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Fidelity MSCI Energy Index ETF

61 hedge funds and large institutions have $76.7M invested in Fidelity MSCI Energy Index ETF in 2017 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 22 increasing their positions, 22 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

7% more capital invested

Capital invested by funds: $71.8M → $76.7M (+$4.87M)

5% more funds holding

Funds holding: 5861 (+3)

0.38% more ownership

Funds ownership: 17.08%17.45% (+0.38%)

0% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 22

Holders
61
Holders Change
+3
Holders Change %
+5.17%
% of All Funds
1.52%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
22
Reduced
22
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LTFS
26
Ladenburg Thalmann Financial Services
Florida
$472K +$129K +7,185 +41%
PAS
27
Partnervest Advisory Services
California
$471K +$85.7K +4,773 +24%
B
28
Bailard
California
$429K -$248K -13,820 -38%
PJSIMP
29
P.J. Schmidt Investment Management (PJS)
Wisconsin
$422K +$18.4K +1,027 +5%
ECM
30
Exchange Capital Management
Michigan
$417K +$395K +21,992 New
LA
31
Lynch & Associates
Indiana
$404K +$24.2K +1,346 +7%
MPWT
32
MassMutual Private Wealth & Trust
Connecticut
$396K +$376K +20,910 New
BCI
33
Brinker Capital Investments
Pennsylvania
$331K -$4.12M -229,546 -93%
AW
34
ACG Wealth
Georgia
$308K -$26.9K -1,497 -8%
TSS
35
Two Sigma Securities
New York
$307K +$291K +16,183 New
Jane Street
36
Jane Street
New York
$302K +$286K +15,919 New
FAM
37
Flaharty Asset Management
Florida
$288K +$275K +15,301 +102,007%
Fifth Third Bancorp
38
Fifth Third Bancorp
Ohio
$283K +$269K +14,954 New
PAG
39
Private Advisor Group
New Jersey
$247K -$13.6K -755 -5%
KWMG
40
King Wealth Management Group
Florida
$234K -$27.7K -1,540 -11%
LPL Financial
41
LPL Financial
California
$202K -$15.8K -881 -8%
BMCM
42
Bryn Mawr Capital Management
Pennsylvania
$201K
HCA
43
Heck Capital Advisors
Wisconsin
$147K +$91.7K +5,106 +193%
SIAS
44
Shine Investment Advisory Services
Colorado
$134K +$1.47K +82 +1%
AA
45
Advisory Alpha
Michigan
$129K +$119K +6,636 New
UBS Group
46
UBS Group
Switzerland
$94K -$106K -5,888 -54%
GWM
47
Geneos Wealth Management
Colorado
$94K -$13.5K -753 -13%
Manulife (Manufacturers Life Insurance)
48
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$78K -$199K -11,052 -73%
KF
49
Krilogy Financial
Missouri
$45K +$6.25K +348 +17%
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$32K