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Fidelity MSCI Energy Index ETF

85 hedge funds and large institutions have $174M invested in Fidelity MSCI Energy Index ETF in 2018 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 36 increasing their positions, 20 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

89% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 9

80% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 20

73% more capital invested

Capital invested by funds: $101M → $174M (+$73.2M)

10% more funds holding

Funds holding: 7785 (+8)

5.83% more ownership

Funds ownership: 20.89%26.73% (+5.8%)

Holders
85
Holders Change
+8
Holders Change %
+10.39%
% of All Funds
1.95%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
17
Increased
36
Reduced
20
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
26
Wells Fargo
California
$884K +$223K +10,788 +35%
TCM
27
Traynor Capital Management
Pennsylvania
$726K +$59.7K +2,887 +9%
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$686K +$299K +14,472 +81%
Jane Street
29
Jane Street
New York
$596K -$331 -16 -0.1%
TRCT
30
Tower Research Capital (TRC)
New York
$593K -$517K -24,969 -47%
LA
31
Lynch & Associates
Indiana
$589K +$35.7K +1,724 +7%
CFD
32
Creative Financial Designs
Indiana
$551K -$68.5K -3,310 -11%
LNC
33
Lincoln National Corp
Pennsylvania
$537K +$523K +25,297 New
B
34
Bailard
California
$527K -$41.9K -2,025 -8%
GFPC
35
Global Financial Private Capital
Florida
$507K +$494K +23,876 New
PAS
36
Partnervest Advisory Services
California
$504K -$2.69K -130 -0.5%
SSWM
37
Smith Salley Wealth Management
North Carolina
$502K +$75.7K +3,659 +18%
FWM
38
Focused Wealth Management
New York
$490K +$477K +23,075 +1,153,750%
Manulife (Manufacturers Life Insurance)
39
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$451K +$265K +12,813 +152%
LPL Financial
40
LPL Financial
California
$421K +$1.32K +64 +0.3%
BCA
41
Bay Colony Advisors
Massachusetts
$392K +$382K +18,454 New
AW
42
ACG Wealth
Georgia
$379K +$18.6K +897 +5%
Fifth Third Bancorp
43
Fifth Third Bancorp
Ohio
$376K
WPP
44
Whalerock Point Partners
Rhode Island
$354K -$175K -8,439 -34%
LTFS
45
Ladenburg Thalmann Financial Services
Florida
$353K
FPGK
46
Financial Partners Group (Kansas)
Kansas
$339K -$6.7K -324 -2%
CCG
47
Ceeto Capital Group
Florida
$319K +$103K +5,000 +50%
GTAM
48
Global Trust Asset Management
Florida
$292K +$284K +13,723 New
PFA
49
Pathway Financial Advisors
Vermont
$264K
HCA
50
Heck Capital Advisors
Wisconsin
$254K +$135K +6,525 +120%