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Fidelity MSCI Energy Index ETF

91 hedge funds and large institutions have $102M invested in Fidelity MSCI Energy Index ETF in 2018 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 29 increasing their positions, 29 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 29

4% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 26

2% less funds holding

Funds holding: 9391 (-2)

4.39% less ownership

Funds ownership: 27.85%23.46% (-4.4%)

38% less capital invested

Capital invested by funds: $165M → $102M (-$62.4M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
91
Holders Change
-2
Holders Change %
-2.15%
% of All Funds
2.03%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
25
Increased
29
Reduced
29
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
26
Raymond James Financial Services Advisors
Florida
$928K +$1.1M +59,381 New
LTFS
27
Ladenburg Thalmann Financial Services
Florida
$840K -$4.76M -256,564 -83%
CPA
28
Court Place Advisors
Maryland
$686K -$152K -8,181 -16%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$681K -$538K -29,024 -40%
US Bancorp
30
US Bancorp
Minnesota
$582K +$644K +34,735 +1,389%
TCM
31
Traynor Capital Management
Pennsylvania
$509K -$58.9K -3,174 -9%
LA
32
Lynch & Associates
Indiana
$461K -$34.5K -1,863 -6%
FSC
33
Full Sail Capital
Oklahoma
$407K +$483K +26,048 New
BTS
34
BB&T Securities
Virginia
$397K +$281K +15,131 +147%
HCA
35
Heck Capital Advisors
Wisconsin
$392K +$120K +6,493 +35%
CFD
36
Creative Financial Designs
Indiana
$392K -$61.9K -3,339 -12%
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$372K -$21.9M -1,183,556 -98%
SSWM
38
Smith Salley Wealth Management
North Carolina
$371K -$24.1K -1,298 -5%
BCA
39
Bray Capital Advisors
Florida
$368K +$437K +23,575 New
AW
40
ACG Wealth
Georgia
$333K +$29.4K +1,583 +8%
FWM
41
Focused Wealth Management
New York
$324K +$4.64K +250 +1%
PAS
42
Partnervest Advisory Services
California
$323K -$43.3K -2,333 -10%
Franklin Resources
43
Franklin Resources
California
$301K +$358K +19,300 New
Creative Planning
44
Creative Planning
Kansas
$298K -$392K -21,133 -53%
Mariner
45
Mariner
Kansas
$297K +$173K +9,317 +96%
BCA
46
Bay Colony Advisors
Massachusetts
$296K +$7.53K +406 +2%
LPL Financial
47
LPL Financial
California
$244K -$354K -19,103 -55%
SFS
48
Sowell Financial Services
Arkansas
$235K +$279K +15,042 New
LNC
49
Lincoln National Corp
Pennsylvania
$225K -$311K -16,779 -54%
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$184K +$49.7K +2,679 +30%