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Fidelity MSCI Energy Index ETF

86 hedge funds and large institutions have $128M invested in Fidelity MSCI Energy Index ETF in 2019 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 30 increasing their positions, 27 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 27

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

5.73% less ownership

Funds ownership: 32.62%26.89% (-5.7%)

13% less funds holding

Funds holding: 9986 (-13)

25% less capital invested

Capital invested by funds: $171M → $128M (-$42.4M)

56% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 18

Holders
86
Holders Change
-13
Holders Change %
-13.13%
% of All Funds
1.87%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
8
Increased
30
Reduced
27
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LTFS
26
Ladenburg Thalmann Financial Services
Florida
$915K -$22.3K -1,278 -2%
GRP
27
Global Retirement Partners
California
$908K +$38.2K +2,195 +4%
AG
28
Advisor Group
Arizona
$897K -$33.1K -1,898 -4%
FSC
29
Full Sail Capital
Oklahoma
$875K +$517K +29,690 +114%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$863K -$141K -8,065 -14%
CW
31
Cobiz Wealth
Colorado
$752K -$571K -32,758 -43%
CPA
32
Court Place Advisors
Maryland
$749K -$2.53K -145 -0.3%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$718K +$291K +16,678 +66%
LNC
34
Lincoln National Corp
Pennsylvania
$700K -$37.3K -2,142 -5%
HCA
35
Heck Capital Advisors
Wisconsin
$627K +$135K +7,726 +27%
LA
36
Lynch & Associates
Indiana
$572K +$57.5K +3,302 +11%
SSWM
37
Smith Salley Wealth Management
North Carolina
$544K +$5.77K +331 +1%
SW
38
SVB Wealth
Massachusetts
$540K +$547K +31,404 New
VF
39
Virtu Financial
New York
$511K +$517K +29,692 New
TCM
40
Traynor Capital Management
Pennsylvania
$410K -$130K -7,451 -24%
BCA
41
Bray Capital Advisors
Florida
$405K
FHA
42
Flagship Harbor Advisors
Massachusetts
$371K +$142K +8,140 +60%
CFD
43
Creative Financial Designs
Indiana
$361K +$16.3K +936 +5%
BCA
44
Bay Colony Advisors
Massachusetts
$358K +$34.1K +1,957 +10%
Franklin Resources
45
Franklin Resources
California
$332K
PAS
46
Partnervest Advisory Services
California
$272K -$192 -11 -0.1%
SCA
47
Snowden Capital Advisors
New York
$255K +$4.57K +262 +2%
Mariner
48
Mariner
Kansas
$216K -$679 -39 -0.3%
Citadel Advisors
49
Citadel Advisors
Florida
$212K +$215K +12,348 New
Susquehanna International Group
50
Susquehanna International Group
Pennsylvania
$209K +$212K +12,163 New