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Fidelity MSCI Energy Index ETF

58 hedge funds and large institutions have $71.8M invested in Fidelity MSCI Energy Index ETF in 2017 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 25 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

2% more funds holding

Funds holding: 5758 (+1)

2.64% less ownership

Funds ownership: 19.72%17.08% (-2.6%)

21% less capital invested

Capital invested by funds: $90.9M → $71.8M (-$19.1M)

24% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 25

Holders
58
Holders Change
+1
Holders Change %
+1.75%
% of All Funds
1.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
19
Reduced
25
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IA
26
IFP Advisors
Florida
$386K -$66.7K -3,567 -14%
PJSIMP
27
P.J. Schmidt Investment Management (PJS)
Wisconsin
$382K +$87.7K +4,690 +28%
PAS
28
Partnervest Advisory Services
California
$361K -$38.7K -2,071 -9%
LA
29
Lynch & Associates
Indiana
$359K +$7.73K +413 +2%
VF
30
Virtu Financial
New York
$341K +$355K +18,976 New
AW
31
ACG Wealth
Georgia
$319K +$7.67K +410 +2%
LTFS
32
Ladenburg Thalmann Financial Services
Florida
$318K -$4.35M -232,773 -93%
Manulife (Manufacturers Life Insurance)
33
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$273K -$181K -9,661 -39%
KWMG
34
King Wealth Management Group
Florida
$250K -$12.9K -690 -5%
PAG
35
Private Advisor Group
New Jersey
$246K -$21.9K -1,170 -8%
HighTower Advisors
36
HighTower Advisors
Illinois
$233K -$2.9M -154,905 -92%
LPL Financial
37
LPL Financial
California
$208K -$59.2K -3,166 -22%
UBS Group
38
UBS Group
Switzerland
$195K -$1.87K -100 -0.9%
BMCM
39
Bryn Mawr Capital Management
Pennsylvania
$191K
SG Americas Securities
40
SG Americas Securities
New York
$150K -$1.15M -61,720 -88%
SIAS
41
Shine Investment Advisory Services
Colorado
$125K +$130K +6,972 New
GWM
42
Geneos Wealth Management
Colorado
$103K +$41K +2,192 +61%
SF
43
Synovus Financial
Georgia
$81K +$84.3K +4,506 New
AG
44
Advisor Group
Arizona
$52K -$30.9K -1,652 -36%
HCA
45
Heck Capital Advisors
Wisconsin
$47.6K +$14.1K +752 +40%
US Bancorp
46
US Bancorp
Minnesota
$45K
KF
47
Krilogy Financial
Missouri
$37K +$3.29K +176 +9%
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$30K -$13.1K -701 -29%
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$24K +$187 +10 +0.8%
NFG
50
Next Financial Group
Texas
$23K