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Fidelity MSCI Energy Index ETF

96 hedge funds and large institutions have $97.9M invested in Fidelity MSCI Energy Index ETF in 2019 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 28 increasing their positions, 31 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 13

16% more funds holding

Funds holding: 8396 (+13)

0.61% less ownership

Funds ownership: 23.93%23.33% (-0.61%)

3% less capital invested

Capital invested by funds: $101M → $97.9M (-$2.83M)

10% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 31

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
96
Holders Change
+13
Holders Change %
+15.66%
% of All Funds
1.89%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
27
Increased
28
Reduced
31
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NAM
26
NorthCoast Asset Management
Connecticut
$1.03M -$28.7K -1,828 -3%
ECM
27
Exchange Capital Management
Michigan
$971K -$755K -48,172 -44%
Morgan Stanley
28
Morgan Stanley
New York
$926K +$50.5K +3,218 +6%
PFM
29
Parsec Financial Management
North Carolina
$922K -$196K -12,499 -18%
5L
30
55I LLC
Massachusetts
$920K +$156K +9,976 +21%
FHA
31
Flagship Harbor Advisors
Massachusetts
$920K +$242K +15,428 +37%
LTFS
32
Ladenburg Thalmann Financial Services
Florida
$914K -$597K -38,083 -40%
PAG
33
Private Advisor Group
New Jersey
$844K +$570K +36,330 +222%
MFM
34
Mirsky Financial Management
New York
$761K -$1.37M -87,235 -65%
LNC
35
Lincoln National Corp
Pennsylvania
$752K +$736K +46,938 New
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$641K +$97.2K +6,197 +18%
CPA
37
Court Place Advisors
Maryland
$599K -$85.9K -5,476 -13%
LA
38
Lynch & Associates
Indiana
$570K +$28.7K +1,831 +5%
TRCT
39
Tower Research Capital (TRC)
New York
$465K -$31.4K -2,003 -6%
HCA
40
Heck Capital Advisors
Wisconsin
$463K +$74.8K +4,768 +20%
SSWM
41
Smith Salley Wealth Management
North Carolina
$451K -$72.2K -4,605 -14%
SW
42
SVB Wealth
Massachusetts
$411K -$36.3K -2,315 -8%
IAN
43
Integrated Advisors Network
Texas
$377K +$370K +23,565 New
AG
44
Advisor Group
Arizona
$361K +$60.5K +3,857 +21%
CFD
45
Creative Financial Designs
Indiana
$310K -$38.9K -2,483 -11%
BCA
46
Bay Colony Advisors
Massachusetts
$299K -$16.4K -1,048 -5%
GRP
47
Global Retirement Partners
California
$276K -$644K -41,075 -70%
Wells Fargo
48
Wells Fargo
California
$266K -$1.09M -69,208 -81%
FWM
49
Frontier Wealth Management
Missouri
$240K +$235K +15,000 New
BCA
50
Bray Capital Advisors
Florida
$239K -$116K -7,370 -33%