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Fidelity MSCI Energy Index ETF

42 hedge funds and large institutions have $56.9M invested in Fidelity MSCI Energy Index ETF in 2015 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 15 increasing their positions, 9 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 7

67% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 9

49% more capital invested

Capital invested by funds: $38.3M → $56.9M (+$18.6M)

31% more funds holding

Funds holding: 3242 (+10)

4.86% more ownership

Funds ownership: 16.16%21.02% (+4.9%)

Holders
42
Holders Change
+10
Holders Change %
+31.25%
% of All Funds
1.1%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
15
Reduced
9
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LA
26
Lynch & Associates
Indiana
$248K -$14.3K -763 -5%
AW
27
ACG Wealth
Georgia
$228K +$249K +13,326 New
SAM
28
Shamrock Asset Management
Texas
$205K +$180K +9,638 +410%
LTFS
29
Ladenburg Thalmann Financial Services
Florida
$76K -$73.7K -3,938 -47%
WA
30
WFG Advisors
Texas
$68K -$51.1K -2,732 -41%
UBS Group
31
UBS Group
Switzerland
$43K -$494K -26,425 -91%
TRCT
32
Tower Research Capital (TRC)
New York
$43K +$47.5K +2,537 New
ASN
33
Advisory Services Network
Georgia
$42K +$24.5K +1,310 +112%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$29K +$31.2K +1,670 New
NFG
35
Next Financial Group
Texas
$16K +$16.6K +886 +1,737%
Creative Planning
36
Creative Planning
Kansas
$8K +$9.2K +492 New
DADC
37
D.A. Davidson & Co
Montana
$6K +$6.64K +355 New
AIG
38
American International Group
New York
$4K +$4.51K +241 New
MFS
39
MSI Financial Services
Massachusetts
$2K +$1.87K +100 New
B
40
Bailard
California
-$967K -55,620 Closed
ZB
41
Zions Bancorporation
Utah
-$977K -49,145 Closed
ACM
42
Aviance Capital Management
Florida
-$658K -37,882 Closed
Jane Street
43
Jane Street
New York
-$369K -21,229 Closed
KF
44
Krilogy Financial
Missouri
-$42K -2,405 Closed
ACM
45
Argentus Capital Management
Texas
-$13.2K -704 -99%
TIM
46
Tortoise Investment Management
New York
-$4K -220 Closed
BlackRock
47
BlackRock
New York
+$75 +4 New