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Fidelity MSCI Energy Index ETF

93 hedge funds and large institutions have $165M invested in Fidelity MSCI Energy Index ETF in 2018 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 33 increasing their positions, 25 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 15

32% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 25

9% more funds holding

Funds holding: 8593 (+8)

1.13% more ownership

Funds ownership: 26.73%27.85% (+1.1%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

5% less capital invested

Capital invested by funds: $174M → $165M (-$9.35M)

Holders
93
Holders Change
+8
Holders Change %
+9.41%
% of All Funds
2.13%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
23
Increased
33
Reduced
25
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SG Americas Securities
26
SG Americas Securities
New York
$876K +$863K +41,171 New
Creative Planning
27
Creative Planning
Kansas
$855K -$162K -7,708 -16%
TCM
28
Traynor Capital Management
Pennsylvania
$761K +$22.2K +1,059 +3%
LPL Financial
29
LPL Financial
California
$738K +$312K +14,899 +75%
IA
30
IFP Advisors
Florida
$716K +$630K +30,049 +828%
LA
31
Lynch & Associates
Indiana
$667K +$76.9K +3,666 +13%
LNC
32
Lincoln National Corp
Pennsylvania
$663K +$123K +5,866 +23%
CIBC Private Wealth Group
33
CIBC Private Wealth Group
Georgia
$653K +$619K +29,515 +2,480%
Wells Fargo
34
Wells Fargo
California
$652K -$229K -10,927 -26%
Citadel Advisors
35
Citadel Advisors
Florida
$650K +$641K +30,542 New
CFD
36
Creative Financial Designs
Indiana
$604K +$52.4K +2,500 +10%
SSWM
37
Smith Salley Wealth Management
North Carolina
$532K +$29.2K +1,393 +6%
Fidelity Investments
38
Fidelity Investments
Massachusetts
$523K +$516K +24,591 New
B
39
Bailard
California
$514K -$12.8K -610 -2%
PAS
40
Partnervest Advisory Services
California
$489K -$15.4K -736 -3%
FWM
41
Focused Wealth Management
New York
$436K -$53.8K -2,567 -11%
AW
42
ACG Wealth
Georgia
$419K +$39.6K +1,890 +11%
HCA
43
Heck Capital Advisors
Wisconsin
$396K +$140K +6,664 +56%
BCA
44
Bay Colony Advisors
Massachusetts
$395K +$2.2K +105 +0.6%
Fifth Third Bancorp
45
Fifth Third Bancorp
Ohio
$376K
VF
46
Virtu Financial
New York
$346K +$341K +16,250 New
CW
47
Cobiz Wealth
Colorado
$344K +$339K +16,165 New
FPGK
48
Financial Partners Group (Kansas)
Kansas
$342K +$2.77K +132 +0.8%
WPP
49
Whalerock Point Partners
Rhode Island
$332K -$21.7K -1,033 -6%
CCG
50
Ceeto Capital Group
Florida
$319K