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Fidelity MSCI Energy Index ETF

57 hedge funds and large institutions have $90.9M invested in Fidelity MSCI Energy Index ETF in 2017 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 26 increasing their positions, 16 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 16

2% less funds holding

Funds holding: 5857 (-1)

4.02% less ownership

Funds ownership: 23.74%19.72% (-4%)

11% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 9

26% less capital invested

Capital invested by funds: $123M → $90.9M (-$31.8M)

100% less funds holding in top 10

Funds holding in top 10: 30 (-3)

Holders
57
Holders Change
-1
Holders Change %
-1.72%
% of All Funds
1.42%
Holding in Top 10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
New
8
Increased
26
Reduced
16
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IA
26
IFP Advisors
Florida
$491K +$434K +21,446 +601%
Manulife (Manufacturers Life Insurance)
27
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$487K -$614K -30,307 -55%
PAS
28
Partnervest Advisory Services
California
$435K +$55.9K +2,761 +14%
Creative Planning
29
Creative Planning
Kansas
$417K +$151K +7,456 +54%
NR
30
Newfound Research
Massachusetts
$386K +$399K +19,683 New
LA
31
Lynch & Associates
Indiana
$384K +$6.87K +339 +2%
FA
32
FDx Advisors
Illinois
$354K -$225K -11,096 -38%
AW
33
ACG Wealth
Georgia
$340K +$8.77K +433 +3%
FAM
34
Flaharty Asset Management
Florida
$326K +$336K +16,598 New
PJSIMP
35
P.J. Schmidt Investment Management (PJS)
Wisconsin
$325K +$46.3K +2,287 +16%
PAG
36
Private Advisor Group
New Jersey
$295K +$21.6K +1,065 +8%
LPL Financial
37
LPL Financial
California
$288K +$51.9K +2,565 +21%
KWMG
38
King Wealth Management Group
Florida
$287K +$10.7K +526 +4%
VC
39
Vicus Capital
Pennsylvania
$232K -$209K -10,316 -47%
KA
40
Kovack Advisors
Florida
$227K +$234K +11,543 New
UBS Group
41
UBS Group
Switzerland
$215K +$116K +5,714 +109%
BMCM
42
Bryn Mawr Capital Management
Pennsylvania
$208K
AG
43
Advisor Group
Arizona
$89K -$22.4K -1,105 -20%
GWM
44
Geneos Wealth Management
Colorado
$70K +$48.7K +2,403 +206%
AA
45
Advisory Alpha
Michigan
$58K +$60.2K +2,975 New
US Bancorp
46
US Bancorp
Minnesota
$49K
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$47K +$5.91K +292 +14%
KF
48
Krilogy Financial
Missouri
$39K
HCA
49
Heck Capital Advisors
Wisconsin
$37.2K +$34.6K +1,710 +924%
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$26K +$26.8K +1,323 New