121,540 +17%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$17.7M -$195K -7,802 -1%
LPL Financial
7
LPL Financial
California
$17M +$9.5M +379,299 +113%
YC
8
Yarbrough Capital
Tennessee
$17M
Wells Fargo
9
Wells Fargo
California
$15.9M +$1.43M +57,096 +9%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$7.99M -$18.2M -727,849 -68%
UBS Group
11
UBS Group
Switzerland
$6.9M -$151K -6,039 -2%
CCM
12
Cutler Capital Management
Massachusetts
$6.29M +$60.4K +2,412 +0.9%
NA
13
NewEdge Advisors
Louisiana
$5.91M -$163K -6,500 -3%
Morgan Stanley
14
Morgan Stanley
New York
$5.63M +$506K +20,204 +9%
Bank of America
15
Bank of America
North Carolina
$5.44M +$1.25M +50,047 +28%
FPGK
16
Financial Partners Group (Kansas)
Kansas
$5.33M -$455K -18,163 -8%
KAS
17
Kestra Advisory Services
Texas
$5.29M -$9.95M -397,199 -64%
ASN
18
Advisory Services Network
Georgia
$5.27M +$1.96M +78,388 +55%
TCM
19
Traynor Capital Management
Pennsylvania
$4.47M -$467K -18,650 -9%
KIA
20
KCM Investment Advisors
California
$4.41M -$344K -13,744 -7%
EFM
21
Eley Financial Management
Vermont
$4.18M +$164K +6,535 +4%
Osaic Holdings
22
Osaic Holdings
Arizona
$4.12M -$997K -39,805 -19%
WQ
23
Wealth Quarterback
New Jersey
$3.99M -$130K -5,204 -3%
Kovitz Investment Group Partners
24
Kovitz Investment Group Partners
Illinois
$3.64M -$120K -4,808 -3%
Ameriprise
25
Ameriprise
Minnesota
$3.36M +$275K +10,963 +8%