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Fidelity MSCI Energy Index ETF

58 hedge funds and large institutions have $123M invested in Fidelity MSCI Energy Index ETF in 2016 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 22 increasing their positions, 13 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

89% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 9

69% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 13

12% more funds holding

Funds holding: 5258 (+6)

9% more capital invested

Capital invested by funds: $112M → $123M (+$10.6M)

2.08% less ownership

Funds ownership: 25.82%23.74% (-2.1%)

Holders
58
Holders Change
+6
Holders Change %
+11.54%
% of All Funds
1.45%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.08%
New
17
Increased
22
Reduced
13
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VC
26
Vicus Capital
Pennsylvania
$469K +$449K +22,122 New
PAS
27
Partnervest Advisory Services
California
$411K -$11.1K -548 -3%
LA
28
Lynch & Associates
Indiana
$407K +$101 +5 +0%
AW
29
ACG Wealth
Georgia
$358K +$43.4K +2,141 +15%
PJSIMP
30
P.J. Schmidt Investment Management (PJS)
Wisconsin
$302K +$8.56K +422 +3%
KWMG
31
King Wealth Management Group
Florida
$298K +$286K +14,073 New
PAG
32
Private Advisor Group
New Jersey
$294K -$18.3K -900 -6%
Creative Planning
33
Creative Planning
Kansas
$292K +$211K +10,407 +307%
Lido Advisors
34
Lido Advisors
California
$279K +$267K +13,158 New
LPL Financial
35
LPL Financial
California
$261K +$13.9K +685 +6%
BMCM
36
Bryn Mawr Capital Management
Pennsylvania
$224K +$215K +10,598 New
RPG
37
Risk Paradigm Group
Texas
$217K -$56.8K -2,797 -21%
Mariner
38
Mariner
Kansas
$200K -$598K -29,458 -76%
GRP
39
Global Retirement Partners
California
$176K +$169K +8,330 New
RFWA
40
RPg Family Wealth Advisory
Massachusetts
$168K -$670 -33 -0.4%
AG
41
Advisor Group
Arizona
$120K +$23.6K +1,161 +26%
UBS Group
42
UBS Group
Switzerland
$111K +$80.7K +3,977 +316%
IA
43
IFP Advisors
Florida
$76K +$23.4K +1,155 +48%
US Bancorp
44
US Bancorp
Minnesota
$53K
SFS
45
Sowell Financial Services
Arkansas
$49K +$48.2K +2,377 New
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$45K -$188K -9,243 -82%
KF
47
Krilogy Financial
Missouri
$39K -$2.29K -113 -6%
PFGIA
48
Patriot Financial Group Insurance Agency
Massachusetts
$28K +$27K +1,329 New
NFG
49
Next Financial Group
Texas
$27K
SAM
50
Shamrock Asset Management
Texas
$26K +$24.6K +1,210 New