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Fidelity MSCI Energy Index ETF

99 hedge funds and large institutions have $171M invested in Fidelity MSCI Energy Index ETF in 2019 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 37 increasing their positions, 25 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

73% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 11

67% more capital invested

Capital invested by funds: $102M → $171M (+$68.4M)

48% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 25

9.16% more ownership

Funds ownership: 23.46%32.62% (+9.2%)

9% more funds holding

Funds holding: 9199 (+8)

Holders
99
Holders Change
+8
Holders Change %
+8.79%
% of All Funds
2.14%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
19
Increased
37
Reduced
25
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
26
Jane Street
New York
$1.45M +$1.41M +80,212 New
CW
27
Cobiz Wealth
Colorado
$1.38M -$2.03M -115,591 -60%
CWG
28
Cornerstone Wealth Group
North Carolina
$1.34M +$1.3M +73,891 New
Wells Fargo
29
Wells Fargo
California
$1.24M -$236K -13,424 -16%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$1.21M +$135K +7,688 +13%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$1.05M +$258K +14,666 +34%
LTFS
32
Ladenburg Thalmann Financial Services
Florida
$986K +$12.8K +731 +1%
AG
33
Advisor Group
Arizona
$978K +$858K +48,850 +937%
GRP
34
Global Retirement Partners
California
$915K -$651K -37,060 -42%
CPA
35
Court Place Advisors
Maryland
$790K -$4.3K -245 -0.6%
LNC
36
Lincoln National Corp
Pennsylvania
$774K +$499K +28,423 +198%
AW
37
ACG Wealth
Georgia
$576K +$186K +10,572 +50%
SSWM
38
Smith Salley Wealth Management
North Carolina
$566K +$133K +7,570 +32%
TCM
39
Traynor Capital Management
Pennsylvania
$564K -$24.3K -1,384 -4%
LA
40
Lynch & Associates
Indiana
$541K +$7.43K +423 +1%
HCA
41
Heck Capital Advisors
Wisconsin
$520K +$64K +3,642 +15%
FSC
42
Full Sail Capital
Oklahoma
$471K
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$454K +$235K +13,359 +114%
BCA
44
Bray Capital Advisors
Florida
$426K
CFD
45
Creative Financial Designs
Indiana
$366K -$84.4K -4,805 -19%
MWM
46
Meridian Wealth Management
Kentucky
$355K +$63.3K +3,604 New
Franklin Resources
47
Franklin Resources
California
$349K
BCA
48
Bay Colony Advisors
Massachusetts
$341K -$1.83K -104 -0.5%
SFA
49
Sequoia Financial Advisors
Ohio
$313K +$304K +17,302 New
LPL Financial
50
LPL Financial
California
$289K +$6.53K +372 +2%